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
JPMorgan Sustainable Infrastructure Acc HKD Sector Equity Infrastructure Yes No 1.56
JPMorgan Sustainable Infrastructure Acc USD Sector Equity Infrastructure Yes No 1.56
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) - (AUD hedged) P-6%-mdist - AUD Other Allocation Yes No 1.80
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (HKD) P-6%-mdist USD Moderate Allocation Yes No 1.70
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-6%-mdist USD Moderate Allocation Yes No 1.70
BNP Paribas Funds Climate Change Classic HKD Capitalisation Sector Equity Ecology Yes Yes 2.66
BNP Paribas Funds Climate Change Classic RH CNH Capitalisation Other Equity Yes Yes 2.66
BNP Paribas Funds Climate Change U2 HKD Capitalisation Sector Equity Ecology Yes Yes 1.96
BNP Paribas Funds Climate Change U2 HKD MD Distribution Sector Equity Ecology Yes Yes 1.96
BNP Paribas Funds Climate Change U2 USD MD Distribution Sector Equity Ecology Yes Yes 1.96
BNP Paribas Funds Climate Change U2 RH CNH Capitalisation Other Equity Yes Yes 1.96
BNP Paribas Funds Climate Change U2 RH CNH MD Distribution Other Equity Yes Yes 1.96
BNP Paribas Funds Climate Change U2 RH EUR MD Distribution Other Equity Yes Yes 1.96
BNP Paribas Funds Climate Change U2 RH SGD MD Distribution Other Equity Yes Yes 1.96
BNP Paribas Funds Climate Change Classic RH HKD Capitalisation Other Equity Yes Yes 2.66
BNP Paribas Funds Climate Change Classic RH USD Capitalisation Class Other Equity Yes Yes 2.66
BNP Paribas Funds Green Tigers Classic HKD Capitalisation Sector Equity Ecology Yes Yes 2.21
UBS (Lux) Strategy SICAV - Income Sustainable (HKD) P-6%-mdist USD Cautious Allocation Yes Yes 1.40
UBS (Lux) Strategy SICAV - Income Sustainable (USD) P-6%-mdist USD Cautious Allocation Yes Yes 1.40
BNP Paribas Funds - Global Environment Classic RH CNH MD Distribution Other Equity Yes Yes 2.21
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