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	Low Carbon Designation	Representative Cost
Value Partners Asian Innovation Opportunities Fund Class A CAD Hedged M Dis	Other Allocation	No	Yes	1.96
Value Partners Asian Innovation Opportunities Fund Class A Acc HKD Unhedged	Asia Allocation	No	Yes	1.96
Value Partners Asian Innovation Opportunities Fund Class A M Dis Unhedged HKD	Asia Allocation	No	Yes	1.96
PIMCO GIS Income Fund Institutional GBP (Hedged) Accumulation	Global Flexible Bond - GBP Hedged	No	Yes	0.55
JPMorgan SAR HK$ Bond - Class C (acc) - HKD	HKD Bond	No	No	0.00
Allianz Global Investors Fund - Allianz All China Equity IT (USD)	China Equity	No	Yes	1.30
Amundi Funds - Income Opportunities A2 USD (C)	USD Moderate Allocation	No	No	1.78
Allianz Global Investors Fund - Allianz All China Equity A (EUR)	China Equity	No	Yes	2.30
Allianz Global Investors Fund - Allianz All China Equity P EUR	China Equity	No	Yes	1.33
Allianz Global Investors Fund - Allianz All China Equity AT (H2-EUR)	Other Equity	No	Yes	2.30
AB - Low Volatility Total Return Equity Portfolio A USD	Equity Market Neutral USD	No	Yes	1.83
AB - Low Volatility Total Return Equity Portfolio AD USD	Equity Market Neutral USD	No	Yes	1.83
AB - Low Volatility Total Return Equity Portfolio I USD	Equity Market Neutral USD	No	Yes	1.03
BlackRock Global Funds - World Healthscience Fund A2 JPY Hedged	Other Equity	No	Yes	1.77
BlackRock Global Funds - World Technology Fund A2 JPY Hedged	Other Equity	No	Yes	1.78
UBS (Lux) Equity SICAV - All China (USD) (HKD) P-acc	China Equity	No	Yes	2.25
Hang Seng Investment Series Hang Seng Index A1 HKD Acc	Hong Kong Equity	No	No	0.71
Hang Seng Hong Kong Equity Fund Class A HKD Accumulation	Hong Kong Equity	No	No	0.00
HSBC Portfolios - World Selection 4 AMFLX PLN	USD Aggressive Allocation	No	No	1.51
HSBC Portfolios - World Selection 4 AMFLX EUR	USD Aggressive Allocation	No	No	1.51
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