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
JPM Global High Yield Bond A (irc) - RMB (hedged) Other Bond No 1.16
Capital Group European Growth and Income Fund (LUX) A4 Europe Large-Cap Blend Equity No No 0.50
Goldman Sachs Global Multi-Asset Income Portfolio Base USD (Gross MDist) USD Moderate Allocation No 1.47
Allianz Global Investors Fund - Allianz Income and Growth P USD USD Moderate Allocation No No 0.89
Allianz Global Investors Fund - Allianz Income and Growth P (H2-EUR) EUR Moderate Allocation - Global No No 0.89
Allianz Global Investors Fund - Allianz Income and Growth PM USD USD Moderate Allocation No No 0.89
Matthews Asia Funds - Asia Discovery Fund I GBP Acc Asia ex-Japan Small/Mid-Cap Equity No No 1.15
AB - Global High Yield Portfolio AA EUR H Inc Global High Yield Bond - EUR Hedged No 1.63
AB - Global High Yield Portfolio AA RMB H Inc Other Bond No 1.63
AB - Global High Yield Portfolio AA NZD H Inc Other Bond No 1.63
AB - Global High Yield Portfolio AA GBP H Inc Global High Yield Bond - GBP Hedged No 1.63
AB - Global High Yield Portfolio AA CAD H Inc Other Bond No 1.63
UBS (Lux) Bond SICAV - USD High Yield (USD) P-6%-mdist USD High Yield Bond No 1.34
AB - Global High Yield Portfolio AA HKD Inc Global High Yield Bond No 1.63
Manulife Global Fund - Asian Small Cap Equity Fund AA HKD Asia ex-Japan Small/Mid-Cap Equity No No 1.76
Allianz Global Investors Fund - Allianz Income and Growth AT (H2-EUR) EUR Moderate Allocation - Global No No 1.55
HSBC Collective Investment Trust - HSBC China Multi-Asset Income Fund AM2 - USD Greater China Allocation No Yes 1.70
HSBC Collective Investment Trust - HSBC China Multi-Asset Income Fund AM2 - HKD Greater China Allocation No Yes 1.72
HSBC Collective Investment Trust - HSBC China Multi-Asset Income Fund AM2 - RMB Greater China Allocation No Yes 1.72
Allianz Global Investors Fund - Allianz Income and Growth CM USD USD Moderate Allocation No No 2.30
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