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
AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A Distribution MonthlystAUDH Other Bond Yes No 1.31
Allianz Global Investors Fund - Allianz Global Multi-Asset Credit I (H2-EUR) Global Flexible Bond - EUR Hedged Yes 0.62
Allianz Global Investors Fund - Allianz Global Multi-Asset Credit AT (H2-CZK) Other Bond Yes 1.15
Harvest ESG China Equity Fund I USD Acc China Equity Yes No 0.00
Harvest ESG China Equity Fund A HKD Acc China Equity Yes No 1.69
HSBC Global Investment Funds - Global Lower Carbon Bond AC Global Corporate Bond - USD Hedged Yes No 1.04
HSBC Global Investment Funds - Global Lower Carbon Bond AD Global Corporate Bond - USD Hedged Yes No 1.04
HSBC Global Investment Funds - Global Lower Carbon Bond IC Global Corporate Bond - USD Hedged Yes No 0.60
HSBC Global Investment Funds - Global Lower Carbon Bond ACHGBP Global Corporate Bond - GBP Hedged Yes No 1.06
HSBC Global Investment Funds - Global Lower Carbon Bond AM2 Global Corporate Bond - USD Hedged Yes No 1.05
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus IT USD USD Corporate Bond - Short Term Yes 0.32
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus P (H2-EUR) Other Bond Yes 0.37
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus AT (H2-EUR) Other Bond Yes 0.60
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus WT (H2-EUR) Other Bond Yes 0.24
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus IT (H2-EUR) Other Bond Yes 0.32
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus AT USD USD Corporate Bond - Short Term Yes 0.60
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus P2 USD USD Corporate Bond - Short Term Yes 0.28
HSBC Global Investment Funds - Global Lower Carbon Bond ACHEUR USD Global Corporate Bond - EUR Hedged Yes No 1.06
HSBC Global Investment Funds - Global Lower Carbon Bond AM2HKD USD Global Corporate Bond - USD Hedged Yes No 1.05
HSBC Global Investment Funds - Global Lower Carbon Bond ACHEUR Global Corporate Bond - EUR Hedged Yes No 1.06
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