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
PIMCO GIS Low Average Duration Fund Institutional EUR (Hedged) Accumulation Other Bond No Yes 0.46
China Southern Dragon Dynamic China New Balance Opportunity Fund I USD Acc China Equity No No 1.36
Fidelity Funds - China Focus Fund A-Acc-HKD China Equity No No 1.91
PIMCO GIS Total Return Bond Fund E Class EUR (Hedged) Income Other Bond No Yes 1.40
Barings International Umbrella Fund - Barings Hong Kong China Fund Class A USD Acc China Equity No Yes 1.70
Allianz Global Investors Fund - Allianz China Equity AT (H2-RMB) Other Equity No Yes 2.30
BOCHK RMB Fixed Income Fund A RMB Bond - Onshore No Yes 1.03
AB FCP I - Short Duration Bond Portfolio A2 SGD H Other Bond No No 1.16
BlackRock Global Funds - European Fund A2 HKD Hedged Other Equity No Yes 1.82
BlackRock Global Funds - Latin American Fund A2 HKD Hedged Other Equity No No 2.06
Thornburg Equity Income Builder Fund Class I USD Accumulating (Unhedged) USD Aggressive Allocation No No 0.80
Invesco Funds - Invesco Pan European High Income Fund A Annual Distribution EUR EUR Cautious Allocation No 1.61
Allspring (Lux) Worldwide Fund - Emerging Markets Equity Income Fund A USD Acc Global Emerging Markets Equity No Yes 1.90
Thornburg Equity Income Builder Fund Class A USD Accumulating (Unhedged) USD Aggressive Allocation No No 1.75
Allspring (Lux) Worldwide Fund - Emerging Markets Equity Income Fund I USD Acc Global Emerging Markets Equity No Yes 1.20
Invesco Funds - Invesco Global Equity Income Fund A (EUR Hedged) Accumulation EUR Other Equity No No 1.72
China Southern Dragon Dynamic China New Balance Opportunity Fund A USD Acc China Equity No No 2.42
Allianz Global Investors Fund - Allianz Total Return Asian Equity AT HKD Asia ex-Japan Equity No Yes 2.10
Principal Life Style Fund Principal Hong Kong Bond Fund HKD Bond No 1.02
Allianz Global Investors Fund - Allianz China Equity WT HKD China Equity No Yes 0.94
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