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
Capital Group Japan Equity Fund (LUX) A4 GBP Japan Large-Cap Equity No Yes 0.50
Fidelity Funds - Global Focus Fund A-DIST-USD SGD Global Large-Cap Blend Equity No No 1.91
HSBC Global Investment Funds - Global Emerging Markets Bond AM3HAUD USD Other Bond No 1.61
HSBC Portfolios - World Selection 3 AC CZK USD Moderate Allocation No No 1.43
HSBC Portfolios - World Selection 2 AC CZK USD Moderate Allocation No No 1.23
HSBC Global Investment Funds - Indian Equity XD PLN India Equity No No 0.90
HSBC Global Investment Funds - Indian Equity XD AUD India Equity No No 0.90
BNP Paribas Funds Emerging Equity Classic Distribution GBP Global Emerging Markets Equity No Yes 2.21
HSBC Global Investment Funds - Indian Equity XD SGD India Equity No No 0.90
HSBC Global Investment Funds - Indian Equity XD EUR India Equity No No 0.90
HSBC Portfolios - World Selection 3 BC EUR USD Moderate Allocation No No 0.83
HSBC Portfolios - World Selection 3 BC SGD USD Moderate Allocation No No 0.83
HSBC Portfolios - World Selection 3 BC HKD USD Moderate Allocation No No 0.83
HSBC Portfolios - World Selection 3 BC PLN USD Moderate Allocation No No 0.83
HSBC Portfolios - World Selection 3 BC GBP USD Moderate Allocation No No 0.83
HSBC Global Investment Funds - Indian Equity XD GBP India Equity No No 0.90
HSBC Portfolios - World Selection 3 BC CZK USD Moderate Allocation No No 0.83
HSBC Global Investment Funds - Global Emerging Markets Bond AM3HEUR USD Global Emerging Markets Bond - EUR Hedged No 1.61
Capital Group Japan Equity Fund (LUX) Z USD Japan Large-Cap Equity No Yes 0.90
Capital Group Emerging Markets Local Currency Debt Fund (LUX) Z GBP Global Emerging Markets Bond - Local Currency No No 0.90
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