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
Eastspring Investments - Asian High Yield Bond Fund - ADMC1 Asia High Yield Bond No No 1.30
Schroder China Fixed Income Fund I Accumulation CNH RMB Bond - Onshore No 0.00
AB - American Growth Portfolio AD RMB H Inc Other Equity No Yes 1.73
Capital Group Capital Income Builder (LUX) Bfdmh-AUD Other Allocation No No 1.72
Capital Group Capital Income Builder (LUX) Bfdmh-CNH Other Allocation No No 1.72
HSBC Global Funds ICAV - Global Aggregate Bond UCITS ETF HCHKD (HUSD) Global Diversified Bond - USD Hedged No No 0.28
HSBC Global Funds ICAV - Global Corporate Bond UCITS ETF HCH Global Corporate Bond - USD Hedged No No 0.28
HSBC Global Funds ICAV - Global Corporate Bond UCITS ETF HCHKD (HUSD) Global Corporate Bond - USD Hedged No No 0.28
MFS Meridian Funds - Emerging Markets Equity Fund I2 EUR Global Emerging Markets Equity No No 0.95
Fidelity Funds - Asia Pacific Opportunities Fund A-Acc-USD Asia-Pacific ex-Japan Equity No No 1.91
Amundi Funds - Asia Equity Focus I2 USD (C) Asia ex-Japan Equity No Yes 1.15
BNY Mellon U.S. Equity Income Fund USD B Inc US Equity Income No No 1.59
Capital Group Global Bond Fund (LUX) Zh-EUR Global Diversified Bond - EUR Hedged No No 0.70
Capital Group Global Corporate Bond Fund (LUX) Zh-EUR Global Corporate Bond - EUR Hedged No No 0.70
AB SICAV I - China A Shares Equity Portfolio A USD Acc China Equity - A Shares No No 1.97
Allianz Global Investors Fund - Allianz Thematica IT EUR Global Flex-Cap Equity No No 1.09
Allianz Global Investors Fund - Allianz Thematica IT USD Global Flex-Cap Equity No No 1.09
Allianz Global Investors Fund - Allianz Thematica RT EUR Global Flex-Cap Equity No No 1.23
Allianz Global Investors Fund - Allianz Thematica RT USD Global Flex-Cap Equity No No 1.23
Capital Group Global Allocation Fund (LUX) A4 GBP USD Moderate Allocation No No 0.60
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