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
BNP Paribas Funds Climate Change U2 RH CNH MD Distribution Other Equity Yes Yes 1.96
BNP Paribas Funds Climate Change U2 RH EUR MD Distribution Other Equity Yes Yes 1.96
BNP Paribas Funds Climate Change U2 RH SGD MD Distribution Other Equity Yes Yes 1.96
BNP Paribas Funds Climate Change Classic RH HKD Capitalisation Other Equity Yes Yes 2.66
BNP Paribas Funds Climate Change Classic RH USD Capitalisation Class Other Equity Yes Yes 2.66
BNP Paribas Funds Green Tigers Classic HKD Capitalisation Sector Equity Ecology Yes Yes 2.21
UBS (Lux) Strategy SICAV - Income Sustainable (HKD) P-6%-mdist USD Cautious Allocation Yes No 1.40
UBS (Lux) Strategy SICAV - Income Sustainable (USD) P-6%-mdist USD Cautious Allocation Yes No 1.40
BNP Paribas Funds - Global Environment Classic RH CNH MD Distribution Other Equity Yes Yes 2.21
BlackRock Global Funds - Circular Economy Fund A2 Sector Equity Ecology Yes Yes 1.81
BlackRock Global Funds - Circular Economy Fund A2 EUR Sector Equity Ecology Yes Yes 1.81
Pictet - Global Environmental Opportunities HP RMB Other Equity Yes Yes 2.05
Sun Life AM Hong Kong ESG Index Fund Class A HKD Income Hong Kong Equity Yes No 0.02
Allianz Global Investors Fund - Allianz Smart Energy PT2 EUR Sector Equity Alternative Energy Yes No 0.75
Allianz Smart Energy W9 EUR Sector Equity Alternative Energy Yes No 0.71
FF - Global Dividend Plus Fund A-MCDIST(G)-USD (hedged) Other Equity Yes Yes 1.95
FF - Global Dividend Plus Fund A-MCDIST(G)-AUD (hedged) Other Equity Yes Yes 1.95
FF - Global Dividend Plus Fund A-MCDIST(G)-HKD (hedged) Other Equity Yes Yes 1.95
FF - Global Dividend Plus Fund A-MCDIST(G)-RMB (hedged) Other Equity Yes Yes 1.95
FF - Global Dividend Plus Fund A-MCDIST(G)-JPY (hedged) Other Equity Yes Yes 1.95
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