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
FTGF Western Asset US Core Plus Bond Fund Class A AUD Distributing (M) (Hedged) Plus Other Bond No 1.27
Fidelity Funds - Asian Bond Fund A-HMDIST(G)-AUD (hedged) Other Bond No No 1.05
Da Cheng Overseas China Concept Fund A USD China Equity No No 2.40
Da Cheng Overseas China Concept Fund A HKD China Equity No No 2.39
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond WM USD Asia High Yield Bond No 0.58
Allianz Global Investors Fund - Allianz Japan Equity AT (H-USD) Other Equity No No 1.85
Fidelity Funds - Asian Bond Fund A-MINCOME(G)-USD Asia Bond No No 1.05
Allianz Global Investors Fund - Allianz European Equity Dividend AM (H2-NZD) Other Equity No No 1.85
Capital Group Global Bond Fund (LUX) Ch-USD Global Diversified Bond - USD Hedged No No 0.10
Fidelity Funds - Asian Bond Fund A-MINCOME(G)-HKD Asia Bond No No 1.05
Allianz Global Investors Fund - Allianz Best Styles Global Equity IT USD Global Large-Cap Blend Equity No No 0.71
Amundi HK Defensive Balanced Fund Classic CAD (hedged) - Distribution Other Allocation No No 1.56
Fidelity Funds - Global Focus Fund A-Acc-EUR (hedged) Other Equity No No 1.91
Allianz Global Investors Fund - Allianz Best Styles Global Equity AT (H-EUR) Other Equity No No 1.35
Amundi HK Defensive Balanced Fund Classic GBP (hedged) - Distribution GBP Allocation 20-40% Equity No No 1.56
Amundi HK Defensive Balanced Fund Classic NZD (hedged) - Distribution Other Allocation No No 1.56
Amundi HK Defensive Balanced Fund Classic AUD (hedged) - Distribution Other Allocation No No 1.56
Fidelity Funds - Global Focus Fund A-Acc-USD Global Large-Cap Blend Equity No No 1.91
Allianz Global Investors Fund - Allianz Global Equity Unconstrained IT USD Global Large-Cap Growth Equity No Yes 1.09
Amundi HK Defensive Balanced Fund Classic HKD - Distribution USD Cautious Allocation No No 1.56
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