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 - Global Sustainable Long Term Dividend AM2 USD SGD Global Equity Income Yes 1.89
HSBC Global Investment Funds - Global Sustainable Long Term Dividend AM2 HKD USD Global Equity Income Yes 1.89
HSBC Global Investment Funds - Global Sustainable Long Term Dividend AM2 USD HKD Global Equity Income Yes 1.89
HSBC Global Investment Funds - Global Sustainable Long Term Dividend AM2 USD GBP Global Equity Income Yes 1.89
HSBC Global Investment Funds - Global Sustainable Long Term Dividend AM2 USD EUR Global Equity Income Yes 1.89
Pictet-Clean Energy Transition P EUR Sector Equity Alternative Energy Yes 2.00
Aberdeen Standard SICAV I – Global Sustainable Equity Fund A Acc GBP Global Large-Cap Blend Equity Yes 1.69
Jupiter Global Ecology Growth Class L GBP A Inc Sector Equity Ecology Yes 1.73
HSBC Global Investment Funds - Global Equity Climate Change AD Sector Equity Ecology Yes 1.89
BlackRock Global Funds - Sustainable Energy Fund D4 GBP Sector Equity Alternative Energy Yes 1.20
BlackRock Global Funds - ESG Multi-Asset Fund D2 EUR EUR Moderate Allocation - Global Yes 1.00
Pictet - SmartCity P dy GBP Global Large-Cap Blend Equity Yes 1.58
Schroder International Selection Fund Global Sustainable Growth A Accumulation USD Global Large-Cap Growth Equity Yes 1.64
Pictet - SmartCity HP dy GBP Other Equity Yes 2.04
HSBC Global Investment Funds - Global Sustainable Long Term Dividend AM2 USD Global Equity Income Yes 1.89
HSBC Global Investment Funds - Global Sustainable Long Term Dividend AM2 HKD Global Equity Income Yes 1.89
UBS (Lux) Strategy Fund - Yield Sustainable (USD) P-4%-mdist USD Cautious Allocation Yes 1.50
UBS (Lux) Strategy Fund - Fixed Income Sustainable (USD) P-mdist Global Bond - USD Hedged Yes 1.20
Aberdeen Standard SICAV I - European Sustainable Equity Fund A Acc EUR Europe Large-Cap Growth Equity Yes 1.69
Aberdeen Standard SICAV I – Global Sustainable Equity Fund A Acc USD Global Large-Cap Blend Equity Yes 1.69
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