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 - Circular Economy Fund A2 GBP Hedged Other Equity Yes No 1.81
BlackRock Global Funds - Circular Economy Fund A2 NZD Hedged Other Equity Yes No 1.80
BlackRock Global Funds - Circular Economy Fund A2 HKD Hedged Other Equity Yes No 1.81
BlackRock Global Funds - Circular Economy Fund A2 RMB Hedged Other Equity Yes No 1.81
BlackRock Global Funds - Sustainable Energy Fund A2 CAD Hedged Acc Other Equity Yes No 1.95
BlackRock Global Funds - Sustainable Energy Fund A2 GBP Hedged Acc Other Equity Yes No 1.95
BlackRock Global Funds - Sustainable Energy Fund A2 NZD Hedged Acc Other Equity Yes No 1.95
BlackRock Global Funds - Sustainable Energy Fund A2 HKD Hedged Acc Other Equity Yes No 1.95
BlackRock Global Funds - Sustainable Energy Fund A2 CNH Hedged Acc Other Equity Yes No 1.96
BlackRock Global Funds - Sustainable Energy Fund A2 AUD Hedged Acc Other Equity Yes No 1.96
Fidelity Funds - Sustainable Global Dividend Plus Fund A-Inc-USDÂ Global Equity Income Yes No 1.95
Invesco Funds - Invesco Responsible Japanese Equity Value Discovery Fund A Accumulation EUR Japan Large-Cap Equity Yes Yes 1.74
Invesco Funds - Invesco Responsible Japanese Equity Value Discovery Fund A Accumulation GBP Hedged Other Equity Yes Yes 1.74
Invesco Funds - Invesco Responsible Japanese Equity Value Discovery Fund A Accumulation USD Japan Large-Cap Equity Yes Yes 1.74
Invesco Funds - Invesco Responsible Japanese Equity Value Discovery Fund C Accumulation GBP Hedged Other Equity Yes Yes 0.98
Invesco Funds - Invesco Responsible Japanese Equity Value Discovery Fund C Accumulation USD Hedged Other Equity Yes Yes 0.98
Fidelity Funds - Sustainable Global Dividend Plus Fund A-MINCOME(G)-HKD Global Equity Income Yes No 1.94
Fidelity Funds - Sustainable Global Dividend Plus Fund A-Acc-USD Global Equity Income Yes No 1.95
HSBC Collective Investment Trust - HSBC Global Sustainable Multi-Asset Income Fund AM2 USD USD Cautious Allocation Yes No 1.46
HSBC Collective Investment Trust - HSBC Global Sustainable Multi-Asset Income Fund AM2 HKD USD Cautious Allocation Yes No 1.46
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