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
UBS (HK) Fund Series Asia Allocation Opportunity (USD) Class A HKD 6% mdist Asia Allocation No No 2.20
UBS (HK) Fund Series Asia Allocation Opportunity (USD) Class A RMB mdist Hedged Other Allocation No No 2.05
UBS (HK) Fund Series Asia Allocation Opportunity (USD) Class A USD 6% mdist Asia Allocation No No 1.62
Capital Group Global High Income Opportunities (LUX) ZLd SGD Global Flexible Bond No 0.60
BlackRock Premier Global Investment Grade Bond Fund A10 Hedged HKD Global Corporate Bond - USD Hedged No No 1.17
BEA Union Investment Asian Strategic Bond Fund A RMB Hedged Acc Other Bond No 1.36
Franklin Income Fund A (Mdirc) RMB-H1 Other Allocation No 1.65
Capital Group Global High Income Opportunities (LUX) ZL JPY Global Flexible Bond No 0.60
Capital Group European Growth and Income Fund (LUX) P USD Europe Large-Cap Blend Equity No No 0.80
Goldman Sachs Global Multi-Asset Income Portfolio Other Currency RMB Hedged (Gross MDist) Other Allocation No 1.47
Hang Seng Ping An Asian Income Fund Class A AUD Income Hedged Other Allocation No No 2.62
Morgan Stanley Investment Funds - US Growth Fund AX EUR US Large-Cap Growth Equity No Yes 1.64
AB - Select US Equity Portfolio I AUD H Acc Other Equity No No 1.17
Allianz Global Investors Fund - Allianz China Future Technologies AT (CNY H2-CNH) Other Equity No Yes 2.29
Allianz Global Investors Fund - Allianz China Future Technologies AT (H2-CHF) Other Equity No Yes 2.29
Allianz Global Investors Fund - Allianz China Future Technologies AT (H2-EUR) Other Equity No Yes 2.29
Allianz Global Investors Fund - Allianz China Future Technologies AT (H2-SGD) Other Equity No Yes 2.29
Allianz Global Investors Fund - Allianz China Future Technologies AT (HKD) Sector Equity Technology No Yes 2.31
Allianz Global Investors Fund - Allianz China Future Technologies AT (H-USD) Other Equity No Yes 2.33
Allianz Global Investors Fund - Allianz China Future Technologies PT9 (USD) Sector Equity Technology No Yes 0.96
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