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
Capital Group Japan Equity Fund (LUX) Zgdh-GBP Other Equity No No 0.96
BlackRock Global Funds - European Value Fund D2 USD Hedged Other Equity No Yes 1.06
BlackRock Global Funds - Fixed Income Global Opportunities Fund A8 AUD Hedged Other Bond No 1.22
BlackRock Global Funds - Fixed Income Global Opportunities Fund A8 CNH Hedged Other Bond No 1.22
Allspring (Lux) Worldwide Fund - U.S. Select Equity Fund I USD Acc US Mid-Cap Equity No No 1.10
HSBC Global Investment Funds - Global Short Duration Bond AC Global Diversified Bond - USD Hedged No No 0.70
Allspring (Lux) Worldwide Fund - U.S. Select Equity Fund A USD Acc US Mid-Cap Equity No No 1.80
HSBC Collective Inv Trust - HSBC Asia Pacific ex Japan Equity Volatility Focused Fund AM2 - USD Asia-Pacific ex-Japan Equity No No 2.04
PIMCO GIS Global Investment Grade Credit Fund Institutional CHF (Hedged) Income Global Corporate Bond - CHF Hedged No No 0.49
BlackRock Global Funds - Fixed Income Global Opportunities Fund A2 GBP Hedged Global Flexible Bond - GBP Hedged No 1.22
Allianz Global Investors Fund - Allianz Japan Equity CT (H-EUR) Other Equity No No 2.60
BlackRock Global Funds - European Equity Income Fund D2 USD Hedged Other Equity No Yes 1.07
HSBC Managed Stable Fund Inc P USD Cautious Allocation No No 0.00
HSBC Collective Inv Trust - HSBC Asia Pacific ex Japan Equity Volatility Focused Fund AM2- HKD Asia-Pacific ex-Japan Equity No No 2.04
Allianz Global Investors Fund - Allianz Europe Equity Growth Select RT EUR Europe Large-Cap Growth Equity No Yes 1.10
MFS Meridian Funds - European Smaller Companies Fund IH1 USD Other Equity No Yes 1.00
MFS Meridian Funds - U.S. Total Return Bond Fund WH1 GBP Other Bond No 0.60
Capital Group Emerging Markets Local Currency Debt Fund (LUX) Zd Global Emerging Markets Bond - Local Currency No No 0.90
Janus Henderson Horizon Pan European Smaller Companies Fund A2 HUSD Other Equity No Yes 2.43
Manulife Global Fund-USD Income Fund AA HKD USD Diversified Bond No No 1.28
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