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
Barings Global High Yield Bond Fund Tranche I USD Accumulating Shares Global High Yield Bond No 0.67
BEA Union Investment Asian Strategic Bond Fund A HKD Inc Asia Bond No 1.31
BEA Union Investment Asian Strategic Bond Fund A AUD Hedged Inc Other Bond No 1.29
BEA Union Investment Asian Strategic Bond Fund A USD Inc Asia Bond No 1.29
BEA Union Investment Asian Strategic Bond Fund A CNH Hedged Inc Other Bond No 1.28
BEA Union Investment Asian Strategic Bond Fund A USD Acc Asia Bond No 1.26
Allianz Global Investors Fund - Allianz Income and Growth AQ (H2-EUR) EUR Moderate Allocation - Global No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth AQ USD USD Moderate Allocation No No 1.55
HSBC Global Investment Funds - Managed Solutions - Asia Focused Conservative AM2HKD USD Asia Allocation No No 1.11
Allianz Global Investors Fund - Allianz Income and Growth AMg2 USD USD Moderate Allocation No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth AMg2 (H2-SGD) Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth PT USD USD Moderate Allocation No No 0.89
AB - Select US Equity Portfolio A AUD H Acc Other Equity No No 1.97
Jupiter India Select Class D GBP Acc India Equity No No 0.95
AB (HK) Global High Yield Portfolio Class A2 USD Acc Global High Yield Bond No 1.88
Capital Group Global High Income Opportunities (LUX) Zfdmh-SGD Other Bond No 0.90
Capital Group Global High Income Opportunities (LUX) Bfdm Global Flexible Bond No 1.60
Allianz Global Investors Fund - Allianz Income and Growth AMg2 (H2-GBP) GBP Allocation 40-60% Equity No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth AMg2 (H2-AUD) Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth AMg2 (H2-RMB) Other Allocation No No 1.55
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