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
Wellington Credit Total Return Fund USD A AccU USD Flexible Bond No 1.51
Allianz Global Investors Fund - Allianz US Large Cap Value AT (EUR) US Large-Cap Value Equity No No 1.85
Allianz Global Investors Fund - Allianz US Large Cap Value WT (EUR) US Large-Cap Value Equity No No 0.66
Invesco Funds - Invesco Metaverse and AI Fund A Acc HKD Sector Equity Technology No Yes 1.97
Invesco Funds - Invesco Global Founders & Owners Fund A Accumulation HKD Global Large-Cap Growth Equity No No 1.77
Capital Group Global Allocation Fund (LUX) P GBP USD Moderate Allocation No No 0.80
Wellington Credit Total Return Fund NZD A M6 DisH USD Flexible Bond No 1.51
Fidelity Funds - Global Income Fund A-MCDIST(G)-GBP (hedged) Global Flexible Bond - GBP Hedged No 1.33
JPMorgan Asian Total Return Bond (icp) - USD Asia Bond No 1.08
JPMorgan Asian Total Return Bond (icp) - HKD Asia Bond No 1.08
Manulife Global Fund USD Income Fund AA JPY Hedged MDIST (G) Other Bond No 1.30
Manulife Global Fund USD Income Fund AA AUD Hedged MDIST (G) Other Bond No 1.30
Manulife Global Fund USD Income Fund AA RMB Hedged MDIST (G) Other Bond No 1.30
Wellington Credit Total Return Fund RMB A M6 DisH USD Flexible Bond No 1.51
Neuberger Berman Global Equity Megatrends Fund HKD A Accumulating Class Global Small/Mid-Cap Equity No No 1.71
First Sentier Global Listed Infrastructure Fund Class I (Monthly Distributing) HKD Sector Equity Infrastructure No No 1.75
First Sentier Global Listed Infrastructure Fund Class I (Monthly Distributing) USD Sector Equity Infrastructure No No 1.75
Wellington US Quality Growth Fund EUR EA AccU US Large-Cap Growth Equity No Yes 1.65
Wellington US Quality Growth Fund HKD EA AccU US Large-Cap Growth Equity No Yes 1.65
Wellington US Quality Growth Fund SGD EA AccH Other Equity No Yes 1.65
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