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
Eastspring Investments - China Bond Fund ADM USD Inc RMB Bond - Onshore No No 1.10
Fidelity Funds - China RMB Bond Fund A-MCDist(G)-HKD China Bond No No 1.10
Fidelity Funds - China RMB Bond Fund A-MCDist(G)-USD China Bond No No 1.10
Schroder International Selection Fund China Opportunities A Distribution USD China Equity No Yes 1.82
FTGF ClearBridge Global Infrastructure Income Fund Class A AUD Income Other Equity No No 1.92
FTGF ClearBridge Global Infrastructure Income Fund Class A EUR Income (M) Hedged Plus Other Equity No No 1.92
BNY Mellon Efficient U.S. Fallen Angels Beta Fund USD N Inc USD High Yield Bond No 0.99
BNY Mellon Efficient U.S. Fallen Angels Beta Fund USD N Acc USD High Yield Bond No 0.99
Hang Seng Investment Series Hang Seng Hong Kong Bond Fund A RMB Inc Hedged Other Bond No 0.84
Pictet Strategic Income Fund I dm USD USD Flexible Allocation No Yes 0.00
Allianz Global Investors Fund - Allianz Thematica PT USD Global Flex-Cap Equity No No 1.13
FTGF ClearBridge Global Infrastructure Income Fund Class A CNH Income (M) Hedged Plus Other Equity No No 1.92
Pictet Strategic Income Fund I dm SGD USD Flexible Allocation No Yes 0.00
Pictet Strategic Income Fund I SGD USD Flexible Allocation No Yes 0.00
BOCHK Global Bond Fund A RMB Acc Global Diversified Bond No No 0.88
BOCHK Global Bond Fund A HKD Acc Global Diversified Bond No No 0.88
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income WT EUR USD Moderate Allocation No Yes 0.62
BOCHK China Equity Fund A USD China Equity No No 1.62
Schroder Global Multi-Asset Thematic Fund Class C USD Acc USD Moderate Allocation No Yes 0.00
Janus Henderson Horizon Global Property Equities Fund A4M HKD Property - Indirect Global No Yes 2.10
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