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
Capital Group Emerging Markets Total Opportunities (LUX) A9 Global Emerging Markets Allocation No No 0.70
Capital Group Emerging Markets Total Opportunities (LUX) A9dh-GBP Other Allocation No No 0.70
Capital Group US Corporate Bond Fund (LUX) Zdh-GBP Other Bond No No 0.70
Capital Group US Corporate Bond Fund (LUX) Bh-EUR Other Bond No No 1.20
Capital Group US Corporate Bond Fund (LUX) Bd USD Corporate Bond No No 1.10
Capital Group US Corporate Bond Fund (LUX) Zh-EUR Other Bond No No 0.70
Capital Group US Corporate Bond Fund (LUX) Zh-CHF Other Bond No No 0.70
PIMCO GIS Diversified Income Fund W Class EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No 0.60
PIMCO GIS Diversified Income Fund W Class CHF (Hedged) Income Global Flexible Bond - CHF Hedged No 0.60
JPMorgan SAR Investment Grade Corporate Bond - Class B (acc) - HKD Global Corporate Bond - USD Hedged No No 0.00
JPMorgan SAR Investment Grade Corporate Bond - Class C (acc) - HKD Global Corporate Bond - USD Hedged No No 0.00
BOC-Prudential European Index Fund Provident Class - Class A (HKD) Units Europe Large-Cap Blend Equity No No 0.13
Invesco Funds - Invesco Asia Asset Allocation Fund A Distribution HKD MD1 Asia Allocation No No 1.69
GS Global Income Bond Portfolio Base Shares (Acc.) Global Flexible Bond - USD Hedged No 1.25
Janus Henderson Horizon Asia-Pacific Property Income Fund A4m USD Inc Property - Indirect Asia No Yes 2.09
Janus Henderson Horizon Asia-Pacific Property Income Fund A5m USD Inc Property - Indirect Asia No Yes 2.09
Allianz Global Investors Fund - Allianz Global High Yield W9 (USD) Global High Yield Bond No 0.53
Allianz Global Investors Fund - Allianz Global Income AMg USD USD Moderate Allocation No No 1.55
Allianz Global Investors Fund - Allianz Euro High Yield Bond AT H2-USD Other Bond No 1.40
Allianz Global Investors Fund - Allianz Euro High Yield Bond IM H2-USD Other Bond No 0.80
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