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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
Capital Group Japan Equity Fund (LUX) Z CHF Japan Large-Cap Equity No No 0.90
HSBC Portfolios - World Selection 4 AC SGD USD Aggressive Allocation No No 1.47
HSBC Portfolios - World Selection 5 ACHAUD USD Other Allocation No No 1.60
HSBC Portfolios - World Selection 5 AM EUR USD Aggressive Allocation No No 1.67
HSBC Portfolios - World Selection 1 AM GBP USD Cautious Allocation No 1.24
HSBC Portfolios - World Selection 4 AMHGBP USD GBP Allocation 60-80% Equity No No 1.52
HSBC Portfolios - World Selection 1 AM PLN USD Cautious Allocation No 1.24
HSBC Portfolios - World Selection 4 AM PLN USD Aggressive Allocation No No 1.57
HSBC Portfolios - World Selection 4 AM SGD USD Aggressive Allocation No No 1.57
HSBC Portfolios - World Selection 1 AM SGD USD Cautious Allocation No 1.24
HSBC Portfolios - World Selection 5 ACHGBP USD GBP Allocation 60-80% Equity No No 1.60
HSBC Portfolios - World Selection 4 AM HKD USD Aggressive Allocation No No 1.57
AB FCP I - Short Duration Bond Portfolio I2-ACCU Global Diversified Bond - USD Hedged No No 0.58
Schroder International Selection Fund Global Emerging Market Opportunities A1 Accumulation EUR Global Emerging Markets Equity No Yes 2.36
DWS Invest Chinese Equities USD LC China Equity No Yes 1.92
DWS Invest Chinese Equities USD FC China Equity No Yes 1.02
Schroder International Selection Fund Global Emerging Market Opportunities A Accumulation EUR Global Emerging Markets Equity No Yes 1.86
Pictet-Emerging Markets P EUR Global Emerging Markets Equity No No 1.75
Pictet-Emerging Markets P dy USD Global Emerging Markets Equity No No 1.75
Schroder International Selection Fund Global Emerging Market Opportunities A Accumulation USD Global Emerging Markets Equity No Yes 1.86
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