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
Nomura Funds Ireland plc - Japan Strategic Value Fund Class AD JPY Japan Large-Cap Blend Equity No Yes 1.60
HSBC Global Investment Funds - Global Infrastructure Equity AM2HKD Sector Equity Infrastructure No No 1.83
HSBC Global Investment Funds - Global Infrastructure Equity AM3OAUD Other Equity No No 1.86
HSBC Global Investment Funds - Global Infrastructure Equity AM3OEUR Other Equity No No 1.86
HSBC Global Investment Funds - Global Infrastructure Equity AM3OGBP Sector Equity Infrastructure No No 1.86
Capital Group Global Allocation Fund (LUX) ZLd CHF USD Moderate Allocation No No 0.70
HSBC Global Investment Funds - Global Infrastructure Equity AM3ORMB Other Equity No No 1.86
Allianz Global Investors Fund - Allianz American Income AM (H2-JPY) Other Bond No 1.33
FSSA Asian Equity Plus Fund Class I Hedged (Distributing) CNH Other Equity No Yes 1.83
JPMorgan SAR European - Class C (acc) - USD Europe Large-Cap Blend Equity No No 0.00
Capital Group New Perspective Fund (LUX) Pdh-EUR Other Equity No Yes 0.70
Schroder Capital Stable Fund I Accumulation HKD USD Cautious Allocation No No 0.00
Schroder Growth Fund I Accumulation HKD USD Aggressive Allocation No Yes 0.00
Barings International Umbrella Fund - Barings Global Bond Fund Class A RMB Hedged Inc Monthly Other Bond No 1.20
Invesco Funds - Invesco Emerging Markets Equity Fund A Accumulation HKD Global Emerging Markets Equity No No 1.70
Wellington Management Funds (Lux) III SICAV - Wellington Multi-Asset Income & Growth Fd USD A AccU USD Cautious Allocation No No 1.79
Allianz Global Investors Fund - Allianz Emerging Markets Select Bond W (H2-GBP) Global Emerging Markets Bond - GBP Hedged No No 0.55
Allianz Global Investors Fund - Allianz Emerging Markets Select Bond WT (H2-GBP) Global Emerging Markets Bond - GBP Hedged No No 0.55
Allianz Global Investors Fund - Allianz Thematica WT USD Global Flex-Cap Equity No No 0.74
Pictet-Digita HP RMB Other Equity No Yes 2.06
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