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 Europe Income and Growth AT (H2-HKD) Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz Global Metals and Mining RT EUR Sector Equity Natural Resources No No 1.10
Allianz Global Investors Fund - Allianz Global Opportunistic Bond BT (USD) Global Flexible Bond No 1.79
Allianz Global Investors Fund - Allianz Global Opportunistic Bond AMf (USD) Global Flexible Bond No 1.19
Allianz Global Investors Fund - Allianz Global Opportunistic Bond BMf (USD) Global Flexible Bond No 1.79
Franklin Technology Fund A (Acc) RMB H1 Other Equity No Yes 1.78
Allianz Global Investors Fund - Allianz All China Equity WT (EUR) China Equity No Yes 0.94
HSBC Global Investment Funds - Chinese Equity ACHKD China Equity No Yes 1.89
AIA Wealth Funds - AIA Corporate Bond Fund Class A HKD Acc HKD Bond No No 1.00
Fidelity Funds - China RMB Bond Fund A-MIncome(G)-USD China Bond No No 1.10
Fidelity Funds - China RMB Bond Fund A-MInc(G)-RMB China Bond No No 1.10
UBS (Lux) Key Selection SICAV - Asian Equities (USD) HKD P Acc Asia ex-Japan Equity No Yes 2.12
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income AMH2 AUD Other Allocation No Yes 1.70
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income AMH2 GBP GBP Allocation 40-60% Equity No Yes 1.70
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income AMH2 EUR EUR Moderate Allocation - Global No Yes 1.70
PIMCO GIS Global Bond Fund W Class NOK Hedged Accumulation Global Diversified Bond - NOK Hedged No 0.40
Fidelity Funds - Global Multi Asset Dynamic Fund I-Acc-USD USD Aggressive Allocation No No 0.75
Fidelity Funds - Global Multi Asset Dynamic Fund A-Acc-HKD USD Aggressive Allocation No No 1.72
HSBC Portfolios - World Selection 1 BCHKD USD Cautious Allocation No No 0.81
HSBC Portfolios - World Selection 5 BCHKD USD Aggressive Allocation No No 1.02
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