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 World Dividend Growers (LUX) Z CHF Global Equity Income No No 0.90
Capital Group Global Allocation Fund (LUX) C JPY USD Moderate Allocation No No 0.10
Capital Group Global Allocation Fund (LUX) C CHF USD Moderate Allocation No No 0.10
Capital Group Global Allocation Fund (LUX) Z CHF USD Moderate Allocation No No 0.90
Capital Group Global Allocation Fund (LUX) B USD USD Moderate Allocation No No 1.65
HSBC Global Investment Funds - Global Emerging Markets Bond AM2HKD USD Global Emerging Markets Bond No 1.59
HSBC Global Investment Funds - Indian Equity ADHKD USD India Equity No No 1.90
HSBC Global Investment Funds - Brazil Equity ADHKD USD Brazil Equity No No 2.14
HSBC Portfolios - World Selection 2 AC SGD USD Moderate Allocation No No 1.23
HSBC Portfolios - World Selection 2 AMHAUD USD Other Allocation No No 1.35
HSBC Portfolios - World Selection 2 AM GBP USD Moderate Allocation No No 1.24
HSBC Portfolios - World Selection 3 ACHSGD USD Other Allocation No No 1.56
HSBC Portfolios - World Selection 2 AMHKD USD USD Moderate Allocation No No 1.25
HSBC Portfolios - World Selection 3 ACHGBP USD GBP Allocation 40-60% Equity No No 1.56
HSBC Portfolios - World Selection 3 AMHKD USD USD Moderate Allocation No No 1.47
HSBC Portfolios - World Selection 2 AM SGD USD Moderate Allocation No No 1.24
HSBC Portfolios - World Selection 3 AM SGD USD Moderate Allocation No No 1.44
HSBC Portfolios - World Selection 3 AMHGBP USD GBP Allocation 40-60% Equity No No 1.56
HSBC Portfolios - World Selection 2 AM CZK USD Moderate Allocation No No 1.24
HSBC Portfolios - World Selection 3 AM HKD USD Moderate Allocation No No 1.44
© Copyright 2025 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy       Disclosures