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
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund D2 Global Emerging Markets Bond - Local Currency No No 0.73
FTGF Western Asset Short Duration Blue Chip Bond Fund Class A US$ Accumulating Global Corporate Bond No Yes 1.13
Schroder International Selection Fund Global Inflation Linked Bond A1 Accumulation USD Hedged Global Inflation-Linked Bond - USD Hedged No No 1.51
FTGF Western Asset Short Duration Blue Chip Bond Fund Class A Euro Accumulating (Hedged) Global Corporate Bond - EUR Hedged No Yes 1.13
Schroder International Selection Fund Japanese Equity A1 Accumulation USD Japan Large-Cap Blend Equity No Yes 2.35
Capital Group Euro Bond Fund (LUX) Ch-CHF Other Bond No No 0.20
Hang Seng China 50 Index China Equity No No 1.98
Invesco Funds - Invesco Global Investment Grade Corporate Bond Fund A (USD)-Annual Distribution Global Corporate Bond - USD Hedged No No 1.03
Allianz Global Investors Fund - Allianz US Equity Fund AT SGD US Large-Cap Blend Equity No Yes 1.85
Barings International Umbrella Fund - Barings Australia Fund Class A AUD Inc Australia & New Zealand Equity No No 1.70
Pictet-Emerging Markets HP EUR Other Equity No Yes 1.80
ICBC Asset Management (Global) Funds - ICBC Asset Management China & Hong Kong Vision Fund China Equity No No 2.50
Hang Seng Global Investment Grade Bond Fund A USD Inc USD Corporate Bond No 2.35
JPMorgan Investment Funds - Global Dividend Fund A (dist) - USD Global Equity Income No No 1.74
HSBC Portfolios - World Selection 3 AC USD Moderate Allocation No No 1.43
Goldman Sachs Emerging Markets CORE Equity Portfolio Base Acc USD Close Global Emerging Markets Equity No Yes 1.55
HSBC Portfolios - World Selection 2 ACHEUR EUR Moderate Allocation - Global No No 1.35
HSBC Portfolios - World Selection 3 ACHGBP GBP Allocation 40-60% Equity No No 1.56
HSBC Portfolios - World Selection 2 ACHGBP GBP Allocation 40-60% Equity No No 1.35
HSBC Portfolios - World Selection 3 ACHEUR EUR Moderate Allocation - Global No No 1.56
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