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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
BEA Union Investment Hong Kong Dollar HKD Bond Fund I(2) HKD Acc HKD Bond No 0.00
Goldman Sachs Japan Equity Partners Portfolio Other Currency Acc HKD-Hedged (Snap) Other Equity No Yes 1.64
Allianz Global Investors Fund - Allianz High Dividend Asia Pacific Equity RT EUR Asia-Pacific ex-Japan Equity Income No Yes 1.23
Schroder ISF Emerging Europe Y9 Accumulation Other Equity No Yes 0.03
BEA Union Investment Greater China Growth I(3) USD Acc Greater China Equity No Yes 0.00
Fidelity Selected Funds - Global Target 2038 Fund Class A-ACC RMB (Hedged) Target Date 2036 - 2040 No No 4.10
Fidelity Selected Funds - Global Target 2038 Fund Class A-ACC HKD Target Date 2036 - 2040 No No 4.10
Fidelity Selected Funds - Global Target 2038 Fund Class A-ACC USD Target Date 2036 - 2040 No No 4.10
FSSA Greater China Growth Fund Class I (Accumulation) CNH Other Equity No Yes 1.63
Pictet-Security HP RMB Global Flex-Cap Equity No Yes 2.04
Pictet-Premium Brands HP RMB Other Equity No Yes 2.06
Jupiter Asia Pacific Income Fund L USD Inc Asia-Pacific ex-Japan Equity Income No No 1.85
Jupiter Asia Pacific Income Fund I USD Inc Asia-Pacific ex-Japan Equity Income No No 1.07
Jupiter Asia Pacific Income Fund (IRL) A3 EUR Hedged Acc Other Equity No No 1.81
Allianz Global Investors Fund - Allianz Euroland Equity Growth A EUR WT4 USD Eurozone Large-Cap Equity No Yes 0.68
Jupiter Asia Pacific Income Fund (IRL) L HKD Acc Asia-Pacific ex-Japan Equity Income No No 1.84
FSSA Indian Subcontinent Fund Class III (Distributing) USD India Equity No No 1.17
Pictet-Japanese Equity Opportunities HP dm USD Other Equity No Yes 1.62
Pictet-Security P HKD Global Flex-Cap Equity No Yes 1.99
Jupiter Asia Pacific Income Fund (IRL) L USD Inc (M) Asia-Pacific ex-Japan Equity Income No No 1.88
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