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
UBS (HK) Fund Series - Systematic Allocation Portfolio Medium Classic (USD) Class K-1 HKD-6%-mdist USD Flexible Allocation No 1.28
UBS (HK) Fund Series - Systematic Allocation Portfolio Medium Classic (USD) Class A USD-6%-mdist USD Flexible Allocation No 1.76
Schroder International Selection Fund Global Equity Yield A Distribution AUD Hedged M Other Equity No No 1.66
JPMorgan Funds - US Technology Fund A (acc) - HKD Sector Equity Technology No Yes 1.77
Capital Group Emerging Markets Local Currency Debt Fund (LUX) A13 Global Emerging Markets Bond - Local Currency No No 0.30
Neuberger Berman Next Generation Mobility Fund EUR A Accumulating Class-Hedged Other Equity No Yes 1.90
Schroder International Selection Fund Global Target Return A Accumulation EUR Hedged EUR Flexible Allocation - Global No No 1.64
BNY Mellon Mobility Innovation Fund EUR J Acc Hedged Other Equity No Yes 1.55
Allianz Global Investors Fund - Allianz Global Artificial Intelligence WT EUR Sector Equity Technology No Yes 0.74
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg H2 ZAR Other Bond No No 1.55
HSBC Portfolios - World Selection 2 AMHRMB Other Allocation No No 1.35
HSBC Global Investment Funds - Global Short Duration Bond AM3HRMB Other Bond No No 0.71
Capital Group Global Corporate Bond Fund (LUX) ZLdh-GBP Global Corporate Bond - GBP Hedged No No 0.52
PIMCO GIS Asia High Yield Bond Fund E Class HKD (Unhedged) Income Asia High Yield Bond No No 1.60
PIMCO GIS Asia High Yield Bond Fund Institutional USD Accumulation Asia High Yield Bond No No 0.70
PIMCO GIS Asia High Yield Bond Fund E Class USD Accumulation Asia High Yield Bond No No 1.60
PIMCO GIS Asia High Yield Bond Fund M Retail USD Income II Asia High Yield Bond No No 1.60
PIMCO GIS Asia High Yield Bond Fund M Retail HKD (Unhedged) Income II Asia High Yield Bond No No 1.60
PIMCO GIS Asia High Yield Bond Fund Administrative USD Income Asia High Yield Bond No No 1.20
PIMCO GIS Asia High Yield Bond Fund E Class USD Income Asia High Yield Bond No No 1.60
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