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
AB - American Income Portfolio IT CAD H Inc	Other Bond	No	—	0.76
AB - American Income Portfolio IT GBP H Inc	Other Bond	No	—	0.76
AB - American Income Portfolio I2 SGD H Acc	Other Bond	No	—	0.76
AB - Short Duration High Yield Portfolio IT GBP H Inc	Global High Yield Bond - GBP Hedged	No	—	0.75
AB - American Income Portfolio IA USD Inc	USD Flexible Bond	No	—	0.76
Amundi HK Balanced Fund Classic NZD (hedged) - Distribution	Other Allocation	No	No	1.40
Amundi HK New Generation Asia Pacific Equity Dividend Fund Classic GBP (hedged) - Distribution I	Other Equity	No	No	3.21
Amundi HK Balanced Fund Classic A USD - Accumulation	USD Moderate Allocation	No	No	1.45
AB - Short Duration High Yield Portfolio IT SGD H Inc	Other Bond	No	—	0.75
HSBC Jintrust Dynamic Strategy Mixed Securities Investment Fund H	Aggressive Allocation - Large Growth	No	No	1.76
AB - American Income Portfolio IT EUR H Inc	Other Bond	No	—	0.76
Amundi HK Balanced Fund Classic RMB - Distribution	USD Moderate Allocation	No	No	1.40
ChinaAMC Xinghua Mixed Securities Investment Fund H	Aggressive Allocation - Large Growth	No	—	1.43
Amundi HK Balanced Fund Classic GBP (hedged) - Distribution	GBP Allocation 40-60% Equity	No	No	1.40
Fidelity Funds - China High Yield Fund A-MINCOME(G)-USD (hedged)	Greater China High Yield Bond	No	No	1.61
Fidelity Funds - China High Yield Fund A-HMDIST(G)-AUD (hedged)	Other Bond	No	No	1.61
Amundi HK Balanced Fund Classic EUR (hedged) - Distribution	EUR Moderate Allocation - Global	No	No	1.40
Amundi HK New Generation Asia Pacific Equity Dividend Fund Classic EUR (hedged) - Distribution I	Other Equity	No	No	3.21
Fidelity Funds - China High Yield Fund A-MINCOME(G)-HKD (hedged)	Other Bond	No	No	1.61
Amundi HK New Generation Asia Pacific Equity Dividend Fund Classic CAD (hedged) - Distribution I	Other Equity	No	No	3.21
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