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
Shenyin Wanguo RQFII A Share Strategy Fund Class A China Equity - A Shares No No 1.96
Schroder International Selection Fund Emerging Markets Multi-Asset A Distribution EUR Hedged QF Other Allocation No Yes 1.64
Capital Group Global Equity Fund (LUX) B CHF Global Large-Cap Blend Equity No No 1.70
HSBC Global Investment Funds - Asia ex Japan Equity Smaller Companies AD SGD Asia ex-Japan Small/Mid-Cap Equity No No 1.84
Capital Group Global Equity Fund (LUX) C GBP Global Large-Cap Blend Equity No No 0.10
Capital Group Global Equity Fund (LUX) C CHF Global Large-Cap Blend Equity No No 0.10
Capital Group Global Equity Fund (LUX) Bd USD Global Large-Cap Blend Equity No No 1.70
Capital Group Global Equity Fund (LUX) C JPY Global Large-Cap Blend Equity No No 0.10
Capital Group Global Equity Fund (LUX) C USD Global Large-Cap Blend Equity No No 0.10
Capital Group Global Equity Fund (LUX) B USD Global Large-Cap Blend Equity No No 1.70
Morgan Stanley Investment Funds - Global Bond Fund C EUR Global Diversified Bond No 1.70
Morgan Stanley Investment Funds - US Advantage Fund C EUR US Large-Cap Growth Equity No Yes 2.44
HSBC Global Investment Funds - Asia ex Japan Equity Smaller Companies AD GBP Asia ex-Japan Small/Mid-Cap Equity No No 1.84
HSBC Global Investment Funds - Asia ex Japan Equity Smaller Companies AD EUR Asia ex-Japan Small/Mid-Cap Equity No No 1.84
HSBC Global Investment Funds - Asia ex Japan Equity Smaller Companies AD PLN Asia ex-Japan Small/Mid-Cap Equity No No 1.84
HSBC Global Investment Funds - Global High Income Bond AM2 HKD Global Flexible Bond - USD Hedged No 1.49
Capital Group Emerging Markets Total Opportunities (LUX) C JPY Global Emerging Markets Allocation No No 0.20
Capital Group Emerging Markets Total Opportunities (LUX) C EUR Global Emerging Markets Allocation No No 0.20
Capital Group Emerging Markets Total Opportunities (LUX) B CHF Global Emerging Markets Allocation No No 1.90
Capital Group Emerging Markets Total Opportunities (LUX) A7 EUR Global Emerging Markets Allocation No No 0.80
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