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
Neuberger Berman US Large Cap Value Fund USD A Accumulating Class US Large-Cap Value Equity No No 1.56
Hang Seng Consumer Sector Flexipower Fund A1 USD Acc Sector Equity Consumer Goods & Services No No 1.92
Amundi Funds - Real Assets Target Income A2 USD MTI D USD Moderate Allocation No No 1.89
CFund - Dynamic Income A HKD Inc USD Flexible Bond No 2.00
Natixis International Funds (Dublin) I - Loomis Sayles Multisector Income Fund I/DG (USD) USD Flexible Bond No 0.90
Natixis International Funds (Dublin) I - Loomis Sayles Multisector Income Fund R/DG (USD) USD Flexible Bond No 1.50
Franklin Sealand China Prospect Fund H CNH Aggressive Allocation - Large Growth No No 1.42
Barings Global Agriculture Fund - Class A AUD Hedged Acc Other Equity No No 1.70
Barings Global Agriculture Fund - Class A USD H Acc Other Equity No No 1.70
AB - American Income Portfolio A2 HKD Acc USD Flexible Bond No 1.31
AB - American Income Portfolio AA HKD Inc USD Flexible Bond No 1.31
AB - American Income Portfolio AT HKD Inc USD Flexible Bond No 1.31
AB - American Income Portfolio AT SGD Inc USD Flexible Bond No 1.31
AB All Market Income A2X EUR Acc USD Moderate Allocation No No 1.43
AB All Market Income AX EUR Inc USD Moderate Allocation No No 1.43
AB - Asia Ex-Japan Equity Portfolio A HKD Acc Asia ex-Japan Equity No No 2.01
AB - Asia Ex-Japan Equity Portfolio AD HKD Inc Asia ex-Japan Equity No No 2.01
AB - Emerging Markets Debt Portfolio A2 HKD Acc Global Emerging Markets Bond No No 1.36
AB - Emerging Markets Debt Portfolio AT HKD Inc Global Emerging Markets Bond No No 1.36
AB - American Income Portfolio A EUR Inc USD Flexible Bond No 1.31
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