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
AB RMB Income Plus IT USD Inc China Bond No No 0.86
Allianz Global Investors Fund - Allianz China A Opportunities WT3 EUR China Equity - A Shares No No 0.93
BlackRock Premier Funds - Global Megatrend Allocation Fund A9 HKD Hedged USD Moderate Allocation No No 1.56
BlackRock Premier Funds - Global Megatrend Allocation Fund A9 AUD Hedged Other Allocation No No 1.56
BOC-Prudential MSCI AC Asia Pacific ex Japan Index Fund Retail Class (USD) Units Asia-Pacific ex-Japan Equity No No 0.96
BOC-Prudential S&P 500 Index Fund Retail Class (HKD) Units US Large-Cap Blend Equity No No 0.98
BOC-Prudential North America Index Fund Retail Class - (USD) Units US Large-Cap Blend Equity No No 0.78
BOC-Prudential S&P 500 Index Fund Retail Class (USD) Units US Large-Cap Blend Equity No No 0.98
BOC-Prudential MSCI AC Asia Pacific ex Japan Index Fund Retail Class (HKD) Units Asia-Pacific ex-Japan Equity No No 0.96
BOC-Prudential MSCI Japan Index Fund Provident Class - Class (HKD) Units Japan Large-Cap Blend Equity No No 1.02
BOC-Prudential MSCI Japan Index Fund Provident Class - Class (USD) Units Japan Large-Cap Blend Equity No No 1.02
Capital Group Emerging Markets Local Currency Debt Fund (LUX) ZL SGD Global Emerging Markets Bond - Local Currency No No 0.60
Barings Global Opportunities Umbrella Fund - Barings Global Balanced Fund Class I USD USD Moderate Allocation No Yes 0.80
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond WT (H2-EUR) Other Bond No No 0.59
Capital Group Global Allocation Fund (LUX) A7 USD USD Moderate Allocation No No 0.50
Capital Group Global Corporate Bond Fund (LUX) ZL JPY Global Corporate Bond - USD Hedged No No 0.50
BlackRock Global Funds - Next Generation Technology Fund A2 EUR Sector Equity Technology No Yes 1.81
Allianz Pet and Animal Wellbeing WT EUR Other Equity No Yes 0.74
Capital Group New Perspective Fund (LUX) P CHF Global Large-Cap Growth Equity No Yes 0.70
JPMorgan SAR Asian - Class B (acc) - USD Asia-Pacific ex-Japan Equity No No 0.00
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