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
UBS (HK) Fund Series Asia Allocation Opportunity (USD) Class A HKD-8%-mdist Asia Allocation No No 1.85
UBS (HK) Fund Series Asia Allocation Opportunity (USD) Class A USD-8%-mdist Asia Allocation No No 1.68
Franklin Income Fund A(Mdis)GBP-H1 GBP Allocation 40-60% Equity No 1.66
JPM Middle East, Africa and Emerging Europe Opportunities A (dist) - EUR (hedged) Other Equity No No 1.80
Invesco Funds - Invesco Nippon Small/Mid Cap Equity Fund A Annual Distribution USD Japan Small/Mid-Cap Equity No 2.09
Allianz Global Investors Fund - Allianz Oriental Income WT USD Asia-Pacific Equity No No 0.66
HSBC Collective Investment Trust - HSBC India Multi Income Fund AM2 HKD Other Allocation No No 2.10
HSBC Collective Investment Trust - HSBC India Multi Income Fund AM3O SGD Other Allocation No No 2.12
HSBC Collective Investment Trust - HSBC India Multi Income Fund AM2 USD Other Allocation No No 2.10
HSBC Collective Investment Trust - HSBC India Multi Income Fund AM3O EUR (Hedged) Other Allocation No No 2.12
HSBC Collective Investment Trust - HSBC India Multi Income Fund AM3O CAD (Hedged) Other Allocation No No 2.10
HSBC Collective Investment Trust - HSBC India Multi Income Fund AM3O AUD (Hedged) Other Allocation No No 2.14
HSBC Collective Investment Trust - HSBC India Multi Income Fund AM3O GBP (Hedged) Other Allocation No No 2.12
HSBC Collective Investment Trust - HSBC India Multi Income Fund AM3O RMB (Hedged) Other Allocation No No 2.12
Goldman Sachs Global Multi-Asset Income Portfolio Other Currency CAD Hedged (Gross M-Dist) Other Allocation No No 1.46
Goldman Sachs Global Multi-Asset Income Portfolio Other Currency GBP Hedged (Gross M-Dist) GBP Allocation 40-60% Equity No No 1.49
Allianz Global Investors Fund - Allianz Income and Growth AMi (CNY H2-CNH) Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth AMg2i (H2-SGD) Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth AMi (H2-EUR) EUR Moderate Allocation - Global No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth AMi (H2-AUD) Other Allocation No No 1.55
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