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
Invesco Funds - Invesco UK Equity Fund A SDistribution USD UK Large-Cap Equity No No 1.81
Invesco Funds - Invesco UK Equity Fund A SDistribution USD Hedged Other Equity No No 1.81
First Sentier Asia Strategic Bond Fund Class I Hedged N Monthly (Distributing) RMB Other Bond No No 1.33
Manulife Global Fund - ASEAN Equity Fund AA HKD Acc ASEAN Equity No No 1.78
Fidelity Funds - Emerging Europe, Middle East and Africa Fund SP A EUR Acc Other Equity No No 0.00
Fidelity Funds - Emerging Europe, Middle East and Africa Fund SP A USD Acc Other Equity No No 0.00
Fidelity Funds - Emerging Europe, Middle East and Africa Fund SP A EUR Inc Other Equity No No 0.00
Fidelity Funds - Emerging Europe, Middle East and Africa Fund SP A USD Inc Other Equity No No 0.00
Capital Group Multi-Sector Income Fund (LUX) Bgdmh-AUD Other Bond No 1.20
Capital Group US Corporate Bond Fund (LUX) Pfdm USD Corporate Bond No No 0.50
Orient Sun Rise Dynamic Strategy Fund I USD Acc USD Flexible Allocation No Yes 1.90
Orient Sun Rise Dynamic Strategy Fund I HKD Acc USD Flexible Allocation No Yes 1.90
Capital Group US Corporate Bond Fund (LUX) A4 EUR USD Corporate Bond No No 0.30
First Sentier Asian Quality Bond Fund Class I (Accumulation) HKD Asia Bond No No 2.04
abrdn SICAV I - Short Dated Enhanced Income Fund A Acc USD USD Corporate Bond - Short Term No No 0.68
abrdn SICAV I - Short Dated Enhanced Income Fund A Gross MInc USD USD Corporate Bond - Short Term No No 0.68
Capital Group AMCAP Fund (LUX) C JPY US Large-Cap Growth Equity No Yes 0.20
Signature CIO Balanced Fund AHK MD D HKD Inc USD Moderate Allocation No No 1.36
Signature CIO Balanced Fund AG HGD MD D GBP Inc GBP Allocation 40-60% Equity No No 1.37
Signature CIO Balanced Fund AA HGD MD D AUD Inc USD Moderate Allocation No No 1.37
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