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
Schroder International Selection Fund Dynamic Income A Distribution USD MF USD Moderate Allocation No No 1.55
PIMCO GIS Diversified Income Fund W Class GBP (Hedged) Accumulation Global Flexible Bond - GBP Hedged No 0.60
PIMCO GIS Diversified Income Fund W Class EUR (Hedged) Income Global Flexible Bond - EUR Hedged No 0.60
PIMCO GIS Diversified Income Fund W Class GBP (Hedged) Income Global Flexible Bond - GBP Hedged No 0.60
PIMCO GIS Diversified Income Fund W Class USD Income Global Flexible Bond - USD Hedged No 0.60
PIMCO GIS Diversified Income Fund W Class CHF (Hedged) Accumulation Global Flexible Bond - CHF Hedged No 0.60
PIMCO GIS Diversified Income Fund W Class USD Accumulation Global Flexible Bond - USD Hedged No 0.60
PIMCO GIS Diversified Income Fund W Class SGD (Hedged) Income Other Bond No 0.60
Invesco Funds - Invesco India Bond Fund A Monthly Distribution-1 HKD Other Bond No No 1.62
Wellington Credit Total Return Fund SGD A M6 DisH Other Bond No 1.51
Wellington Credit Total Return Fund USD A M6 DisU USD Flexible Bond No 1.51
Wellington Credit Total Return Fund HKD A M6 DisU USD Flexible Bond No 1.51
Manulife Global Fund - Investment Grade Preferred Securities Income Fund R (HKD) MDIST (G) Other Bond No No 0.00
Manulife Global Fund - Investment Grade Preferred Securities Income Fund R (USD) MDIST (G) Other Bond No No 0.00
BOCHK Balanced Growth A RMB USD Moderate Allocation No No 1.25
BOCHK Asia Pacific Property A RMB Property - Indirect Asia No Yes 0.24
Allianz Global Investors Fund - Allianz GEM Equity High Dividend IT EUR Global Emerging Markets Equity No No 1.29
Signature CIO Balanced Fund AE HGD MD D EUR Inc EUR Moderate Allocation - Global No No 1.35
Taiping Investment Grade Bond I USD Global Corporate Bond No No 0.00
JPMorgan SAR China A-Shares - Class B (acc) - HKD China Equity - A Shares No No 0.00
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