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
Value Partners High-Dividend Stocks A2 HKD Mdis Asia ex-Japan Equity No No 1.50
Value Partners High-Dividend Stocks A2 RMB Hedged Mdis Other Equity No No 1.50
Value Partners High-Dividend Stocks A RMB Unhedged Acc Asia ex-Japan Equity No No 2.67
Haitong Asian Total Return Bond Fund I USD Asia High Yield Bond No 1.53
Haitong Asian Total Return Bond Fund A USD Asia High Yield Bond No 1.71
Schroder International Selection Fund Global Gold A Accumulation EUR Hedged Other Equity No No 1.87
BlackRock Global Funds - Emerging Markets Bond Fund A8 NZD Hedged Other Bond No 1.45
BlackRock Global Funds - Emerging Markets Bond Fund A6 CAD Hedged Other Bond No 1.45
Haitong Asian Total Return Bond Fund A HKD Asia High Yield Bond No 1.71
Schroder International Selection Fund Global Gold A Accumulation CNH Hedged Other Equity No No 1.87
Schroder International Selection Fund Global Gold A Accumulation USD Sector Equity Precious Metals No No 1.84
BlackRock Global Funds - Emerging Markets Bond Fund A6 GBP Hedged Global Emerging Markets Bond - GBP Hedged No 1.45
BlackRock Global Funds - Global Corporate Bond Fund A2 SGD Hedged Other Bond No No 0.45
Schroder International Selection Fund Global Gold A Distribution USD AV Sector Equity Precious Metals No No 1.84
Capital Group Investment Company of America (LUX) Zd US Large-Cap Blend Equity No Yes 0.80
Capital Group Investment Company of America (LUX) Bd US Large-Cap Blend Equity No Yes 1.65
Capital Group Investment Company of America (LUX) Bh-EUR Other Equity No Yes 1.72
Capital Group Investment Company of America (LUX) C US Large-Cap Blend Equity No Yes 0.15
Capital Group Investment Company of America (LUX) Zgdh-GBP Other Equity No Yes 0.87
Capital Group Investment Company of America (LUX) Zgd US Large-Cap Blend Equity No Yes 0.80
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