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
Orient Sun Rise Dynamic Strategy Fund I USD Acc USD Flexible Allocation No Yes 1.90
Orient Sun Rise Dynamic Strategy Fund I HKD Acc USD Flexible Allocation No Yes 1.90
Capital Group US Corporate Bond Fund (LUX) A4 EUR USD Corporate Bond No No 0.30
First Sentier Asian Quality Bond Fund Class I (Accumulation) HKD Asia Bond No No 2.25
abrdn SICAV I - Short Dated Enhanced Income Fund A Gross MInc USD USD Corporate Bond - Short Term No No 0.67
abrdn SICAV I - Short Dated Enhanced Income Fund A Acc USD USD Corporate Bond - Short Term No No 0.67
Capital Group AMCAP Fund (LUX) C JPY US Large-Cap Growth Equity No Yes 0.20
Signature CIO Balanced Fund AHK MD D HKD Inc USD Moderate Allocation No No 1.36
Signature CIO Balanced Fund AG HGD MD D GBP Inc GBP Allocation 40-60% Equity No No 1.37
Signature CIO Balanced Fund AA HGD MD D AUD Inc USD Moderate Allocation No No 1.37
Signature CIO Income Fund AE HGD MD D EUR Inc EUR Moderate Allocation - Global No No 1.66
Franklin Strategic Income Fund A (Mdis-plus) USD USD Flexible Bond No 1.35
BlackRock Global Funds - Systematic Global Equity High Income Fund A6 EUR Hedged Other Equity No No 1.80
HSBC Investment Funds Trust - HSBC Asian Bond Fund AM3H GBP Other Bond No No 0.00
HSBC Investment Funds Trust - HSBC Asian Bond Fund AM3H CAD Other Bond No No 0.00
HSBC Global Investment Funds - India Fixed Income AM3OGBP Other Bond No No 1.46
HSBC Global Investment Funds - India Fixed Income AM3OCAD Other Bond No No 1.46
abrdn SICAV I - Indian Bond Fund A Gross MIncA USD Other Bond No Yes 1.17
abrdn SICAV I - Indian Bond Fund A Gross MIncA HKD Other Bond No Yes 1.17
abrdn SICAV I - Indian Bond Fund A Gross MIncA Hedged CNH Other Bond No Yes 1.17
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