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
AB - Emerging Markets Multi-Asset Portfolio AD CAD H Inc Other Allocation No No 1.88
Capital Group Global High Income Opportunities (LUX) Zh-EUR Global Flexible Bond - EUR Hedged No 0.90
JPM Global High Yield Bond A (irc) - CAD (hedged) Other Bond No 1.15
Matthews Asia Funds - Asia Discovery Fund I USD Acc Asia ex-Japan Small/Mid-Cap Equity No No 1.15
Allianz Global Investors Fund - Allianz Income and Growth AM (H2-CAD) Other Allocation No No 1.55
AB - Global High Yield Portfolio IT AUD H Inc Other Bond No 1.13
Allianz Global Investors Fund - Allianz Income and Growth AM (H2-GBP) GBP Allocation 40-60% Equity No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth AM (H2-EUR) EUR Moderate Allocation - Global No No 1.55
AB - Global High Yield Portfolio IT USD Inc Global High Yield Bond No 1.13
BlackRock Global Funds - Japan Small & MidCap Opportunities Fund A2 USD Hedged Other Equity No No 1.80
Allianz Global Investors Fund - Allianz Income and Growth PM (H2-GBP) GBP Allocation 40-60% Equity No No 0.89
Capital Group European Growth and Income Fund (LUX) Zd Europe Large-Cap Blend Equity No No 0.90
Allianz Global Investors Fund - Allianz Income and Growth AM (H2-SGD) Other Allocation No No 1.55
Capital Group European Growth and Income Fund (LUX) Z Europe Large-Cap Blend Equity No No 0.90
UBS (Lux) Key Selection SICAV - Asia Allocation Opportunity (USD) (AUD hedged) P-mdist Other Allocation No No 2.30
Capital Group Global High Income Opportunities (LUX) Bgdh-GBP Global Flexible Bond - GBP Hedged No 1.70
Allianz Global Investors Fund - Allianz Income and Growth AM (H2-CNY) Other Allocation No No 1.55
AB - Emerging Markets Multi-Asset Portfolio A CAD H Acc Other Allocation No No 1.88
FTGF Brandywine Global Income Optimiser Fund Class A US$ Accumulating Global Flexible Bond No 1.37
Allianz Global Investors Fund - Allianz Income and Growth IT USD USD Moderate Allocation No No 0.85
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