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 Emerging Markets Short Duration Bond AT USD Global Emerging Markets Bond No No 1.04
Allianz Global Investors Fund - Allianz Global Equity Unconstrained CT USD Global Large-Cap Growth Equity No Yes 2.86
Capital Group Capital Income Builder (LUX) Bdh-EUR USD Aggressive Allocation No No 1.72
Pictet-Chinese Local Currency Debt HP dm SGD Other Bond No 1.29
Pictet-Chinese Local Currency Debt HP dm USD Other Bond No 1.30
Pictet-Chinese Local Currency Debt HP dm HKD Other Bond No 1.30
Manulife Global Fund - Global REIT Fund R (USD) MDIST (G) Property - Indirect Global No Yes 1.94
Manulife Global Fund - Global REIT Fund R (HKD) MDIST (G) Property - Indirect Global No Yes 1.94
abrdn SICAV I - China Next Generation Fund A Acc USD China Equity No 2.08
Capital Group Emerging Markets Local Currency Debt Fund (LUX) A7 EUR Global Emerging Markets Bond - Local Currency No No 0.50
Allianz Global Investors Fund - Allianz Global Artificial Intelligence P USD Sector Equity Technology No Yes 1.13
E Fund Unit Trust Fund - E Fund (HK) Short-Duration Bond Fund Class A (Accumulation) (RMB) Asia Bond No 1.16
HSBC Global Investment Funds - Global Infrastructure Equity AMFLXHKD Sector Equity Infrastructure No No 1.84
Pictet-Chinese Local Currency Debt P dm RMB RMB Bond - Onshore No 1.25
JPMorgan Provident Capital Fund - Distribution Unit - R USD Cautious Allocation No No 0.00
JPMorgan Provident Balanced Fund - Distribution Unit - R USD Moderate Allocation No No 0.00
JPMorgan Provident Growth Fund - Distribution Unit - R USD Aggressive Allocation No No 0.00
Allianz Global Investors Fund - Allianz China A-Shares AT (EUR) China Equity - A Shares No No 2.28
Allianz Global Investors Fund - Allianz China A-Shares AT (H-USD) Other Equity No No 2.31
Allianz Global Investors Fund - Allianz China A-Shares ET (H-SGD) Other Equity No No 1.70
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