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Sustainable Investment Funds

Morningstar defines a strategy as a “Sustainable Investment” if it is described as focusing on sustainability, impact, or environmental, social, and governance (ESG) factors in its prospectus or other regulatory filings. This classification does not measure how Morningstar rates the effectiveness of the fund’s sustainable strategy. Instead, it reflects the fund’s stated objectives.

Use this screener tool to find funds that meet your ESG criteria.

Fund Name
Morningstar Category
Sustainable Investment
Sustainability Rating
Low Carbon Designation
Representative Cost
Morningstar Rating for Funds
Matthews Asia Funds - China Fund I USD Acc China Equity No Yes 1.00
Matthews Asia Funds - China Fund A USD Acc China Equity No Yes 1.80
AB FCP I - Short Duration Bond Portfolio I2 EUR H-ACCU-EUR Global Diversified Bond - EUR Hedged No No 0.58
Barings International Umbrella Fund - Barings Hong Kong China Fund Class A HKD Inc China Equity No Yes 1.70
AB FCP I - Short Duration Bond Portfolio A2 EUR H Acc Global Diversified Bond - EUR Hedged No No 1.16
Allianz Global Investors Fund - Allianz Hong Kong Equity A HKD Hong Kong Equity No Yes 2.11
BlackRock Global Funds - European Fund A2 USD Hedged Other Equity No Yes 1.81
AB FCP I - Short Duration Bond Portfolio AT EUR H-DIST-EUR Global Diversified Bond - EUR Hedged No No 1.16
Templeton BRIC Fund A(acc)HKD Other Equity No Yes 2.46
AB FCP I - Short Duration Bond Portfolio I2 AUD H-ACCU-AUD Other Bond No No 0.58
Templeton Asian Growth Fund A(acc)HKD Asia ex-Japan Equity No Yes 2.16
Haitong Global RMB Fixed Income Fund A CNY China Bond No 1.49
JPMorgan Funds - China Fund A (dist) - HKD China Equity No Yes 1.80
FTGF Western Asset US Core Bond Fund Class GA US$ Accumulating USD Diversified Bond No 0.98
AB FCP I - Short Duration Bond Portfolio AT AUD H-ACCU-AUD Other Bond No No 1.16
Fidelity Funds - European Dividend Fund Y-Acc-EUR Europe Equity Income No No 1.08
PIMCO GIS Balanced Income and Growth Fund Investor USD Accumulation USD Moderate Allocation No Yes 1.30
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class I Acc Global Emerging Markets Equity No Yes 1.00
BlackRock Global Funds - Global Equity Income Fund A5G Global Equity Income No No 1.81
Allianz Global Investors Fund - Allianz China Equity A HKD China Equity No Yes 2.30
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