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
Signature CIO Growth Fund AHK C HKD Acc USD Aggressive Allocation No No 1.30
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund AMFLX-USD USD Moderate Allocation No No 2.67
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund AMFLX-HKD USD Moderate Allocation No No 2.65
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund AMFLXO-AUD Other Allocation No No 2.69
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund AMFLXO-CAD Other Allocation No No 2.69
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund AMFLXO-GBP GBP Allocation 40-60% Equity No No 2.67
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund AMFLXO-RMB Other Allocation No No 2.69
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund AMFLXO-EUR EUR Moderate Allocation - Global No No 2.69
BlackRock Global Funds - World Financials Fund A10 USD Sector Equity Financial Services No Yes 1.81
BlackRock Global Funds - World Gold Fund A10 USD Sector Equity Precious Metals No No 2.09
Allianz Global Investors Fund - Allianz Thematica CT EUR Global Flex-Cap Equity No No 2.68
Neuberger Berman Next Generation Connectivity Fund ZAR A Accumulating Class Other Equity No Yes 1.83
Allianz Global Investors Fund - Allianz Best Styles Global Equity I (H-EUR) Other Equity No No 0.71
Capital Group Global Corporate Bond Fund (LUX) Pdh-EUR Global Corporate Bond - EUR Hedged No No 0.57
Capital Group Global Corporate Bond Fund (LUX) Pdh-GBP Global Corporate Bond - GBP Hedged No No 0.57
Fidelity Funds - Global Short Duration Income Fund A-MCDIST G-EUR Global Flexible Bond No 1.07
Fidelity Funds - Global Short Duration Income Fund A-MCDIST G-GBP Global Flexible Bond No 1.07
Fidelity Funds - Global Short Duration Income Fund A-MCDIST G-HKD Global Flexible Bond No 1.08
Fidelity Funds - Global Short Duration Income Fund A-MCDIST G-USD Global Flexible Bond No 1.08
Capital Group New Perspective Fund (LUX) Bh-CNH Other Equity No Yes 1.60
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