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
BOCHK All Weather Global Opportunities Fund A1 USD USD Flexible Allocation No No 2.42
BlackRock Global Funds - Asian Tiger Bond Fund A3 AUD Hedged Other Bond No 1.21
BlackRock Global Funds - Asian Tiger Bond Fund D3 USD Asia Bond No 0.71
BOCHK All Weather Global Opportunities Fund A2 HKD USD Flexible Allocation No No 2.42
MFS Meridian Funds - Global Total Return Fund W2 USD USD Moderate Allocation No No 1.20
Capital Group Emerging Markets Total Opportunities (LUX) Zgdh-GBP Other Allocation No No 1.10
Momentum Global Funds Harmony Australian Dollar Growth Fund E Other Allocation No No 2.07
Schroder Balanced Investment Fund A Accumulation HKD USD Moderate Allocation No Yes 1.47
Schroder International Selection Fund Global Corporate Bond A Distribution CNH Hedged MFC Other Bond No No 1.06
BlackRock Global Funds - Asian Tiger Bond Fund A3 EUR Hedged Other Bond No 1.21
Schroder Balanced Investment Fund A Accumulation USD USD Moderate Allocation No Yes 1.46
HSBC Global Investment Funds - Global High Yield Bond AC Global High Yield Bond No 1.35
Schroder International Selection Fund BIC (Brazil India China) A Distribution EUR AV Other Equity No No 1.86
JPMorgan ASEAN Fund - JPMorgan ASEAN (acc) – AUD (hedged) Other Equity No No 1.60
Allianz Global Investors Fund - Allianz Euro High Yield Bond P EUR EUR High Yield Bond No 0.84
Capital Group Emerging Markets Total Opportunities (LUX) Z Global Emerging Markets Allocation No No 1.00
FTGF Western Asset Global High Yield Fund Class A US$ Distributing (M) Plus Global High Yield Bond No 1.25
First Sentier Asian Quality Bond Fund Class I (Distributing) HKD Asia Bond No No 1.07
PIMCO GIS Diversified Income Fund M Retail AUD (Hedged) Income Other Bond No 1.59
AB - American Income Portfolio IT Inc USD Flexible Bond No 0.76
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