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
BlackRock Global Funds - China Fund D2 HKD China Equity No Yes 1.08
New Capital China Equity Fund USD Ord Acc China Equity No Yes 2.30
BlackRock Global Funds - Continental European Flexible Fund D2 USD Hedged Other Equity No Yes 1.06
Schroder International Selection Fund Asian Equity Yield A Accumulation EUR Asia-Pacific ex-Japan Equity Income No Yes 1.84
New Capital China Equity Fund EUR Ord Acc Other Equity No Yes 2.30
BlackRock Global Funds - China Fund D2 SGD Hedged Other Equity No Yes 1.08
BlackRock Global Funds - Latin American Fund D2 CHF Hedged Other Equity No No 1.32
Momentum Global Funds - Harmony Global Balanced Fund B USD Moderate Allocation No No 2.40
Momentum Global Funds Harmony Sterling Growth Fund D GBP Allocation 60-80% Equity No No 3.34
JPMorgan Funds - US Aggregate Bond Fund A (mth) - HKD USD Diversified Bond No 1.10
BlackRock Global Funds - Latin American Fund D2 EUR Hedged Other Equity No No 1.31
Schroder International Selection Fund Global Emerging Market Opportunities A Accumulation HKD Global Emerging Markets Equity No Yes 1.86
BlackRock Global Funds - Latin American Fund D2 SGD Hedged Other Equity No No 1.32
UBS (Lux) Equity Fund - Tech Opportunity (USD) (EUR hedged) P-acc Other Equity No Yes 2.20
Momentum Global Funds Harmony Sterling Growth Fund E GBP Allocation 60-80% Equity No No 2.20
Momentum Global Funds Harmony Europe Growth Fund E EUR Aggressive Allocation - Global No Yes 2.27
Momentum Global Funds - Harmony Portfolios Global Growth Fund D USD Aggressive Allocation No Yes 3.22
Momentum Global Funds Harmony Sterling Growth Fund B GBP Allocation 60-80% Equity No No 2.55
BlackRock Global Funds - Latin American Fund D4 EUR Latin America Equity No No 1.32
BlackRock Global Funds - Latin American Fund D2 PLN Hedged Other Equity No No 1.32
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