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
Franklin Templeton SinoAm China A Shares Equity Fund CNH China Equity - A Shares No No 2.28
Eurizon Fund - Flexible Equity Strategy Class Unit Ru2 USD Accumulation USD Flexible Allocation No No 2.06
UBS (Lux) Bond SICAV - Asian High Yield (USD) Q-mdist Asia High Yield Bond No No 0.88
PGIM China Brands USD China Equity - A Shares No No 2.08
Eurizon Fund - Flexible Equity Strategy Class Unit RM4 AUD Income EUR Flexible Allocation - Global No No 2.04
Eurizon Fund - Flexible Equity Strategy Class Unit R4 AUD Accumulation EUR Flexible Allocation - Global No No 2.04
PGIM China Brands CNH China Equity - A Shares No No 2.08
DWS Invest Global Infrastructure USD LDMH (P) Other Equity No No 1.62
United Global Healthcare Fund - Class USD Dist Sector Equity Healthcare No Yes 2.00
Eastspring Investments China Fund CNY China Equity - A Shares No No 2.09
Amundi Funds - US Short Term Bond T USD (C) USD Ultra Short-Term Bond No 1.70
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg USD Asia High Yield Bond No No 1.55
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg (H2-AUD) Other Bond No No 1.55
JPM Europe Small Cap A (acc) - USD (hedged) Other Equity No Yes 1.80
Franklin Templeton SinoAm China Consumption USD Greater China Equity No No 2.29
Capital Group New Perspective Fund (LUX) B Global Large-Cap Growth Equity No Yes 1.60
Allianz Global Investors Fund - Allianz Total Return Asian Equity AMg USD Asia ex-Japan Equity No Yes 2.10
Allianz Global Investors Fund - Allianz Asian Multi Income Plus AMg (H2-AUD) Other Allocation No Yes 1.55
Capital Group New Perspective Fund (LUX) Bgd Global Large-Cap Growth Equity No Yes 1.60
Allianz Global Investors Fund - Allianz Asian Multi Income Plus AMg USD Asia Allocation No Yes 1.55
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