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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
HSBC Portfolios - World Selection 1 AMHAUD Other Allocation No No 1.35
HSBC Portfolios - World Selection 5 AM USD Aggressive Allocation No No 1.67
HSBC Portfolios - World Selection 4 AM USD Aggressive Allocation No No 1.57
HSBC Portfolios - World Selection 1 AM USD Cautious Allocation No No 1.24
BlackRock Global Funds - European Special Situations Fund D2 USD Hedged Other Equity No Yes 1.07
HSBC Portfolios - World Selection 5 AMHEUR EUR Aggressive Allocation - Global No No 1.60
HSBC Portfolios - World Selection 1 AMHEUR EUR Cautious Allocation - Global No No 1.35
HSBC Portfolios - World Selection 5 AMHKD USD Aggressive Allocation No No 1.67
HSBC Portfolios - World Selection 4 AMHAUD Other Allocation No No 1.52
HSBC Portfolios - World Selection 4 AMHGBP GBP Allocation 60-80% Equity No No 1.52
HSBC Portfolios - World Selection 4 AMHEUR EUR Aggressive Allocation - Global No No 1.52
HSBC Portfolios - World Selection 1 AMHKD USD Cautious Allocation No No 1.25
HSBC Portfolios - World Selection 5 AMHGBP GBP Allocation 60-80% Equity No No 1.60
BlackRock Global Funds - Global Equity Income Fund A6 CNH Hedged Other Equity No No 1.82
HSBC Portfolios - World Selection 4 AMHKD USD Aggressive Allocation No No 1.58
HSBC Portfolios - World Selection 1 AMHGBP GBP Allocation 20-40% Equity No No 1.35
Manulife Global Fund - U.S. Equity Fund AA HKD US Large-Cap Blend Equity No Yes 1.64
AB SICAV I - Low Volatility Equity Portfolio A HKD Acc Global Large-Cap Blend Equity No Yes 1.67
AB FCP I - Short Duration Bond Portfolio AA-DIST-HKD Global Diversified Bond - USD Hedged No No 1.16
Invesco Funds - Invesco Pan European High Income Fund A (USD Hedged) Accumulation USD USD Cautious Allocation No No 1.61
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