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
BOC-Prudential S&P 500 Index Fund Provident Adminstration Class (HKD) Units US Large-Cap Blend Equity No No 0.00
BOC-Prudential MSCI AC Asia Pacific ex Japan Index Fund Provident Adminstration Class (HKD) Units Asia-Pacific ex-Japan Equity No No 0.00
BOC-Prudential North America Index Fund Provident Adminstration Class (HKD) Units US Large-Cap Blend Equity No No 0.00
BOC-Prudential MSCI Japan Index Fund Provident Adminstration Class (HKD) Units Japan Large-Cap Blend Equity No No 1.03
Allianz Global Investors Fund - Allianz Best Styles Global Equity AT USD Global Large-Cap Blend Equity No No 1.35
Thornburg Strategic Income Fund Class N USD Accumulating (Unhedged) Global Flexible Bond No 1.95
Hang Seng Global Bal A HKD Mly Inc USD Moderate Allocation No No 1.50
Hang Seng Investment Series Hang Seng Global Balanced A RMB Hedged Monthly Income Other Allocation No No 1.50
Hang Seng Investment Series Hang Seng Global Balanced A USD Monthly Income USD Moderate Allocation No No 1.50
Hang Seng Investment Series Hang Seng Global High Growth Fund A HKD Acc Global Large-Cap Blend Equity No No 1.47
Capital Group Global Corporate Bond Fund (LUX) ZL CHF Global Corporate Bond - USD Hedged No No 0.50
Allianz US Investment Grade Credit Fund P4 USD USD Corporate Bond No 0.37
Allianz US Investment Grade Credit Fund AT H2-SEK Other Bond No 0.95
Neuberger Berman Global Equity Megatrends Fund SGD A Acc Class Other Equity No No 1.74
Signature CIO Conservative Fund AHK MD D HKD Dis USD Flexible Bond No 1.25
Schroder Institutional Pooled Fund Smart North American Equity Fund Class B Acc HKD US Large-Cap Blend Equity No No 0.00
Allianz Global Investors Fund - Allianz Best Styles Global Equity CT2 (USD) Global Large-Cap Blend Equity No No 2.10
Fidelity Funds - US Dollar Bond Fund A-MCDIST-EUR (hedged) Other Bond No No 1.05
Fidelity Funds - US Dollar Bond Fund A-MCDIST-GBP (hedged) Other Bond No No 1.05
Fidelity Funds - US Dollar Bond Fund A-MCDIST(G)-JPY (hedged) Other Bond No No 1.05
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