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
Fidelity Sustainable Europe Equity Fund Europe Large-Cap Blend Equity Yes No 1.93
Alquity Indian Subcontinent Fund India Equity Yes 3.74
Alquity Global Impact Fund Global Large-Cap Blend Equity Yes Yes 3.55
HSBC GIF Global Sust Long Term Dividend Global Equity Income Yes Yes 1.85
HSBC GIF Global Sust Long Term Dividend Global Equity Income Yes Yes 1.85
HSBC GIF Global Sust Long Term Dividend Global Equity Income Yes Yes 1.85
HSBC GIF Global Sust Long Term Dividend Global Equity Income Yes Yes 1.85
HSBC GIF Global Sust Long Term Dividend Global Equity Income Yes Yes 1.85
Pictet-Clean Energy Sector Equity Alternative Energy Yes No 2.00
Jupiter Global Ecology Growth Sector Equity Ecology Yes Yes 1.73
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
BGF Sustainable Energy Fund Sector Equity Alternative Energy Yes No 1.21
Pictet-SmartCity Global Large-Cap Blend Equity Yes Yes 1.58
Schroder ISF Global Sustainable Growth Global Large-Cap Growth Equity Yes Yes 1.64
Alquity Global Impact Fund Global Large-Cap Blend Equity Yes Yes 3.55
Alquity Indian Subcontinent Fund India Equity Yes 3.74
Allianz Global Sustainability Global Large-Cap Blend Equity Yes Yes 1.10
Pictet-SmartCity Other Equity Yes Yes 2.04
HSBC GIF Global Sust Long Term Dividend Global Equity Income Yes Yes 1.85
BNP Paribas Sustainable Glbl Low Vol Eq Global Large-Cap Blend Equity Yes Yes 1.98
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