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 US Large Cap Value AT (EUR) US Large-Cap Value Equity No No 1.85
Allianz Global Investors Fund - Allianz US Large Cap Value WT (EUR) US Large-Cap Value Equity No No 0.66
Invesco Funds - Invesco Metaverse and AI Fund A Acc HKD Sector Equity Technology No Yes 1.97
Capital Group Global Allocation Fund (LUX) P GBP USD Moderate Allocation No No 0.75
Wellington Credit Total Return Fund RMB A M6 DisH USD Flexible Bond No 0.00
First Sentier Global Listed Infrastructure Fund Class I (Monthly Distributing) HKD Sector Equity Infrastructure No No 1.75
First Sentier Global Listed Infrastructure Fund Class I (Monthly Distributing) USD Sector Equity Infrastructure No No 1.75
Wellington US Quality Growth Fund EUR EA AccU US Large-Cap Growth Equity No Yes 0.00
Wellington US Quality Growth Fund SGD EA AccH US Large-Cap Growth Equity No Yes 0.00
Wellington US Quality Growth Fund HKD EA AccU US Large-Cap Growth Equity No Yes 0.00
Wellington US Quality Growth Fund SGD EA AccU US Large-Cap Growth Equity No Yes 0.00
Wellington US Quality Growth Fund USD EA AccU US Large-Cap Growth Equity No Yes 0.00
LionGlobal New Wealth Series - LionGlobal All Seasons Fund (Growth) SGD Dec Other Allocation No No 0.00
LionGlobal Asia Pacific Fund SGD - Class P Asia-Pacific ex-Japan Equity No Yes 0.00
LionGlobal Asia Pacific Fund USD - Class P Asia-Pacific ex-Japan Equity No Yes 0.00
AB - Emerging Markets Low Volatility Equity Portfolio A EUR H Acc Other Equity No Yes 0.00
Wellington Credit Income Fund RMB A M4 DisH - CNH Other Bond No 0.00
Wellington Credit Income Fund CAD A M4 DisH Global Flexible Bond No 0.00
Manulife Global Fund - Global REIT Fund AA (SGD Hedged) MDIST (G) Property - Indirect Other No Yes 0.00
Capital Group Capital Income Builder (LUX) C JPY USD Aggressive Allocation No No 0.15
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