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
BlackRock Premier Global Investment Grade Bond Fund I2 USD Global Corporate Bond No No 0.00
BlackRock Premier Global Investment Grade Bond Fund X2 USD Global Corporate Bond No No 0.00
Da Cheng China Balanced Fund Class P (RMB) Acc Greater China Allocation No No 1.64
Da Cheng China Balanced Fund Class P (HKD) Acc Greater China Allocation No No 1.60
Da Cheng China Balanced Fund Class P (USD) Acc Greater China Allocation No No 1.59
HSBC Global Investment Funds - US High Yield Bond AM2 USD High Yield Bond No 1.35
HSBC Global Investment Funds - US High Yield Bond AM2HKD USD High Yield Bond No 1.35
HSBC Global Investment Funds - US High Yield Bond AM3HAUD Other Bond No 1.36
HSBC Global Investment Funds - US High Yield Bond AM3HRMB Other Bond No 1.36
Barings Global High Yield Bond Fund G NZD Distribution Shares Other Bond No 1.34
Schroder Asian Asset Income Fund X Distribution HKD Asia Allocation No No 1.56
Schroder Asian Asset Income Fund X Distribution USD Asia Allocation No No 1.56
Neuberger Berman Corporate Hybrid Bond Fund SGD A Monthly Distributing Class - Hedged Other Bond No No 1.28
Fidelity Funds - UK Special Situations Fund A-ACC-EUR UK Flex-Cap Equity No No 1.95
Barings Global High Yield Bond Fund Tranche G SGD Accumulating Shares Other Bond No 1.34
ICBC Asset Management (Global) Funds - ICBC Asset Management Greater China TR Bd Fd Class A (HKD) Asia Bond No 1.73
ICBC Asset Management (Global) Funds - ICBC Asset Management Greater China TR Bd Fd Class A (USD) Asia Bond No 1.73
Allianz Global Investors Fund - Allianz Income and Growth IM (USD) USD Moderate Allocation No No 0.85
Allianz Global Investors Fund - Allianz Income and Growth CMg2 (USD) USD Moderate Allocation No No 2.30
Capital Group Global High Income Opportunities (LUX) Pgd Global Flexible Bond No 0.70
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