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
HSBC American Index Fund Accumulation C US Large-Cap Blend Equity No No 0.06
HSBC European Index Fund Accumulation C Europe ex-UK Equity No No 0.07
HSBC European Index Fund Income C Europe ex-UK Equity No No 0.07
HSBC Japan Index Fund Accumulation C Japan Large-Cap Blend Equity No No 0.14
HSBC Japan Index Fund Income C Japan Large-Cap Blend Equity No No 0.14
HSBC American Index Fund Income C US Large-Cap Blend Equity No No 0.06
MFS Meridian Funds - U.K. Equity Fund I2 GBP UK Large-Cap Equity No No 0.75
MFS Meridian Funds - Emerging Markets Debt Fund I2 GBP Global Emerging Markets Bond No 0.75
BlackRock Global Funds - Asian Dragon Fund D4 GBP Asia ex-Japan Equity No No 1.08
BlackRock Global Funds - Euro Bond Fund D4 GBP EUR Diversified Bond No 0.59
BlackRock Global Funds - Global Allocation Fund D2 GBP Hedged GBP Allocation 40-60% Equity No No 1.02
BlackRock Global Funds - World Gold Fund D2 GBP Hedged Other Equity No No 1.34
BlackRock Global Funds - World Mining Fund D4 GBP Sector Equity Natural Resources No No 1.31
BlackRock Global Funds - European Value Fund D4 GBP Europe Large-Cap Value Equity No Yes 1.06
BlackRock Global Funds - Global Equity Income Fund D5G GBP Global Equity Income No No 1.04
BlackRock Global Funds - Japan Flexible Equity Fund D4 GBP Japan Large-Cap Blend Equity No Yes 1.06
BlackRock Global Funds - Global Equity Income Fund D5G GBP Hedged Other Equity No No 1.04
BNP Paribas Funds Emerging Bond Opportunities Classic Capitalisation Global Emerging Markets Bond No No 1.91
BNP Paribas Funds Emerging Bond Opportunities Classic RH EUR Capitalisation Global Emerging Markets Bond - EUR Hedged No No 1.94
Capital Group Japan Equity Fund (LUX) Zh-GBP Other Equity No No 0.96
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