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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
Taikang Kaitai China New Opportunities Fund A HKD Dis China Equity No Yes 2.48
PIMCO GIS Income Fund E Class JPY (Hedged) Accumulation Other Bond No Yes 1.50
PIMCO GIS Global Real Return Fund Institutional USD (Currency Exposure) Accumulation Global Inflation-Linked Bond - USD Hedged No Yes 0.50
BlackRock Global Funds - Emerging Markets Equity Income Fund A8 CNH Hedged Other Equity No No 1.89
Allianz Global Investors Fund - Allianz HKD Income AT USD Acc HKD Bond No 1.05
Taikang Kaitai China New Opportunities Fund A USD Dis China Equity No Yes 2.48
Taikang Kaitai China New Opportunities Fund I USD Acc China Equity No Yes 2.43
Allianz Global Investors Fund - Allianz Europe Income and Growth AT (H2-USD) USD Flexible Allocation No No 1.55
Allianz Global Investors Fund - Allianz India Equity WT2 USD India Equity No No 0.88
Invesco Funds - Invesco Pan European High Income Fund A (HKD Hedged) Monthly Distribution-1 HKD Other Allocation No No 1.61
Allianz Global Investors Fund - Allianz Global Equity Growth WT9 EUR Cap Global Large-Cap Growth Equity No Yes 0.66
Janus Henderson Horizon Global Property Equities Fund A3q USD Property - Indirect Global No Yes 1.96
Ninety One Global Strategy Fund - All China Equity Fund A Acc HKD China Equity No No 2.00
Allianz Global Investors Fund - Allianz All China Equity WT USD China Equity No Yes 0.94
Allianz Global Investors Fund - Allianz All China Equity AT USD China Equity No Yes 2.30
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (USD hedged) P-6%-mdist USD Moderate Allocation No No 1.82
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (HKD hedged) P-6%-mdist Other Allocation No No 1.82
Ninety One Global Strategy Fund - All China Bond Fund A Inc-3 HKD RMB Bond - Onshore No Yes 1.80
Ninety One Global Strategy Fund - All China Bond Fund A Inc-3 USD RMB Bond - Onshore No Yes 1.50
PIMCO GIS Income Fund Institutional AUD (Hedged) Accumulation Other Bond No Yes 0.60
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