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
AB - Asia Income Opportunities Portfolio AA USD Inc Asia Bond No No 1.31
AB - Asia Income Opportunities Portfolio I2 USD Acc Asia Bond No No 0.76
AB - Asia Income Opportunities Portfolio A2 USD Acc Asia Bond No No 1.31
Allianz Global Investors Fund - Allianz Euro High Yield Bond IT8 (H-EUR) EUR High Yield Bond No 0.80
Allianz Global Investors Fund - Allianz Global High Yield WT (H2-EUR) Global High Yield Bond - EUR Hedged No 0.53
Allianz Global Investors Fund - Allianz Global High Yield IT USD Global High Yield Bond No 0.75
HSBC Global Investment Funds - Global High Income Bond ACHCAD USD Other Bond No 1.51
Jupiter Global Value Class D GBP Acc Global Flex-Cap Equity No Yes 0.97
New Capital US Growth Fund HKD Ord Acc US Large-Cap Growth Equity No Yes 1.70
Manulife Stable Fund Class AA USD Acc USD Money Market No No 0.45
Manulife Stable Fund Class AA USD Inc USD Money Market No No 0.45
Manulife Stable Fund Class AA HKD Inc USD Money Market No No 0.45
Allianz Global Investors Fund - Allianz Global High Yield A USD Global High Yield Bond No 1.39
Allianz Global Investors Fund - Allianz Global High Yield IT (H2-EUR) Global High Yield Bond - EUR Hedged No 0.75
Allianz Global Investors Fund - Allianz Global High Yield P2 (H2-EUR) Global High Yield Bond - EUR Hedged No 0.57
MFS Meridian Funds - Global Total Return Fund A4 EUR USD Moderate Allocation No No 1.85
E Fund (HK) Select Bond Fund I2 USD Distribution Global Corporate Bond - USD Hedged No 0.66
E Fund (HK) Select Bond Fund A USD Acc Global Corporate Bond - USD Hedged No 0.95
E Fund (HK) Select Bond Fund I RMB Hedged Inc Other Bond No 0.63
BEA Union Investment Asian Opportunities Fund Class A USD (Dis) Asia-Pacific ex-Japan Equity No No 1.92
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