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	Low Carbon Designation	Representative Cost
Allianz Global Investors Fund - Allianz China A-Shares ET (SGD)	China Equity - A Shares	No	No	1.70
Fidelity Selected Funds - Short Duration Quality Income Fund Class A-DIS-USD	Asia Bond	No	—	2.34
Fidelity Selected Funds - Short Duration Quality Income Fund Class A-DIS-HKD	Asia Bond	No	—	2.34
Fidelity Selected Funds - Short Duration Quality Income Fund Class A-HDIS-RMB (Hedged)	Other Bond	No	—	2.34
Invesco Funds - Invesco Metaverse and AI Fund A Acc USD	Sector Equity Technology	No	Yes	1.90
Wellington Management Funds (Lux) III SICAV - Wellington Multi-Asset Income & Growth Fd AUD A M4 Dis	Other Allocation	No	No	1.79
Wellington Management Funds (Lux) III SICAV - Wellington Multi-Asset Income & Growth Fd GBP A M4 Dis	GBP Allocation 20-40% Equity	No	No	1.79
Capital Group Global Allocation Fund (LUX) P USD	USD Moderate Allocation	No	No	0.80
BOCHK All Weather China New Dynamic Equity Fund Class A1 USD	Greater China Equity	No	No	2.82
BOCHK All Weather China New Dynamic Equity Fund Class A2 USD	Greater China Equity	No	No	2.82
BOCHK All Weather China New Dynamic Equity Fund Class A8 RMB H	Other Equity	No	No	2.82
Capital Group Capital Income Builder (LUX) Bfydm HKD	USD Aggressive Allocation	No	No	1.70
Capital Group American Balanced Fund (LUX) Bfydm HKD	USD Moderate Allocation	No	No	1.70
Capital Group New Perspective Fund (LUX) Pgd	Global Large-Cap Growth Equity	No	Yes	0.70
Capital Group Capital Income Builder (LUX) Bfydmh-SGD	Other Allocation	No	No	1.70
Capital Group Capital Income Builder (LUX) Bfydmh-GBP	GBP Allocation 60-80% Equity	No	No	1.70
Capital Group Capital Income Builder (LUX) Bfydmh-EUR	EUR Aggressive Allocation - Global	No	No	1.70
Capital Group Capital Income Builder (LUX) Bfydmh-CNH	Other Allocation	No	No	1.70
Capital Group Capital Income Builder (LUX) Bfydmh-AUD	Other Allocation	No	No	1.70
Capital Group Capital Income Builder (LUX) Bfydm	USD Aggressive Allocation	No	No	1.70
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