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 Collective Investment Trust - HSBC Global Sustainable Multi-Asset Income Fund AM2 USD USD Cautious Allocation Yes No 1.58
HSBC Collective Investment Trust - HSBC Global Sustainable Multi-Asset Income Fund AM2 HKD USD Cautious Allocation Yes No 1.58
HSBC Collective Investment Trust - HSBC Global Sustainable Multi-Asset Income Fund AM3O AUD Other Allocation Yes No 1.58
HSBC Collective Investment Trust - HSBC Global Sustainable Multi-Asset Income Fund AM3O RMB Other Allocation Yes No 1.54
HSBC Collective Investment Trust - HSBC Global Sustainable Multi-Asset Income Fund AM3O CAD Other Allocation Yes No 1.58
HSBC Collective Investment Trust - HSBC Global Sustainable Multi-Asset Income Fund AM3O GBP GBP Allocation 20-40% Equity Yes No 1.58
HSBC Collective Investment Trust - HSBC Global Sustainable Multi-Asset Income Fund AM3O EUR EUR Cautious Allocation - Global Yes No 1.60
BlackRock Global Funds - Sustainable Global Infrastructure Fund Class D2 Sector Equity Infrastructure Yes No 1.07
BlackRock Global Funds - Sustainable Global Infrastructure Fund Class A2 USD Sector Equity Infrastructure Yes No 1.67
Janus Henderson Horizon Sustainable Future Technologies Fund A2 USD Acc Sector Equity Technology Yes Yes 1.90
Fidelity Funds - Sustainable US Equity Fund A-Acc-USD US Large-Cap Blend Equity Yes No 1.94
BNP Paribas Funds Green Tigers Classic RH CNH Capitalisation Other Equity Yes Yes 2.23
Schroder International Selection Fund Global Sustainable Growth A Accumulation EUR Global Large-Cap Growth Equity Yes Yes 1.64
Schroder International Selection Fund Global Sustainable Growth A Distribution EUR Global Large-Cap Growth Equity Yes Yes 1.64
Alquity SICAV - Alquity Future World Fund USD A Class GBP Global Emerging Markets Equity Yes Yes 3.38
BlackRock Global Funds - Sustainable Energy Fund A4 USD Sector Equity Alternative Energy Yes No 1.97
Invesco Funds - Invesco Responsible Global Real Assets Fund A (Monthly Distribution-1) USD Other Equity Yes No 1.70
Schroder International Selection Fund Global Energy Transition A Accumulation EUR Sector Equity Alternative Energy Yes Yes 1.84
Fidelity Funds - Sustainable Global Dividend Plus Fund A-MCDIST(G)-USD Global Equity Income Yes Yes 1.94
Fidelity Funds - Sustainable Global Dividend Plus Fund A-MINCOME(G)-USD Global Equity Income Yes Yes 1.93
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