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
Pictet-Chinese Local Currency Debt P dm RMB RMB Bond - Onshore No 1.25
JPMorgan Provident Capital Fund - Distribution Unit - R USD Cautious Allocation No No 0.00
JPMorgan Provident Balanced Fund - Distribution Unit - R USD Moderate Allocation No No 0.00
JPMorgan Provident Growth Fund - Distribution Unit - R USD Aggressive Allocation No No 0.00
Allianz Global Investors Fund - Allianz China A-Shares AT (EUR) China Equity - A Shares No No 2.28
Allianz Global Investors Fund - Allianz China A-Shares AT (H-USD) Other Equity No No 2.31
Allianz Global Investors Fund - Allianz China A-Shares ET (H-SGD) Other Equity No No 1.70
Allianz Global Investors Fund - Allianz China A-Shares ET (SGD) China Equity - A Shares No No 1.70
Fidelity Selected Funds - Short Duration Quality Income Fund Class A-DIS-USD Asia Bond No 2.34
Fidelity Selected Funds - Short Duration Quality Income Fund Class A-DIS-HKD Asia Bond No 2.34
Fidelity Selected Funds - Short Duration Quality Income Fund Class A-HDIS-RMB (Hedged) Other Bond No 2.34
Invesco Funds - Invesco Metaverse and AI Fund A Acc USD Sector Equity Technology No Yes 1.97
Wellington Multi-Asset High Income Fund - AUD A M4 DisH Other Allocation No No 1.79
Wellington Multi-Asset High Income Fund - GBP A M4 DisH GBP Allocation 20-40% Equity No No 1.79
Capital Group Global Allocation Fund (LUX) P USD USD Moderate Allocation No No 0.80
BOCHK All Weather China New Dynamic Equity Fund Class A1 USD Greater China Equity No No 2.82
BOCHK All Weather China New Dynamic Equity Fund Class A2 USD Greater China Equity No No 2.82
BOCHK All Weather China New Dynamic Equity Fund Class A8 RMB H Other Equity No No 2.82
Capital Group Capital Income Builder (LUX) Bfydm HKD USD Aggressive Allocation No No 1.70
Capital Group American Balanced Fund (LUX) Bfydm HKD USD Moderate Allocation No No 1.70
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