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
Invesco Funds - Invesco Global Equity Income Fund A Accumulation USD Global Equity Income No No 1.72
Janus Henderson Capital Funds plc - Balanced Fund Class A2 HKD USD Moderate Allocation No Yes 1.90
JPM US Aggregate Bond A (acc) - EUR (hedged) Other Bond No 1.10
BlackRock Global Funds - Emerging Markets Equity Income Fund D2 Global Emerging Markets Equity No No 1.13
Janus Henderson Horizon China Opportunities Fund A2 EUR China Equity No Yes 1.94
AB FCP I - Short Duration Bond Portfolio AT GBP H Global Diversified Bond - GBP Hedged No No 1.16
Janus Henderson Horizon China Opportunities Fund A2 SGD China Equity No Yes 1.94
Franklin India Fund A(acc)HKD India Equity No No 1.80
BlackRock Global Funds - US Flexible Equity Fund A4 US Large-Cap Blend Equity No Yes 1.80
Templeton China Fund A(acc)HKD China Equity No Yes 2.44
HSBC Global Investment Funds - Asia Pacific ex Japan Equity High Dividend AM2HKD Asia-Pacific ex-Japan Equity Income No No 1.84
Invesco Funds - Invesco Global Equity Income Fund A Semi-annual Distribution USD Global Equity Income No No 1.72
HSBC Global Investment Funds - Chinese Equity ADHKD China Equity No Yes 1.89
Barings Emerging Markets Umbrella Fund - Barings Latin America Fund Class I GBP Acc Latin America Equity No No 1.00
ChinaAMC China Opportunities I USD China Equity No Yes 1.55
Barings Emerging Markets Umbrella Fund - Barings Latin America Fund Class I USD Acc Latin America Equity No No 1.00
BlackRock Global Funds - India Fund D2 India Equity No No 1.13
BlackRock Global Funds - World Technology Fund D2 Sector Equity Technology No Yes 1.05
Barings International Umbrella Fund - Barings Hong Kong China Fund Class I USD Acc China Equity No Yes 1.00
Barings International Umbrella Fund - Barings Hong Kong China Fund Class I GBP Acc China Equity No Yes 1.00
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