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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
AB - Low Volatility Total Return Equity Portfolio AD USD Equity Market Neutral USD No Yes 1.83
AB - Low Volatility Total Return Equity Portfolio I USD Equity Market Neutral USD No Yes 1.03
CFund - China equity Class A HKD Units China Equity No No 1.87
Allianz Global Investors Fund - Allianz Thematica R EUR Global Flex-Cap Equity No No 1.23
BlackRock Global Funds - World Healthscience Fund A2 JPY Hedged Other Equity No Yes 1.78
BlackRock Global Funds - World Technology Fund A2 JPY Hedged Other Equity No Yes 1.78
UBS (Lux) Equity SICAV - All China (USD) (HKD) P-acc China Equity No Yes 2.23
Hang Seng Investment Series Hang Seng Index A1 HKD Acc Hong Kong Equity No No 0.70
Allianz Global Investors Fund - Allianz Thematica AMg USD Global Flex-Cap Equity No No 1.95
Hang Seng Hong Kong Equity Fund Class A HKD Accumulation Hong Kong Equity No No 0.00
HSBC Portfolios - World Selection 4 AMFLX PLN USD Aggressive Allocation No No 1.51
HSBC Portfolios - World Selection 4 AMFLX EUR USD Aggressive Allocation No No 1.51
HSBC Portfolios - World Selection 4 AMFLX GBP USD Aggressive Allocation No No 1.51
HSBC Portfolios - World Selection 4 AMFLX HKD USD Aggressive Allocation No No 1.51
HSBC Portfolios - World Selection 4 AMFLX CZK USD Aggressive Allocation No No 1.51
HSBC Portfolios - World Selection 4 AMFLX SGD USD Aggressive Allocation No No 1.51
Allianz Global Investors Fund - Allianz Thematica AT EUR Global Flex-Cap Equity No No 1.95
AB SICAV I - Low Volatility Equity Portfolio AD RMB H Inc Other Equity No Yes 1.67
Haitong Low Carbon Pioneer Equity Fund A HKD China Equity - A Shares No No 2.33
Haitong Low Carbon Pioneer Equity Fund A USD China Equity - A Shares No No 2.33
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