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
Wellington Credit Total Return Fund USD A M6 DisU USD Flexible Bond No 1.51
Wellington Credit Total Return Fund HKD A M6 DisU USD Flexible Bond No 1.51
Manulife Global Fund - Investment Grade Preferred Securities Income Fund R (HKD) MDIST (G) Other Bond No No 0.00
Manulife Global Fund - Investment Grade Preferred Securities Income Fund R (USD) MDIST (G) Other Bond No No 0.00
BOCHK Balanced Growth A RMB USD Moderate Allocation No No 1.25
BOCHK Asia Pacific Property A RMB Property - Indirect Asia No Yes 0.24
Allianz Global Investors Fund - Allianz GEM Equity High Dividend IT EUR Global Emerging Markets Equity No No 1.29
Signature CIO Balanced Fund AE HGD MD D EUR Inc EUR Moderate Allocation - Global No No 1.35
Taiping Investment Grade Bond I USD Global Corporate Bond No No 0.00
JPMorgan SAR China A-Shares - Class B (acc) - HKD China Equity - A Shares No No 0.00
Allianz Global Investors Fund - Allianz Global Income AMgi H2 SGD Other Allocation No No 1.55
Value Partners Fund Series - Value Partners Japan REIT Fund A HKD Hedged MDis Property - Indirect Other No Yes 2.21
Value Partners Fund Series - Value Partners Japan REIT Fund A SGD Hedged MDis Property - Indirect Other No Yes 2.21
Value Partners Fund Series - Value Partners Japan REIT Fund A USD Hedged MDis Property - Indirect Other No Yes 2.21
Value Partners Fund Series - Value Partners Japan REIT Fund A JPY Unhedged MDis Property - Indirect Other No Yes 2.21
Value Partners Fund Series - Value Partners Japan REIT Fund A RMB Hedged MDis Property - Indirect Other No Yes 2.21
Taiping Investment Grade Bond A HKD Global Corporate Bond No No 0.00
Capital Group Multi-Sector Income Fund (LUX) ZL SGD USD Flexible Bond No 0.50
Capital Group Investment Company of America (LUX) ZL SGD US Large-Cap Blend Equity No Yes 0.70
Fidelity Funds - Japan Value Fund A-MCDIST(G)-JPY Japan Large-Cap Blend Equity No No 1.92
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