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
Allianz Global Investors Fund - Allianz Income and Growth AMg2 (H2-CAD) Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth CT USD USD Moderate Allocation No No 2.30
BOCHK All Weather China Income Fund A2 USD Inc Greater China Allocation No No 2.67
BOCHK All Weather China Income Fund A8 CNH Hedged Inc Greater China Allocation No No 2.68
BOCHK All Weather China Income Fund A1 HKD Inc Greater China Allocation No No 2.68
Allianz Global Investors Fund - Allianz Income and Growth AMg2 HKD USD Moderate Allocation No No 1.55
Schroder Asian Asset Income Fund M Accumulation CNH Hedged Other Allocation No No 1.54
Capital Group European Growth and Income Fund (LUX) Bgdm Europe Large-Cap Blend Equity No No 1.70
Capital Group European Growth and Income Fund (LUX) Bgdmh-USD Other Equity No No 1.70
BNY Mellon Efficient U.S. High Yield Beta Fund USD A Inc USD High Yield Bond No 0.48
Value Partners Asian Income Fund A CNH Hedged Inc Other Allocation No No 1.71
Value Partners Asian Income Fund A CNH Inc Asia Allocation No No 1.71
Value Partners Asian Income Fund A NZD Hedged Inc Other Allocation No No 1.71
Value Partners Asian Income Fund A CAD Hedged Inc Other Allocation No No 1.71
Value Partners Asian Income Fund A HKD Inc Asia Allocation No No 1.71
Value Partners Asian Income Fund A AUD Hedged Inc Other Allocation No No 1.71
Value Partners Asian Income Fund A USD Acc Asia Allocation No No 1.70
Value Partners Asian Income Fund A USD Inc Asia Allocation No No 1.71
Value Partners Asian Income Fund A HKD Acc Asia Allocation No No 1.71
AB - Global High Yield Portfolio IT EUR Hedged Inc Global High Yield Bond - EUR Hedged No 1.13
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