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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
T. Rowe Price Funds SICAV - Emerging Markets Equity Fund Adq USD Global Emerging Markets Equity No Yes 2.07
HSBC Global Investment Funds - Hong Kong Equity AD Hong Kong Equity No Yes 1.84
PIMCO GIS Global Real Return Fund Investor USD Income Global Inflation-Linked Bond - USD Hedged No Yes 0.80
Franklin Mutual U.S. Value Fund I(acc)USD US Large-Cap Value Equity No No 0.97
Schroder International Selection Fund Asian Equity Yield A1 Accumulation USD Asia-Pacific ex-Japan Equity Income No Yes 2.34
Schroder International Selection Fund Hong Kong Dollar Bond A Accumulation HKD HKD Bond No 1.04
PineBridge Global Funds - Global Bond Fund A Global Diversified Bond - USD Hedged No Yes 1.97
BlackRock Global Funds - Global Long-Horizon Equity Fund C2 USD Global Large-Cap Growth Equity No Yes 3.06
JPMorgan Funds - US Aggregate Bond Fund A (acc) - USD USD Diversified Bond No 1.10
Allianz Global Investors Choice Fund - Allianz Choice Flexi Balanced Fund Ordinary C Other No 1.69
AB FCP I - Short Duration Bond Portfolio C-DIST Global Diversified Bond - USD Hedged No No 1.56
HSBC Global Investment Funds - Asia Pacific ex Japan Equity High Dividend AS Asia-Pacific ex-Japan Equity Income No No 1.84
Templeton Asian Growth Fund I(acc)USD Asia ex-Japan Equity No Yes 1.16
MFS Meridian Funds - Global Equity Fund I1 USD Global Large-Cap Blend Equity No Yes 0.93
MFS Meridian Funds - European Value Fund A1 USD Europe Large-Cap Blend Equity No No 1.93
AB FCP I - Short Duration Bond Portfolio AT-DIST Global Diversified Bond - USD Hedged No No 1.16
MFS Meridian Funds - Continental European Equity Fund A1 EUR Europe ex-UK Equity No Yes 1.85
Allianz Global Investors Choice Fund - Allianz Choice Hong Kong Fund Ordinary B Hong Kong Equity No Yes 0.00
Allianz Global Investors Choice Fund - Allianz Choice Hong Kong Fund Ordinary A Hong Kong Equity No Yes 0.52
MFS Meridian Funds - European Core Equity Fund I1 EUR Europe Large-Cap Blend Equity No Yes 0.90
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