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
BlackRock Global Funds - Asian Tiger Bond Fund D4 GBP Hedged Other Bond No 0.70
BlackRock Global Funds - Asian Tiger Bond Fund A2 EUR Hedged Other Bond No 1.20
Amundi HK Balanced Fund Classic AUD (hedged) - Distribution Other Allocation No No 1.40
GF Industry Leaders Mixed Assets Fund H Aggressive Allocation - Large Blend No 1.42
Amundi HK Balanced Fund Classic HKD - Distribution USD Moderate Allocation No No 1.40
AB (HK) American Income Portfolio Class A2 Acc RMB H Other Bond No 1.29
New Capital Wealthy Nations Bond Fund EUR Ord Acc Global Emerging Markets Corporate Bond - EUR Hedged No 1.50
AB (HK) European Income Portfolio Class AA RMB H Other Bond No 1.54
AB (HK) European Income Portfolio Class A2 RMB H Other Bond No 1.54
JPM China Emerging Power Fund Class H Aggressive Allocation - Large Growth No No 1.76
BlackRock Global Funds - Asian Tiger Bond Fund A8 CNH Hedged Other Bond No 1.20
Da Cheng Domestic Demand Growth Mixed Fund H Aggressive Allocation - Large Growth No 1.49
AB (HK) American Income Portfolio Class AA RMB H Other Bond No 1.27
Jupiter Merian Global Equity Income Fund (IRL) L USD Inc Global Equity Income No No 1.94
BlackRock Global Funds - Swiss Small & MidCap Opportunities Fund D3 CHF Switzerland Small/Mid-Cap Equity No No 1.06
abrdn SICAV I - Indian Bond Fund A Acc USD Other Bond No Yes 1.17
UBS (Lux) Key Selection SICAV - China Allocation Opportunity (USD) (AUD hedged) P-6%-mdist Other Allocation No No 1.90
MFS Meridian Funds - Global Total Return Fund N2 USD USD Moderate Allocation No No 2.43
Barings German Growth Trust - Class I USD Acc Germany Equity No No 0.82
AB SICAV I - Global Value Portfolio S GBP H Acc Other Equity No No 0.12
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