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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
Amundi Funds - Emerging Markets Green Bond A2 AUD Hedged MTD3 (D) Other Bond Yes No 1.85
Amundi Funds - Emerging Markets Green Bond A2 HKD MTD3 (D) Global Emerging Markets Corporate Bond Yes No 1.85
Amundi Funds - Emerging Markets Green Bond A2 RMB Hedged MTD3 (D) Other Bond Yes No 1.85
Amundi Funds - Emerging Markets Green Bond A2 USD MTD3 (D) Global Emerging Markets Corporate Bond Yes No 1.85
JPMorgan Future Transition Multi-Asset (acc) - USD USD Moderate Allocation Yes Yes 1.50
JPMorgan Future Transition Multi-Asset (acc) - HKD USD Moderate Allocation Yes Yes 1.50
JPMorgan Future Transition Multi-Asset (acc) - RMB (hedged) Other Allocation Yes Yes 1.50
JPMorgan Future Transition Multi-Asset (cgdiv) - USD USD Moderate Allocation Yes Yes 1.50
JPMorgan Future Transition Multi-Asset (cgdiv) - HKD USD Moderate Allocation Yes Yes 1.50
JPMorgan Future Transition Multi-Asset (cgdiv) - RMB (hedged) Other Allocation Yes Yes 1.50
Neuberger Berman Global Sustainable Equity Fund USD A Accumulating Class Global Large-Cap Growth Equity Yes Yes 1.63
Eastspring Investments - Asia ESG Bond Fund AH HKD Accumulation Asia Bond Yes 1.30
Eastspring Investments - Asia ESG Bond Fund AHDM HKD Distribution Asia Bond Yes 1.30
BNP Paribas Funds Energy Transition - Classic Capitalisation NOK Sector Equity Alternative Energy Yes Yes 1.98
BNP Paribas Funds Energy Transition Classic RH USD Capitalisation Other Equity Yes Yes 1.98
BNP Paribas Funds Sustainable Global Corporate Bond Classic EUR Cap Global Corporate Bond - USD Hedged Yes Yes 1.12
Allianz Global Investors Fund - Allianz Green Bond P EUR Global Diversified Bond - EUR Hedged Yes No 0.65
Ninety One Global Strategy Fund - Global Environment Fund A Acc RMB Hedged Other Equity Yes No 2.00
FF - Global Consumer Brands Fund A-Acc-HKD Sector Equity Consumer Goods & Services Yes Yes 1.91
Allianz Global Investors Fund - Allianz Dynamic Multi Asset Strategy SRI 15 WT7 EUR EUR Cautious Allocation - Global Yes No 0.54
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