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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
Fidelity Funds - Emerging Markets Fund A-Acc-USD Global Emerging Markets Equity No Yes 1.93
T. Rowe Price Funds SICAV - Global Technology Equity Fund Qh EUR Other Equity No Yes 0.97
PIMCO GIS Income Fund Administrative GBP (Hedged) Income Global Flexible Bond - GBP Hedged No Yes 1.10
Pictet Strategic Income Fund P dm USD USD Flexible Allocation No Yes 1.56
Pictet Strategic Income Fund P dm HKD USD Flexible Allocation No Yes 1.56
Pictet Strategic Income Fund HP dm RMB Other Allocation No Yes 1.56
Pictet Strategic Income Fund HP dm AUD Other Allocation No Yes 1.56
Fidelity Funds - Global Technology Fund Y-Acc-EUR (hedged) Other Equity No Yes 1.04
HSBC Global Investment Funds - US Dollar Bond PD EUR USD Diversified Bond No No 0.74
HSBC Global Investment Funds - US Dollar Bond AD EUR USD Diversified Bond No No 0.99
HSBC Global Investment Funds - Euro High Yield Bond AD USD EUR High Yield Bond No No 1.34
HSBC Global Investment Funds - Hong Kong Equity PD EUR Hong Kong Equity No Yes 1.34
HSBC Global Investment Funds - US Dollar Bond PD SGD USD Diversified Bond No No 0.74
HSBC Global Investment Funds - US Dollar Bond AD SGD USD Diversified Bond No No 0.99
HSBC Global Investment Funds - Hong Kong Equity AD EUR Hong Kong Equity No Yes 1.84
HSBC Global Investment Funds - Hong Kong Equity AC EUR Hong Kong Equity No Yes 1.84
Fidelity Funds - Global Multi Asset Dynamic Fund A-DIST-USD SGD USD Aggressive Allocation No No 1.72
T. Rowe Price Funds SICAV - Asian ex-Japan Equity Fund A USD NOK Asia ex-Japan Equity No Yes 1.77
HSBC Global Investment Funds - Hong Kong Equity AD PLN Hong Kong Equity No Yes 1.84
HSBC Global Investment Funds - Hong Kong Equity AC PLN Hong Kong Equity No Yes 1.84
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