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 Pan Asia - Class B (acc) - HKD Asia-Pacific ex-Japan Equity No Yes 0.00
Fidelity Funds - Global Income Fund A-MCDIST(G)-JPY (hedged) Other Bond No 1.33
Hang Seng CMS Bloomberg US Treasury 1-3 Year Index ETF Unlisted Class A USD Income USD Government Bond - Short Term No 0.66
Hang Seng CMS Bloomberg US Treasury 7-10 Year Index ETF Unlisted Class A USD Income USD Government Bond No 0.66
Hang Seng CMS Bloomberg US Treasury 1-3 Year Index ETF Unlisted Class A HKD Income USD Government Bond - Short Term No 0.66
Hang Seng CMS Bloomberg US Treasury 7-10 Year Index ETF Unlisted Class A RMB Income USD Government Bond No 0.66
Hang Seng CMS Bloomberg US Treasury 1-3 Year Index ETF Unlisted Class A RMB Income USD Government Bond - Short Term No 0.66
Hang Seng CMS Bloomberg US Treasury 7-10 Year Index ETF Unlisted Class A HKD Income USD Government Bond No 0.66
abrdnI-Global Dynamic Dividend A Gross Min Hedged JPY Global Equity Income No No 1.67
Hang Seng CMS Bloomberg US Treasury 1-3 Year Index ETF Unlisted Class D HKD Accumulation USD Government Bond - Short Term No 0.66
Allianz Global Investors Fund - Allianz US Large Cap Value A (EUR) US Large-Cap Value Equity No No 1.85
Allianz Global Investors Fund - Allianz US Large Cap Value P (EUR) US Large-Cap Value Equity No No 1.00
Allianz Japan Equity AT (JPY) Japan Large-Cap Blend Equity No No 1.85
Hang Seng CMS Bloomberg US Treasury 7-10 Year Index ETF Unlisted Class D HKD Accumulation USD Government Bond No 0.66
Allianz Global Artificl Intlgc RT H2CZK Other Equity No Yes 1.23
SMD-AM Japan Equity High Conviction A USD Accumulation Japan Flex-Cap Equity No No 0.55
ChinaAMC 20+ Year US Treasury Bond ETF A USD Accumulating (Unlisted Class) USD Government Bond No 0.00
BNP Paribas Funds US Growth Classic RH CNH MD Distribution Other Equity No Yes 1.98
BNP Paribas Funds US Growth Classic HKD MD Distribution US Large-Cap Growth Equity No Yes 1.98
BNP Paribas Funds US Growth Classic USD MD Distribution US Large-Cap Growth Equity No Yes 1.98
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