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
Allianz Global Investors Fund - Allianz All China Equity WT6 (GBP) China Equity No Yes 0.94
Pictet HK - Pictet Strategic Income - HM RMB USD Flexible Allocation No Yes 1.69
E Fund (HK) Greater China Leaders Fund A HKD Acc China Equity No Yes 3.00
Allianz Global Investors Fund - Allianz Total Return Asian Equity AT4 HKD Asia ex-Japan Equity No Yes 2.17
Allianz Global Investors Fund - Allianz Thematica BT USD Global Flex-Cap Equity No No 2.54
BNY Mellon Efficient U.S. Fallen Angels Beta Fund USD A Acc USD High Yield Bond No 0.69
BOCHK China Consumption Growth Fund A HKD Acc Units China Equity No Yes 1.97
BOCHK China Consumption Growth Fund A USD Acc Units China Equity No Yes 1.97
BOCHK China Consumption Growth Fund A RMB Acc Units China Equity No Yes 1.97
BOCHK China Consumption Growth Fund A USD Dis Units China Equity No Yes 1.94
BOCHK China Consumption Growth Fund A RMB Dis Units China Equity No Yes 1.94
Allianz Global Investors Fund - Allianz Global Opportunistic Bond AT (USD) Global Flexible Bond No 1.19
Allianz Global Investors Fund - Allianz Global Opportunistic Bond IM (USD) Global Flexible Bond No 0.64
Allianz Global Investors Fund - Allianz Global Opportunistic Bond IT (USD) Global Flexible Bond No 0.65
HSBC Collective Investment Trust - HSBC Evolving Asia Equity Fund AC USD Asia-Pacific ex-Japan Equity No Yes 1.90
HSBC Collective Investment Trust - HSBC Evolving Asia Equity Fund AC HKD Asia-Pacific ex-Japan Equity No Yes 1.92
Janus Henderson Capital Funds plc - Balanced Fund Class A3m USD USD Moderate Allocation No Yes 1.90
BlackRock Global Funds - World Technology Fund A2 AUD Hedged Acc Other Equity No Yes 1.78
BlackRock Global Funds - World Technology Fund A2 CNH Hedged Other Equity No Yes 1.78
Allianz Global Investors Fund - Allianz All China Equity W6 (GBP) China Equity No Yes 0.94
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