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 Collective Inv Trust - HSBC Asia Pacific ex Japan Equity Volatility Focused Fund AM2 - USD Asia-Pacific ex-Japan Equity No No 2.04
PIMCO GIS Global Investment Grade Credit Fund Institutional CHF (Hedged) Income Global Corporate Bond - CHF Hedged No 0.50
BlackRock Global Funds - Fixed Income Global Opportunities Fund A2 GBP Hedged Global Flexible Bond - GBP Hedged No 1.22
Allianz Global Investors Fund - Allianz Japan Equity CT (H-EUR) Other Equity No No 2.60
BlackRock Global Funds - European Equity Income Fund D2 USD Hedged Other Equity No Yes 1.08
HSBC Managed Stable Fund Inc P USD Cautious Allocation No No 0.00
HSBC Collective Inv Trust - HSBC Asia Pacific ex Japan Equity Volatility Focused Fund AM2- HKD Asia-Pacific ex-Japan Equity No No 2.04
Allianz Global Investors Fund - Allianz Europe Equity Growth Select RT EUR Europe Large-Cap Growth Equity No Yes 1.10
MFS Meridian Funds - European Smaller Companies Fund IH1 USD Other Equity No Yes 1.00
MFS Meridian Funds - U.S. Total Return Bond Fund WH1 GBP Other Bond No 0.60
Capital Group Emerging Markets Local Currency Debt Fund (LUX) Zd Global Emerging Markets Bond - Local Currency No No 0.90
Manulife Global Fund-USD Income Fund AA HKD USD Diversified Bond No 1.28
MFS Meridian Funds - U.K. Equity Fund C1 USD UK Large-Cap Equity No No 2.60
Allianz Global Investors Fund - Allianz Europe Equity Growth Select A (H2-USD) Other Equity No Yes 1.85
BOCIP Japan Small & Mid Cap Opportunity Class A Japan Flex-Cap Equity No Yes 0.20
Janus Henderson Capital Funds plc - Global Life Sciences Fund Class A2 HKD Sector Equity Healthcare No Yes 2.38
Allianz Global Investors Fund - Allianz Best Styles Global Equity RT EUR Global Large-Cap Blend Equity No No 0.85
AB - India Growth Portfolio AD AUD H Inc Other Equity No No 2.15
Neuberger Berman Short Duration Emerging Market Debt Fund Class SGD A (Monthly) Distributing Other Bond No 1.08
Neuberger Berman Emerging Market Debt - Local Currency Fund USD A Monthly Distributing Class Global Emerging Markets Bond - Local Currency No No 1.67
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