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
JPMorgan SAR European - Class B (acc) - USD Europe Large-Cap Blend Equity No No 0.00
E Fund Unit Trust Fund - E Fund (HK) Short-Duration Bond Fund Class I (Accumulation) (HKD) Asia Bond No 0.63
JPMorgan SAR Japan - Class B (acc) - USD Japan Large-Cap Blend Equity No No 0.00
Eastspring Investments - China A Shares Growth Fund AH HKD China Equity - A Shares No No 1.80
Wellington Multi-Asset High Income Fund - SGD A M4 DiH Other Allocation No No 1.79
Wellington Multi-Asset High Income Fund - USD A M4 Di USD Cautious Allocation No No 1.79
Wellington Multi-Asset High Income Fund - HKD A M4 Di USD Cautious Allocation No No 1.79
Capital Group American Balanced Fund (LUX) C USD Moderate Allocation No No 0.20
Capital Group American Balanced Fund (LUX) Cgd USD Moderate Allocation No No 0.20
Allianz Pet and Animal Wellbeing AT SEK Other Equity No Yes 2.18
Capital Group Global Corporate Bond Fund (LUX) P Global Corporate Bond - USD Hedged No No 0.50
BNP Paribas Funds Emerging Bond Opportunities Classic MD2 Distribution Global Emerging Markets Bond No No 1.94
HSBC Global Investment Funds - Global Infrastructure Equity AC Sector Equity Infrastructure No No 1.84
Fidelity Funds - Global Income Fund A-HMDIST(G)-RMB (hedged) Other Bond No 1.33
Allianz Global Investors Fund - Allianz Global Equity Unconstrained WQ H EUR Other Equity No Yes 0.73
Allianz Global Investors Fund - Allianz Global Equity Unconstrained CT EUR Global Large-Cap Growth Equity No Yes 2.85
Allianz Global Investors Fund - Allianz Global Equity Unconstrained AT EUR Global Large-Cap Growth Equity No Yes 2.10
Schroder Capital Stable Fund A Distribution RMB Hedged Other Allocation No No 1.17
Allianz Global Investors Choice Fund - Allianz Choice Asian Fund Administration Class A (HKD) Asia ex-Japan Equity No Yes 1.00
Manulife Hong Kong Series - Manulife Global Multi-Asset Diversified Income Fund Class Aa HKD Inc USD Flexible Allocation No No 2.48
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