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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
Haitong Low Carbon Pioneer Equity Fund I USD China Equity - A Shares No No 2.33
Haitong Low Carbon Pioneer Equity Fund I HKD China Equity - A Shares No No 2.33
Haitong Low Carbon Pioneer Equity Fund S USD China Equity - A Shares No No 2.33
Haitong Global RMB Fixed Income Fund I USD China Bond No 1.19
Janus Henderson Capital Funds plc - Balanced Fund Class A2 HSGD Other Allocation No Yes 1.89
Janus Henderson Capital Funds plc - Balanced Fund Class A5m HSGD Other Allocation No Yes 1.90
Amundi Funds - US Bond A2 USD (C) USD Diversified Bond No 1.33
Amundi Funds - China Equity A2 USD AD (D) China Equity No Yes 2.33
Amundi Funds - China Equity A2 USD (C) China Equity No Yes 2.33
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income AT USD USD Moderate Allocation No Yes 1.70
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income WT USD USD Moderate Allocation No Yes 0.62
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income AT HKD USD Moderate Allocation No Yes 1.70
Allianz Global Investors Fund - Allianz Thematica IT EUR Global Flex-Cap Equity No No 1.09
Allianz Global Investors Fund - Allianz Thematica IT USD Global Flex-Cap Equity No No 1.09
Allianz Global Investors Fund - Allianz Thematica RT EUR Global Flex-Cap Equity No No 1.23
Allianz Global Investors Fund - Allianz Thematica RT USD Global Flex-Cap Equity No No 1.23
Allianz Global Investors Fund - Allianz Thematica AMg H2 CNY Other Equity No No 1.95
BlackRock Global Funds - Continental European Flexible Fund A4 GBP Europe ex-UK Equity No Yes 1.82
Ninety One Global Strategy Fund - Global Managed Income Fund A Inc-3 GBP Hedged(Reference) GBP Allocation 20-40% Equity No Yes 1.60
Ninety One Global Strategy Fund - Global Managed Income Fund A Inc-3 EUR Hedged(Reference) EUR Cautious Allocation - Global No Yes 1.60
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