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
Ninety One Global Strategy Fund - Emerging Markets Blended Debt Fund A Acc USD Global Emerging Markets Bond No 2.00
BlackRock Global Funds - European Equity Income Fund A2 Europe Equity Income No Yes 1.82
MFS Meridian Funds - U.S. Value Fund WH1 GBP Other Equity No No 1.00
MFS Meridian Funds - European Research Fund WH1 GBP Other Equity No No 1.00
Matthews Asia Funds - Pacific Tiger Fund I GBP Acc Asia ex-Japan Equity No Yes 0.90
Allianz Global Investors Fund - Allianz Renminbi Fixed Income A USD RMB Bond - Onshore No Yes 1.05
Barings International Umbrella Fund - Barings Eastern Europe Fund Class I GBP Acc Other Equity No No 1.00
Barings International Umbrella Fund - Barings Australia Fund Class I GBP Acc Australia & New Zealand Equity No No 1.00
Barings International Umbrella Fund - Barings Global Bond Fund Class I GBP Inc Global Diversified Bond No 0.75
Matthews Asia Funds - China Discovery Fund I USD Acc Greater China Equity No No 1.25
Barings European Growth Trust - Class I GBP Inc Europe ex-UK Equity No Yes 0.87
Barings Korea Trust - Class I GBP Inc Korea Equity No No 0.98
HSBC American Index Fund Accumulation C US Large-Cap Blend Equity No No 0.06
HSBC European Index Fund Accumulation C Europe ex-UK Equity No No 0.07
HSBC European Index Fund Income C Europe ex-UK Equity No No 0.07
HSBC Japan Index Fund Accumulation C Japan Large-Cap Equity No No 0.14
HSBC Japan Index Fund Income C Japan Large-Cap Equity No No 0.14
HSBC American Index Fund Income C US Large-Cap Blend Equity No No 0.06
MFS Meridian Funds - U.K. Equity Fund I2 GBP UK Large-Cap Equity No No 0.75
MFS Meridian Funds - Emerging Markets Debt Fund I2 GBP Global Emerging Markets Bond No 0.75
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