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
Amundi HK Growth Classic RMB Hedged Distribution Other Allocation No No 1.91
Amundi HK Defensive Balanced Fund - Class Classic RMB (hedged) - Accumulation Other Allocation No No 1.56
Amundi HK Defensive Balanced Fund Classic RMB - Accumulation USD Cautious Allocation No No 1.56
Amundi HK Defensive Balanced Fund Classic RMB - Distribution USD Cautious Allocation No No 1.56
Allianz Global Investors Fund - Allianz American Income AM (H2-RMB) Other Bond No 1.35
Allianz Global Investors Fund - Allianz American Income AM (H2-AUD) Other Bond No 1.34
Allianz Global Investors Fund - Allianz American Income AM HKD USD Flexible Bond No 1.34
Pictet-Emerging Markets P dm USD Global Emerging Markets Equity No Yes 1.75
Capital Group Global Intermediate Bond Fund (LUX) Zh-EUR Global Diversified Bond - EUR Hedged No No 0.70
Fidelity Funds - Asian Bond Fund A-HMDIST(G)-RMB (hedged) Other Bond No No 1.05
Capital Group New Perspective Fund (LUX) P EUR Global Large-Cap Growth Equity No Yes 0.69
Capital Group New Economy Fund (LUX) C USD Global Large-Cap Growth Equity No Yes 0.12
Capital Group New Economy Fund (LUX) BL EUR Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL SGD Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL GBP Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL HKD Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL CHF Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL AUD Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL CNH Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Perspective Fund (LUX) B HKD Global Large-Cap Growth Equity No Yes 1.59
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