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
Capital Group Global High Income Opportunities (LUX) Z Global Flexible Bond No 0.90
Momentum Global Funds Harmony Asian Balanced Fund B Asia Allocation No No 2.62
Capital Group Global High Income Opportunities (LUX) Zdh-GBP Global Flexible Bond - GBP Hedged No 0.90
HSBC Global Investment Funds - Managed Solutions - Asia Focused Income AM3OEUR Other Allocation No No 1.61
Capital Group Global High Income Opportunities (LUX) Bh-GBP Global Flexible Bond - GBP Hedged No 1.70
Morgan Stanley Investment Funds - US Growth Fund CH (EUR) Other Equity No Yes 2.48
Capital Group Global High Income Opportunities (LUX) Bgd Global Flexible Bond No 1.60
T. Rowe Price Funds SICAV - Global Value Equity Fund A USD Global Large-Cap Value Equity No No 1.74
Allianz Global Investors Fund - Allianz Income and Growth AM HKD USD Moderate Allocation No No 1.55
JPM Global High Yield Bond A (irc) - NZD (hedged) Other Bond No 1.16
HSBC Global Investment Funds - Managed Solutions - Asia Focused Conservative ACHKD Asia Allocation No No 1.11
AB - Emerging Markets Multi-Asset Portfolio AD EUR H Inc Other Allocation No No 1.88
AB - Global High Yield Portfolio S EUR H Acc Global High Yield Bond - EUR Hedged No 0.05
HSBC Global Investment Funds - Managed Solutions - Asia Focused Conservative AC Asia Allocation No No 1.11
UBS (Lux) Key Selection SICAV - Asia Allocation Opportunity (USD) (SGD hedged) P-mdist Other Allocation No No 2.12
JPM Global High Yield Bond A (irc) - AUD (hedged) Other Bond No 1.09
AB - Emerging Markets Multi-Asset Portfolio AD USD Inc Global Emerging Markets Allocation No No 1.88
AB - Emerging Markets Multi-Asset Portfolio AD AUD H Inc Other Allocation No No 1.88
AB - Emerging Markets Multi-Asset Portfolio AD GBP H Inc Other Allocation No No 1.88
Amundi Funds - Equity MENA A2 USD (C) Africa & Middle East Equity No No 2.23
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