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
BOC Sustainable Growth Mixed Securities Investment Fund H Aggressive Allocation - Large Growth No 1.42
Allianz Global Investors Fund - Allianz Income and Growth RM HKD USD Moderate Allocation No No 0.95
Value Partners Multi-Asset Fund A HKD Greater China Allocation No No 2.25
BOCIP China Value Fund Class A – RMB (Hedged) Units Other Equity No No 1.99
BOCOM Schroders Growth Mixed Securities Investment Fund H Aggressive Allocation - Large Growth No 1.41
ChinaAMC Return Securities Investment Fund H Moderate Allocation No 1.40
AB - Global High Yield Portfolio IT NZD H Inc Other Bond No 1.13
AB - Global High Yield Portfolio IT CAD H Inc Other Bond No 1.13
AB - Global High Yield Portfolio IT GBP H Inc Global High Yield Bond - GBP Hedged No 1.13
Capital Group Global High Income Opportunities (LUX) Ch-JPY Other Bond No 0.20
AB - Global High Yield Portfolio IA AUD H Inc Other Bond No 1.13
Harvest Growth Income H Moderate Allocation No Yes 1.41
Allianz Global Investors Fund - Allianz Income and Growth RT (H2-EUR) EUR Moderate Allocation - Global No No 0.95
Allianz Global Investors Fund - Allianz Income and Growth RM (H2-SGD) Other Allocation No No 0.95
Allianz Global Investors Fund - Allianz Income and Growth RM (H2-CAD) Other Allocation No No 0.95
Allianz Global Investors Fund - Allianz Income and Growth RM (H2-AUD) Other Allocation No No 0.95
Allianz Global Investors Fund - Allianz Income and Growth RM (H2-RMB) Other Allocation No No 0.95
BOCIP China Value Fund Class A - RMB Units China Equity No No 1.98
Schroder International Selection Fund Global High Yield A Accumulation EUR Global High Yield Bond No 1.28
Schroder International Selection Fund Global High Yield A Distribution AUD Hedged MVC Other Bond No 1.31
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