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 Global Equity Unconstrained W9 EUR Global Large-Cap Growth Equity No Yes 0.74
Fullgoal China Small-Mid Cap Growth Fund I1 (USD) China Equity No No 1.26
UBS (Lux) Bond SICAV - China Fixed Income (RMB) P-acc RMB Bond - Onshore No No 1.23
UBS (Lux) Bond SICAV - China Fixed Income (RMB) USD P-acc RMB Bond - Onshore No No 1.21
Value Partners Fund Series - Value Partners Asian Total Return Bond Fund Class A RMB Unhedged Acc Asia Bond No 1.58
Value Partners Fund Series - Value Partners Asian Total Return Bond Fund Class A RMB Hedged Mdis Other Bond No 1.59
Value Partners Fund Series - Value Partners Asian Total Return Bond Fund Class A AUD Hedged Mdis Other Bond No 1.59
Value Partners Fund Series - Value Partners Asian Total Return Bond Fund Class A NZD Hedged Mdis Other Bond No 1.59
Value Partners Fund Series - Value Partners Asian Total Return Bond Fund Class A USD Unhedged Mdis Asia Bond No 1.58
Value Partners Fund Series - Value Partners Asian Total Return Bond Fund Class Z USD Unhedged Mdis Asia Bond No 0.00
Value Partners Fund Series - Value Partners Asian Total Return Bond Fund Class A HKD Unhedged Acc Asia Bond No 1.60
Value Partners Fund Series - Value Partners Asian Total Return Bond Fund Class A HKD Unhedged Mdis Asia Bond No 1.59
Value Partners Fund Series - Value Partners Asian Total Return Bond Fund Class A USD Unhedged Acc Asia Bond No 1.58
Value Partners Fund Series - Value Partners Asian Total Return Bond Fund Class A RMB Unhedged Mdis Asia Bond No 1.58
Value Partners Fund Series - Value Partners Asian Total Return Bond Fund Class Z HKD Unhedged Mdis Asia Bond No 0.00
Value Partners Fund Series - Value Partners Asian Total Return Bond Fund Class A SGD Hedged Mdis Other Bond No 1.59
Value Partners Fund Series - Value Partners Asian Total Return Bond Fund Class A CAD Hedged Mdis Other Bond No 1.58
Value Partners Fund Series - Value Partners Asian Total Return Bond Fund Class A SGD Hedged Acc Other Bond No 1.59
Allianz Global Investors Fund - Allianz Best Styles Euroland Equity WT EUR Eurozone Large-Cap Equity No No 0.52
BlackRock Global Funds - World Real Estate Securities Fund D2 CHF Hedged Property - Indirect Other No Yes 1.10
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