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	Low Carbon Designation	Representative Cost
HSBC Portfolios - World Selection 4 AMFLXHGBP	GBP Allocation 60-80% Equity	No	No	1.52
Value Partners Asian Innovation Opportunities Fund Class A Acc USD Unhedged	Asia Allocation	No	Yes	1.94
Value Partners Asian Innovation Opportunities Fund Class A AUD Hedged M Dis	Other Allocation	No	Yes	1.94
Value Partners Asian Innovation Opportunities Fund ClassA RMB Hedged M Dis	Other Allocation	No	Yes	1.93
Value Partners Asian Innovation Opportunities Fund Class A NZD Hedged M Dis	Other Allocation	No	Yes	1.93
Value Partners Asian Innovation Opportunities Fund Class A SGD Hedged Acc	Other Allocation	No	Yes	1.93
Value Partners Asian Innovation Opportunities Fund Class A SGD Hedged M Dis	Other Allocation	No	Yes	1.93
Value Partners Asian Innovation Opportunities Fund Class A MDis Unhedged USD	Asia Allocation	No	Yes	1.93
Value Partners Asian Innovation Opportunities Fund Class A CAD Hedged M Dis	Other Allocation	No	Yes	1.94
Value Partners Asian Innovation Opportunities Fund Class A Acc HKD Unhedged	Asia Allocation	No	Yes	1.95
Value Partners Asian Innovation Opportunities Fund Class A M Dis Unhedged HKD	Asia Allocation	No	Yes	1.94
Allianz Global Investors Fund - Allianz Thematica AT USD	Global Flex-Cap Equity	No	No	1.95
PIMCO GIS Income Fund Institutional GBP (Hedged) Accumulation	Global Flexible Bond - GBP Hedged	No	Yes	0.60
JPMorgan SAR HK$ Bond - Class C (acc) - HKD	HKD Bond	No	No	0.00
Allianz Global Investors Fund - Allianz All China Equity IT (USD)	China Equity	No	Yes	1.30
Amundi Funds - Income Opportunities A2 USD (C)	USD Moderate Allocation	No	No	1.78
Allianz Global Investors Fund - Allianz All China Equity A (EUR)	China Equity	No	Yes	2.30
Allianz Global Investors Fund - Allianz All China Equity P EUR	China Equity	No	Yes	1.33
Allianz Global Investors Fund - Allianz All China Equity AT (H2-EUR)	Other Equity	No	Yes	2.30
AB - Low Volatility Total Return Equity Portfolio A USD	Equity Market Neutral USD	No	Yes	1.83
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