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
BU China Gateway Fund Class A - RMB (Hedged) (Distributing) Greater China Allocation No No 1.93
BU China Gateway Fund Class A - AUD (Hedged) (Distributing) Other Allocation No No 1.95
Capital Group Global High Income Opportunities (LUX) Zh-CHF Global Flexible Bond - CHF Hedged No 0.90
HSBC Collective Investment Trust - HSBC China Multi-Asset Income Fund AM3O-AUD Other Allocation No Yes 1.74
Schroder International Selection Fund Japanese Smaller Companies A Accumulation EUR Japan Small/Mid-Cap Equity No No 1.87
Capital Group Global High Income Opportunities (LUX) Zdh-EUR Global Flexible Bond - EUR Hedged No 0.90
BOCIP Asia Quality Equity Fund A USD Inc Asia ex-Japan Equity No No 0.19
BU China Gateway Fund Class A - USD (Accumulating) Greater China Allocation No No 1.90
BU China Gateway Fund Class A - USD (Distributing) Greater China Allocation No No 1.96
BU China Gateway Fund Class A - HKD (Distributing) Greater China Allocation No No 1.95
AB - Global High Yield Portfolio WT USD Inc Global High Yield Bond No 0.97
AB - Global High Yield Portfolio I2 USD Acc Global High Yield Bond No 1.13
Allianz Global Investors Fund - Allianz Oriental Income A EUR Asia-Pacific Equity No No 1.85
Allianz Global Investors Fund - Allianz Oriental Income P EUR Asia-Pacific Equity No No 1.00
Capital Group US High Yield Fund (LUX) Z CHF USD High Yield Bond No 0.80
HSBC Global Investment Funds - Managed Solutions - Asia Focused Conservative AM3ORMB Other Allocation No No 1.16
Capital Group Global High Income Opportunities (LUX) Ch-CHF Global Flexible Bond - CHF Hedged No 0.20
HSBC Global Investment Funds - Managed Solutions - Asia Focused Conservative AM3ORMB USD Other Allocation No No 1.16
Capital Group Global High Income Opportunities (LUX) A7d Global Flexible Bond No 0.40
Capital Group US High Yield Fund (LUX) Zgdh-GBP Other Bond No 0.80
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