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	Low Carbon Designation	Representative Cost
Jupiter Japan Select Class D EUR Acc	Japan Large-Cap Blend Equity	No	Yes	0.95
BEA Union Investment Hong Kong Dollar HKD Bond Fund D	HKD Bond	No	—	1.12
AB - Concentrated Global Equity Portfolio A SGD H Acc	Other Equity	No	Yes	1.89
Allianz Global Investors Fund - Allianz Euroland Equity Growth PT2 EUR	Eurozone Large-Cap Equity	No	Yes	0.70
Allianz Global Investors Fund - Allianz Euroland Equity Growth PT (H2-CHF)	Other Equity	No	Yes	1.00
Pictet-Japanese Equity Selection HP USD	Other Equity	No	Yes	1.55
Ninety One Global Strategy Fund - Global Quality Dividend Growth Fund A Inc-2 USD	Global Equity Income	No	Yes	1.90
Ninety One Global Strategy Fund - Global Quality Dividend Growth Fund C Inc-2 USD	Global Equity Income	No	Yes	2.90
Ninety One Global Strategy Fund - Global Quality Dividend Growth Fund A Acc USD	Global Equity Income	No	Yes	1.90
Allianz Global Investors Fund - Allianz Euroland Equity Growth PT EUR	Eurozone Large-Cap Equity	No	Yes	1.00
Ninety One Global Strategy Fund - Global Quality Dividend Growth Fund C Acc USD	Global Equity Income	No	Yes	2.90
Value Partners Classic Fund C Units HKD Hedged	Other Equity	No	Yes	1.52
Value Partners Classic Fund C Units RMB HEDGED	Other Equity	No	Yes	1.52
Value Partners Classic Fund C Units RMB	Greater China Equity	No	Yes	1.51
Allianz Global Investors Fund - Allianz Euroland Equity Growth RT EUR	Eurozone Large-Cap Equity	No	Yes	1.10
Allianz Global Investors Fund - Allianz Euroland Equity Growth R EUR	Eurozone Large-Cap Equity	No	Yes	1.10
HSBC Global Investment Funds - Euroland Equity Smaller Companies ACHUSD	Other Equity	No	Yes	1.86
BOCIP Hong Kong Value Fund Class A – RMB (Hedged) Units	Other Equity	No	No	0.20
MFS Meridian Funds - Prudent Wealth Fund W1 GBP	USD Moderate Allocation	No	Yes	1.27
MFS Meridian Funds - Global Concentrated Fund W1 USD	Global Large-Cap Blend Equity	No	Yes	1.32
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