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 Pacific Index Fund Accumulation S Asia-Pacific ex-Japan Equity No No 0.12
HSBC Pacific Index Fund Income S Asia-Pacific ex-Japan Equity No No 0.12
Value Partners Classic Fund C Units MDis RMB Greater China Equity No Yes 1.52
Value Partners Classic Fund C Units MDis RMB Hedged Other Equity No Yes 1.52
Value Partners Classic Fund C Units Mdis USD Greater China Equity No Yes 1.52
Value Partners Classic Fund C Units Mdis HKD Greater China Equity No Yes 1.52
Value Partners Classic Fund Z Units USD Acc Greater China Equity No Yes 0.00
Manulife Global Fund - Taiwan Equity Fund I3 Taiwan Large-Cap Equity No Yes 0.22
JPMorgan Asia Growth (acc) - HKD Asia ex-Japan Equity No Yes 1.64
Ninety One Global Strategy Fund - Asia Pacific Franchise Fund I Acc USD Asia-Pacific ex-Japan Equity No Yes 1.10
Ninety One Global Strategy Fund - Asia Pacific Franchise Fund A Acc USD Asia-Pacific ex-Japan Equity No Yes 2.00
MFS Meridian Funds - Global Concentrated Fund W1 EUR Global Large-Cap Blend Equity No Yes 1.32
MFS Meridian Funds - Prudent Wealth Fund W1 EUR USD Moderate Allocation No Yes 1.27
Invesco Funds - Invesco Asia Opportunities Equity Fund A (AUD Hedged) Monthly Distri1 AUD Other Equity No Yes 2.03
Invesco Funds - Invesco Asia Opportunities Equity Fund A (NZD Hedged) Monthly Distri1 NZD Other Equity No Yes 2.03
Invesco Funds - Invesco Asia Opportunities Equity Fund A Semi Distribution USD Asia ex-Japan Equity No Yes 2.03
Invesco Funds - Invesco Asia Opportunities Equity Fund C (EUR Hedged) Accumulation EUR Other Equity No Yes 1.43
Invesco Funds - Invesco Asia Opportunities Equity Fund A (EUR Hedged) Accumulation EUR Other Equity No Yes 2.03
Jupiter European Growth L HKD Hsc Acc Other Equity No Yes 1.72
Ninety One Global Strategy Fund – Global Macro Allocation Fund A Acc USD USD Flexible Allocation No Yes 2.00
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