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 Income AMgi H2 SGD Other Allocation No No 1.55
Value Partners Fund Series - Value Partners Japan REIT Fund A HKD Hedged MDis Property - Indirect Other No Yes 2.21
Value Partners Fund Series - Value Partners Japan REIT Fund A JPY Unhedged MDis Property - Indirect Other No Yes 2.21
Value Partners Fund Series - Value Partners Japan REIT Fund A RMB Hedged MDis Property - Indirect Other No Yes 2.21
Value Partners Fund Series - Value Partners Japan REIT Fund A SGD Hedged MDis Property - Indirect Other No Yes 2.21
Value Partners Fund Series - Value Partners Japan REIT Fund A USD Hedged MDis Property - Indirect Other No Yes 2.21
Taiping Investment Grade Bond A HKD Global Corporate Bond No No 0.00
Capital Group Multi-Sector Income Fund (LUX) ZL SGD USD Flexible Bond No 0.50
Capital Group Investment Company of America (LUX) ZL SGD US Large-Cap Blend Equity No Yes 0.70
Fidelity Funds - US High Yield Fund A-MCDIST(G)-RMB(Hedged) Other Bond No 1.39
Fidelity Funds - Japan Value Fund A-MCDIST(G)-JPY Japan Large-Cap Blend Equity No No 1.92
Fidelity Funds - Japan Value Fund A-MCDIST(G)-USD(H) Other Equity No No 1.92
Allianz Global Investors Fund - Allianz Global Income BMf9 USD USD Moderate Allocation No No 2.55
Allianz Global Investors Fund - Allianz Global Income AMgi H2 CNH Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz Global Income AMg HKD USD Moderate Allocation No No 1.55
Allianz Global Investors Fund - Allianz Global Income AMgi H2 EUR EUR Moderate Allocation - Global No No 1.55
Allianz Global Investors Fund - Allianz Global Income AMgi H2 JPY Other Allocation No No 1.55
Morgan Stanley Investment Funds - Global Bond Fund AH2 (CHF) Global Diversified Bond - CHF Hedged No 1.10
Morgan Stanley Investment Funds - Global Bond Fund AH2 (EUR) Global Diversified Bond - EUR Hedged No 1.05
Morgan Stanley Investment Funds - Global Bond Fund AH2 (GBP) Global Diversified Bond - GBP Hedged No 1.07
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