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 Income Fund E Class EUR (Hedged) Income II Global Flexible Bond - EUR Hedged No Yes 1.45
PIMCO GIS Income Fund Institutional CAD Hedged Income Other Bond No Yes 0.55
Allianz Global Investors Fund - Allianz AI Income AM (CNY H2-CNH) Other Allocation No Yes 1.85
Amundi HK - Disruptive Opportunities Equity Fund Classic EUR Hedged Inc Other Equity No Yes 2.10
Principal Global Investors Funds - Global Property Securities Fund A Acc USD Property - Indirect Global No Yes 1.83
UBS (HK) Fund Series - China Opportunity Equity (USD) A HKD Acc China Equity No Yes 2.40
Schroder International Selection Fund Asian Equity Yield A Distribution AUD Hedged M Other Equity No Yes 1.87
HSBC Portfolios - World Selection 1 AMHRMB Other Allocation No No 1.35
ChinaAMC Select Greater China Technology Fund A HKD China Equity No Yes 2.49
PIMCO GIS Low Average Duration Fund H Institutional USD Income USD Diversified Bond - Short Term No Yes 0.63
Hang Seng China New Economy Idx A HKDAcc China Equity No Yes 1.33
HSBC Portfolios - World Selection 4 AMFLX USD Aggressive Allocation No No 1.51
HSBC Portfolios - World Selection 4 AMFLXHGBP GBP Allocation 60-80% Equity No No 1.52
Value Partners Asian Innovation Opportunities Fund Class A Acc USD Unhedged Asia Allocation No Yes 1.96
Value Partners Asian Innovation Opportunities Fund Class A AUD Hedged M Dis Other Allocation No Yes 1.97
Value Partners Asian Innovation Opportunities Fund ClassA RMB Hedged M Dis Other Allocation No Yes 1.96
Value Partners Asian Innovation Opportunities Fund Class A NZD Hedged M Dis Other Allocation No Yes 1.96
Value Partners Asian Innovation Opportunities Fund Class A SGD Hedged Acc Other Allocation No Yes 1.97
Value Partners Asian Innovation Opportunities Fund Class A SGD Hedged M Dis Other Allocation No Yes 1.97
Value Partners Asian Innovation Opportunities Fund Class A MDis Unhedged USD Asia Allocation No Yes 1.96
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