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
Fidelity Funds - ASEAN Fund A-Acc-HKD ASEAN Equity No Yes 1.95
FSSA Asia Pacific Equity Class III (Accumulation) USD Asia-Pacific ex-Japan Equity No Yes 0.94
JPMorgan Funds - Emerging Markets Debt Fund A (mth) - HKD Global Emerging Markets Bond No 1.45
Franklin Global Convertible Securities Fund I(acc)USD Convertible Bond - Global No No 0.84
Franklin Global Convertible Securities Fund A(acc)EUR Convertible Bond - Global No No 1.54
Franklin Global Convertible Securities Fund A(acc)USD Convertible Bond - Global No No 1.54
PIMCO GIS Commodity Real Return Fund E Class EUR (Hedged) Accumulation Commodities - Broad Basket No Yes 1.64
Franklin Global Convertible Securities Fund A(acc)EUR-H1 Convertible Bond - Global, EUR Hedged No No 1.54
Value Partners Greater China High Yield Income Fund Class P Mdis HKD Greater China High Yield Bond No No 1.92
Value Partners Greater China High Yield Income Fund Class P Mdis USD Greater China High Yield Bond No No 1.93
HSBC Global Investment Funds - Global High Income Bond AD Global Flexible Bond - USD Hedged No 1.49
Barings International Umbrella Fund - Barings ASEAN Frontiers Fund Class A USD Acc ASEAN Equity No No 1.70
BlackRock Global Funds - Asian Tiger Bond Fund A6 USD Asia Bond No 1.21
Value Partners Greater China High Yield Income Fund Class P Acc USD Greater China High Yield Bond No No 1.92
BlackRock Global Funds - Emerging Markets Bond Fund A6 HKD Hedged Global Emerging Markets Bond No 1.45
AB - US High Yield Portfolio A2 EUR H Acc Other Bond No 1.51
AB - US High Yield Portfolio A2 USD Acc USD High Yield Bond No 1.51
BlackRock Global Funds - Emerging Markets Bond Fund A6 USD Global Emerging Markets Bond No 1.45
BlackRock Global Funds - Asian Tiger Bond Fund D2 USD Asia Bond No 0.71
Value Partners Greater China High Yield Income Fund Class P Acc HKD Greater China High Yield Bond No No 1.92
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