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
HSBC Global Investment Funds - India Fixed Income AM2 Other Bond No No 1.45
HSBC Global Investment Funds - India Fixed Income AM3OSGD Other Bond No No 1.46
iShares World Equity Index Fund A2 HKD Global Large-Cap Blend Equity No No 0.60
iShares World Equity Index Fund I2 HKD Global Large-Cap Blend Equity No No 0.00
iShares World Equity Index Fund X2 HKD Global Large-Cap Blend Equity No No 0.00
Allianz Global Investors Fund - Allianz Global High Yield WT9 (H2-EUR) Global High Yield Bond - EUR Hedged No 0.53
Allspring (Lux) Worldwide Fund - EUR Investment Grade Credit Fund I EUR Acc EUR Corporate Bond No No 0.50
JPMorgan Multi Balanced Fund (mth) - USD USD Cautious Allocation No No 1.39
JPMorgan Multi Balanced Fund (mth) - AUD (hedged) Other Allocation No No 1.39
JPMorgan Multi Balanced Fund (mth) - HKD USD Cautious Allocation No No 1.39
JPMorgan Multi Balanced Fund (mth) - EUR (hedged) EUR Cautious Allocation - Global No No 1.39
JPMorgan Multi Balanced Fund (mth) - RMB (hedged) Other Allocation No No 1.39
AB (HK) American Income Portfolio Class A2 USD Acc USD Flexible Bond No 1.31
AB SICAV I - Flexible Income Portfolio I2X GBP H Global Flexible Bond - GBP Hedged No 0.85
AB SICAV I - Flexible Income Portfolio I2X EUR H Global Flexible Bond - EUR Hedged No 0.85
AB SICAV I - Flexible Income Portfolio A2X EUR H Global Flexible Bond - EUR Hedged No 1.40
AB SICAV I - Flexible Income Portfolio I2X USD Global Flexible Bond - USD Hedged No 0.85
AB SICAV I - Flexible Income Portfolio ITX USD Global Flexible Bond - USD Hedged No 0.85
AB SICAV I - Flexible Income Portfolio ATX USD Global Flexible Bond - USD Hedged No 1.40
AB SICAV I - Flexible Income Portfolio A2X USD Global Flexible Bond - USD Hedged No 1.40
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