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	Low Carbon Designation	Representative Cost
MFS Meridian Funds - Global Total Return Fund IH1 EUR	EUR Moderate Allocation - Global	No	No	0.90
MFS Meridian Funds - Global Total Return Fund W1 EUR	USD Moderate Allocation	No	No	1.20
Value Partners Greater China High Yield Income Fund Class Z Acc USD Unhedged	Greater China High Yield Bond	No	No	0.00
HSBC Jintrust Large Cap Equity Securities Investment Fund H	Large Blend Equity	No	No	1.76
Schroder International Selection Fund Multi-Asset Growth and Income A Distribution CNH Hedged MFC	Other Allocation	No	No	1.59
Schroder International Selection Fund Multi-Asset Growth and Income A Distribution USD MF	USD Moderate Allocation	No	No	1.57
JPMorgan SAR Global Bond - Class C (acc) - HKD	Global Diversified Bond - USD Hedged	No	—	0.00
BOCHK All Weather China High Yield Bond Fund Class A8 (USD-H)	Greater China High Yield Bond	No	—	1.47
AB - American Income Portfolio IA AUD H Inc	Other Bond	No	—	0.76
AB - European Income Portfolio IA HKD H Inc	Other Bond	No	—	0.80
AB - American Income Portfolio IT NZD H Inc	Other Bond	No	—	0.76
AB - American Income Portfolio IT CAD H Inc	Other Bond	No	—	0.76
AB - American Income Portfolio IT GBP H Inc	Other Bond	No	—	0.76
AB - American Income Portfolio I2 SGD H Acc	Other Bond	No	—	0.76
AB - Short Duration High Yield Portfolio IT GBP H Inc	Global High Yield Bond - GBP Hedged	No	—	0.75
AB - American Income Portfolio IA USD Inc	USD Flexible Bond	No	—	0.76
AB - European Income Portfolio IT EUR Inc	EUR Flexible Bond	No	—	0.80
Amundi HK Balanced Fund Classic NZD (hedged) - Distribution	Other Allocation	No	No	1.40
Amundi HK New Generation Asia Pacific Equity Dividend Fund Classic GBP (hedged) - Distribution I	Other Equity	No	No	3.21
Amundi HK Balanced Fund Classic A USD - Accumulation	USD Moderate Allocation	No	No	1.45
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