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
Capital Group US High Yield Fund (LUX) Zgdh-GBP Other Bond No 0.80
Capital Group Global High Income Opportunities (LUX) Bh-SGD Other Bond No 1.70
Capital Group Global High Income Opportunities (LUX) Bfdmh-GBP Global Flexible Bond - GBP Hedged No 1.70
Capital Group Global High Income Opportunities (LUX) Bfdmh-EUR Global Flexible Bond - EUR Hedged No 1.70
Capital Group Global High Income Opportunities (LUX) Bfdmh-AUD Other Bond No 1.70
HSBC Collective Investment Trust - HSBC China Multi-Asset Income Fund AM3O-SGD Other Allocation No Yes 1.72
Allianz Global Investors Fund - Allianz Income and Growth AM H2 JPY Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth WT USD USD Moderate Allocation No No 0.58
Barings Global High Yield Bond Fund G USD Distribution Monthly Shares Global High Yield Bond No 1.32
Barings Global High Yield Bond Fund G USD Accumulating Shares Global High Yield Bond No 1.32
Barings Global High Yield Bond Fund G HKD Unhedged Distribution Shares Global High Yield Bond No 1.32
Barings Global High Yield Bond Fund G AUD Hedged Distribution Monthly Shares Other Bond No 1.34
JPMorgan Funds - Emerging Europe Equity Fund A (dist) - USD Other Equity No No 1.80
Schroder International Selection Fund Global High Yield A Distribution USD MF Global High Yield Bond No 1.10
Schroder International Selection Fund Global High Yield A Distribution AUD Hedged MFC Other Bond No 1.14
Janus Henderson Horizon Biotechnology Fund A2 USD Sector Equity Biotechnology No Yes 3.37
Value Partners Multi-Asset A USD M Greater China Allocation No No 2.26
Value Partners Multi-Asset A AUD M Hedged Greater China Allocation No No 2.25
Value Partners Multi-Asset A HKD M Greater China Allocation No No 2.26
Schroder Asian Asset Income Fund C Distribution AUD Hedged Other Allocation No No 0.83
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