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
Allianz Global Investors Fund - Allianz Global High Yield IT (H2-EUR) Global High Yield Bond - EUR Hedged No 0.75
Allianz Global Investors Fund - Allianz Global High Yield P2 (H2-EUR) Global High Yield Bond - EUR Hedged No 0.57
MFS Meridian Funds - Global Total Return Fund A4 EUR USD Moderate Allocation No No 1.85
E Fund (HK) Select Bond Fund I2 USD Distribution Global Corporate Bond - USD Hedged No 0.66
E Fund (HK) Select Bond Fund A USD Acc Global Corporate Bond - USD Hedged No 0.95
E Fund (HK) Select Bond Fund I RMB Hedged Inc Other Bond No 0.63
BEA Union Investment Asian Opportunities Fund Class A USD (Dis) Asia-Pacific ex-Japan Equity No 1.95
BNP Paribas Funds Euro High Yield Bd Classic H USD MD-Distribution Other Bond No 1.58
Nikko AM Asian Small Mid Equity Fund USD Acc Asia ex-Japan Small/Mid-Cap Equity No 2.00
AB - American Income Portfolio IT HKD Inc USD Flexible Bond No 0.76
AB - American Income Portfolio I2 HKD Acc USD Flexible Bond No 0.76
PIMCO GIS Commodity Real Return Fund Institutional GBP (Hedged) Accumulation Commodities - Broad Basket No 0.74
FTGF Western Asset Global Multi Strategy Fund Class A AUD Distributing (M) (Hedged) Plus Other Bond No 1.40
FTGF Western Asset Global Multi Strategy Fund Class A US$ Distributing (M) Plus Global Flexible Bond No 1.40
HSBC Global Investment Funds - Global High Yield Bond XC Global High Yield Bond No 0.65
Manulife Global Fund - U.S. Special Opportunities Fund AA HKD Inc USD High Yield Bond No 1.10
BEA Union Investment Global Equity Fund I HKD Acc Global Large-Cap Blend Equity No 0.00
Capital Group US Corporate Bond Fund (LUX) Zd GBP USD Corporate Bond No No 0.60
Capital Group US Corporate Bond Fund (LUX) Zd EUR USD Corporate Bond No No 0.60
Capital Group US Corporate Bond Fund (LUX) Zgd EUR USD Corporate Bond No No 0.60
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