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
Allianz Global Investors Fund - Allianz Global Equity Growth ET SGD Global Large-Cap Growth Equity No Yes 1.70
Amundi Funds - US Short Term Bond A2 HKD MTD3 (D) USD Ultra Short-Term Bond No 0.70
Amundi Funds - Income Opportunities A2 AUD H MTD3 (D) Other Allocation No No 1.78
Amundi Funds - Income Opportunities A2 USD MTD3 (D) USD Moderate Allocation No No 1.78
Pictet Strategic Income Fund HP dm JPY USD Flexible Allocation No Yes 1.56
Pictet Strategic Income Fund HP dm CHF USD Flexible Allocation No Yes 1.56
Fidelity Funds - China Focus Fund A-MCDIST(G)-USD China Equity No No 1.92
Fidelity Funds - China Focus Fund A-MCDIST(G)-HKD China Equity No No 1.92
Fidelity Funds - China Focus Fund A-MINCOME(G)-USD China Equity No No 1.91
BNP Paribas Funds US Small Cap U16 HKD C US Small-Cap Equity No No 1.76
BNP Paribas Funds US Small Cap U16 USD C US Small-Cap Equity No No 1.77
AB (HK) Global Low Volatility Equity Portfolio - AD - HKD Global Large-Cap Blend Equity No Yes 1.85
AB (HK) Global Low Volatility Equity Portfolio - AD RMB H - CNH Other Equity No Yes 1.85
AB (HK) Global Low Volatility Equity Portfolio - A RMB H - CNH Other Equity No Yes 1.85
AB (HK) Global Low Volatility Equity Portfolio - A - HKD Global Large-Cap Blend Equity No Yes 1.85
AB (HK) Global Low Volatility Equity Portfolio - AD - USD Global Large-Cap Blend Equity No Yes 1.85
AB (HK) Global Low Volatility Equity Portfolio - A - USD Global Large-Cap Blend Equity No Yes 1.85
HSBC Global Investment Funds - US Dollar Bond AM3HCAD Other Bond No No 1.01
HSBC Global Investment Funds - US Dollar Bond AM3HEUR Other Bond No No 1.01
HSBC Global Investment Funds - US Dollar Bond AM3HGBP Other Bond No No 1.01
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