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
JPMorgan Asian Smaller Companies Fund (acc) - Digital USD Asia ex-Japan Small/Mid-Cap Equity No No 0.97
JPMorgan Pacific Technology (acc) - Class Digital USD Sector Equity Technology No Yes 0.88
JPMorgan ASEAN Fund (acc) - Class Digital USD ASEAN Equity No No 0.85
Fidelity Funds - US High Yield Fund A-MCDIST(G)-JPY (hedged) Other Bond No 1.39
Schroder International Selection Fund Dynamic Income A Distribution USD MF3 USD Moderate Allocation No No 1.56
Schroder International Selection Fund Dynamic Income A Distribution GBP Hedged MF3 GBP Allocation 40-60% Equity No No 1.67
Schroder International Selection Fund Dynamic Income A Distribution HKD MF3 USD Moderate Allocation No No 1.56
Schroder International Selection Fund Dynamic Income A Distribution CNH Hedged MF3 Other Allocation No No 1.59
BEA Union Investment Asian Bond and Currency Fund I HKD Dis Asia High Yield Bond No 0.00
ChinaAMC Hang Seng TECH Index ETF B HKD Accumulating (Unlisted Class) Sector Equity Technology No Yes 1.08
Allianz Global Small Cap Equity WT (EUR) Global Small/Mid-Cap Equity No No 0.75
Wellington Credit Total Return Fund JPY A M2 DisH Other Bond No 1.51
Allianz Global Investors Fund - Allianz Global Small Cap Equity AT3 (H-EUR) Other Equity No No 2.06
SMD-AM Japan Mid Small Cap Value Class A HKD Unhedged Accumulated Japan Small/Mid-Cap Equity No No 1.80
SMD-AM Japan Mid Small Cap Value Class A HKD Accumulated Japan Small/Mid-Cap Equity No No 1.85
BlackRock Global Funds - World Energy Fund D4 USD Sector Equity Energy No No 1.30
BlackRock Global Funds - World Energy Fund D4 EUR Sector Equity Energy No No 1.30
Manulife Stable Fund Class AA HKD Acc USD Money Market No No 0.45
Manulife Stable Fund Class I Acc USD Money Market No No 0.00
Manulife Stable Fund Class AA Inc N USD Money Market No No 0.45
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