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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
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (USD hedged) P-8%-mdist USD Moderate Allocation No No 1.82
AB SICAV I - Low Volatility Equity Portfolio AD CAD H Inc Other Equity No Yes 1.67
Fidelity Funds - China RMB Bond Fund Y-Acc-USD China Bond No No 0.70
Fidelity Funds - China RMB Bond Fund A-Acc-USD China Bond No No 1.10
BOCIP Flexi HKD Income Class A HKD Bond No 1.05
BlackRock Global Funds - Emerging Markets Equity Income Fund A6 HKD Hedged Other Equity No No 1.89
HSBC Portfolios - World Selection 4 ACHAUD Other Allocation No No 1.52
BlackRock Global Funds - World Healthscience Fund A2 SGD Hedged Other Equity No Yes 1.78
BlackRock Global Funds - World Healthscience Fund A2 HKD Hedged Other Equity No Yes 1.78
HSBC Portfolios - World Selection 5 ACHAUD Other Allocation No No 1.60
Janus Henderson Capital Funds plc - Global Technology and Innovation Fund A2 HAUD Other Equity No Yes 2.41
Schroder International Selection Fund US Large Cap A Distribution GBP AV US Large-Cap Blend Equity No Yes 1.58
Ninety One Global Strategy Fund - All China Bond Fund A Acc USD RMB Bond - Onshore No Yes 1.50
Janus Henderson Capital Funds plc - Global Technology and Innovation Fund A2 HKD Sector Equity Technology No Yes 2.42
AB FCP I - Short Duration Bond Portfolio - AA GBP H - DIST - GBP Global Diversified Bond - GBP Hedged No No 1.16
AB FCP I - Short Duration Bond Portfolio - AA CAD H - DIST - CAD Other Bond No No 1.16
AB FCP I - Short Duration Bond Portfolio - AA NZD H - DIST - NZD Other Bond No No 1.16
T. Rowe Price Funds SICAV - Asian Opportunities Equity Fund Q USD Asia ex-Japan Equity No Yes 0.92
T. Rowe Price Funds SICAV - Asian Opportunities Equity Fund A USD Asia ex-Japan Equity No Yes 1.77
Schroder International Selection Fund EURO Equity A Accumulation CNH Hedged Other Equity No Yes 1.85
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