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
Fidelity America Fund US Large-Cap Value Equity Yes No 1.89
Allianz Global Sustainability Global Large-Cap Blend Equity Yes Yes 0.66
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
Allianz Euroland Equity Growth Eurozone Large-Cap Equity Yes Yes 0.96
Allianz Euroland Equity Growth Eurozone Large-Cap Equity Yes Yes 0.96
Pictet-Security Global Flex-Cap Equity Yes Yes 2.00
Pictet-Security Global Flex-Cap Equity Yes Yes 2.00
Allianz Euroland Equity Growth Eurozone Large-Cap Equity Yes Yes 0.66
Pictet-Clean Energy Sector Equity Alternative Energy Yes No 2.01
Pictet-Clean Energy Sector Equity Alternative Energy Yes No 2.71
BGF Sustainable Energy Fund Sector Equity Alternative Energy Yes No 1.24
Jupiter Global Ecology Growth Sector Equity Ecology Yes Yes 1.74
Fidelity Global Health Care Fund Sector Equity Healthcare Yes Yes 1.05
Fidelity Greater China Fund Greater China Equity Yes Yes 1.08
FF-Asia Pacific Opportunities Fund Asia-Pacific ex-Japan Equity Yes Yes 1.92
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