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
AB - European Income Portfolio C2 USD H Acc Other Bond No 1.80
BOCHK All Weather CNY Equity Fund Class A3 (HKD) China Equity - A Shares No No 2.12
Fidelity Funds - Asian High Yield Fund I-MDIST-USD Asia High Yield Bond No No 0.74
UBS (Lux) Key Selection SICAV - China Allocation Opportunity (USD)(RMB hedged) P-6%-mdist Greater China Allocation No No 1.90
Value Partners Greater China High Yield Income Fund Class A Acc RMB Unhedged Greater China High Yield Bond No No 0.00
Allianz Global Investors Fund - Allianz Asian Multi Income Plus AM (H2-RMB) Other Allocation No Yes 1.55
BOCHK All Weather CNY Equity Fund Class A2 (USD) China Equity - A Shares No No 2.12
Barings German Growth Trust - Class I EUR Acc Germany Equity No No 0.82
UBS (Lux) Key Selection SICAV - China Allocation Opportunity (USD) P-6%-mdist Greater China Allocation No No 1.90
UBS (Lux) Key Selection SICAV - China Allocation Opportunity (USD) P-mdist Greater China Allocation No No 1.90
UBS (Lux) Key Selection SICAV - China Allocation Opportunity (USD) (HKD) P-6%-mdist Greater China Allocation No No 1.90
UBS (Lux) Key Selection SICAV - China Allocation Opportunity (USD) (SGD hedged) P-mdist Other Allocation No No 1.90
Barings German Growth Trust - Class A USD Hedged Acc Other Equity No No 1.57
Amundi HK Balanced Fund Classic USD - Distribution USD Moderate Allocation No No 1.40
Amundi HK New Generation Asia Pacific Equity Dividend Fund Classic NZD (hedged) - Distribution I Other Equity No No 3.21
BOCOM International China Dynamic Fund R China Equity - A Shares No 1.97
BOCOM International China Dynamic Fund I China Equity - A Shares No 1.97
Fidelity Funds - US High Yield Fund I-MDIST-USD USD High Yield Bond No 0.73
BOCHK All Weather CNY Equity Fund Class A1 (RMB) China Equity - A Shares No No 2.12
UBS (Lux) Key Selection SICAV - China Allocation Opportunity (USD) P-acc Greater China Allocation No No 1.90
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