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
PIMCO GIS Diversified Income Fund M Retail USD Income II Global Flexible Bond - USD Hedged No 1.59
AB - European Income Portfolio AA USD H Inc Other Bond No 1.35
AB - American Income Portfolio AA AUD H Inc Other Bond No 1.31
AB - Short Duration High Yield Portfolio AA USD Inc Global High Yield Bond No 1.30
AB - Emerging Markets Debt Portfolio AA USD Inc Global Emerging Markets Bond No No 1.36
AB - European Income Portfolio AA AUD H Inc Other Bond No 1.35
AB - American Income Portfolio AA Inc USD Flexible Bond No 1.31
AB - Emerging Markets Debt Portfolio AA AUD H Inc Other Bond No No 1.36
AB - American Income Portfolio IT RMB H Other Bond No 0.76
AB - European Income Portfolio AA EUR Inc EUR Flexible Bond No 1.35
Amundi HK Balanced Fund Classic USD - Accumulation USD Moderate Allocation No No 1.40
BlackRock Global Funds - Asian Tiger Bond Fund A8 ZAR Hedged Other Bond No 1.20
BlackRock Global Funds - World Energy Fund A2 AUD Hedged Other Equity No No 2.05
AB - Short Duration High Yield Portfolio AA AUD H Inc Other Bond No 1.30
Allianz Global Investors Fund - Allianz Global Small Cap Equity PT2 GBP Global Small/Mid-Cap Equity No No 0.86
AB SICAVI - European Equity Portfolio AD USD H Inc Other Equity No No 1.82
AB SICAV I - Global Value Portfolio AD AUD H Inc Other Equity No No 1.81
AB SICAV I - Global Value Portfolio AD EUR H Inc Other Equity No No 1.81
Amundi HK Balanced Fund Classic RMB - Accumulation USD Moderate Allocation No No 1.40
AB - European Income Portfolio AA SGD H Inc Other Bond No 1.35
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