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
Eastspring Investments - US High Yield Bond Fund - AADM (hedged) Other Bond No 1.50
HSBC Global Investment Funds - Managed Solutions - Asia Focused Income AM2 Asia Allocation No No 1.59
HSBC Global Investment Funds - Managed Solutions - Asia Focused Income AM2HKD Asia Allocation No No 1.59
Thornburg Global Opportunities Fund Class A USD Accumulating (Unhedged) Global Large-Cap Blend Equity No No 1.75
JPMorgan Funds - US High Yield Plus Bond Fund A (mth) - HKD USD High Yield Bond No 1.05
Thornburg Global Opportunities Fund Class I USD Accumulating (Unhedged) Global Large-Cap Blend Equity No No 0.90
AB - Select US Equity Portfolio I EUR Acc US Large-Cap Blend Equity No No 1.17
Allianz Global Investors Fund - Allianz Income and Growth A (H2-EUR) EUR Moderate Allocation - Global No No 1.55
AB - Select US Equity Portfolio A SGD H Acc Other Equity No No 1.97
AB - Global High Yield Portfolio CT USD Inc Global High Yield Bond No 2.13
HSBC Global Investment Funds - Managed Solutions - Asia Focused Income AC Asia Allocation No No 1.59
AB - Emerging Markets Multi-Asset Portfolio ID USD Inc Global Emerging Markets Allocation No No 1.08
Capital Group Global High Income Opportunities (LUX) Bdh-EUR Global Flexible Bond - EUR Hedged No 1.70
Capital Group Global High Income Opportunities (LUX) Zgdh-GBP Global Flexible Bond - GBP Hedged No 0.90
Momentum Global Funds Harmony Asian Growth Fund E Asia Allocation No No 2.29
Momentum Global Funds Harmony Asian Balanced Fund D Asia Allocation No No 3.42
Momentum Global Funds Harmony Asian Growth Fund D Asia Allocation No No 3.44
Momentum Global Funds Harmony Asian Growth Fund B Asia Allocation No No 2.64
Allianz Global Investors Fund - Allianz Income and Growth AM USD USD Moderate Allocation No No 1.55
AB - Global High Yield Portfolio AT NZD H Inc Other Bond No 1.63
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