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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
Neuberger Berman China Equity Fund EUR A Accumulating Class - Hedged Other Equity No No 2.07
PIMCO GIS Balanced Income and Growth Fund E Class EUR (Hedged) Accumulation EUR Moderate Allocation - Global No Yes 2.20
Allianz Global Investors Fund - Allianz China Equity AT SGD China Equity No Yes 1.90
BlackRock Global Funds - Global Inflation Linked Bond Fund D2 USD Global Inflation-Linked Bond - USD Hedged No Yes 0.62
Allianz Global Investors Fund - Allianz China Equity CT EUR China Equity No Yes 3.06
ICBC Asset Management (Global) Funds - ICBC Asset Management China Emerging Enterprises Fund China Equity No Yes 2.64
HSBC Portfolios - World Selection 5 ACHEUR EUR Aggressive Allocation - Global No No 1.60
Ninety One Global Strategy Fund - Global Franchise Fund C Inc USD Global Large-Cap Growth Equity No Yes 2.90
PIMCO GIS Global Bond Fund Institutional SGD (Hedged) Accumulation Other Bond No 0.50
HSBC Portfolios - World Selection 1 ACHGBP GBP Allocation 20-40% Equity No No 1.35
HSBC Portfolios - World Selection 4 ACHGBP GBP Allocation 60-80% Equity No No 1.52
HSBC Portfolios - World Selection 4 AC USD Aggressive Allocation No No 1.47
HSBC Portfolios - World Selection 4 ACHEUR EUR Aggressive Allocation - Global No No 1.52
HSBC Portfolios - World Selection 5 ACHGBP GBP Allocation 60-80% Equity No No 1.60
HSBC Portfolios - World Selection 1 AC USD Cautious Allocation No No 1.23
Ninety One Global Strategy Fund - Global Franchise Fund C Acc USD Global Large-Cap Growth Equity No Yes 2.90
JPMorgan Funds - Emerging Markets Opportunities Fund A (acc) - USD Global Emerging Markets Equity No Yes 1.76
HSBC Portfolios - World Selection 1 ACHEUR EUR Cautious Allocation - Global No No 1.35
PIMCO GIS Total Return Bond Fund Administrative EUR (Hedged) Accumulation Other Bond No Yes 1.00
Schroder International Selection Fund China Opportunities A Accumulation HKD China Equity No Yes 1.83
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