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
Invesco Funds - Invesco Asian Flexible Bond Fund A Accumulation USD Asia Bond No 1.32
Barings International Umbrella Fund - Barings Australia Fund Class I USD Acc Australia & New Zealand Equity No No 1.00
Barings International Umbrella Fund - Barings Eastern Europe Fund Class A USD Acc Other Equity No No 1.95
Barings International Umbrella Fund - Barings Global Bond Fund Class I USD Acc Global Diversified Bond No 0.75
HSBC Global Investment Funds - Indian Equity XD India Equity No No 0.90
MFS Meridian Funds - U.S. Value Fund I1 EUR US Large-Cap Value Equity No No 0.83
Natixis International Funds (Lux) I - Harris Associates Global Equity Fund RE/A (EUR) Global Large-Cap Value Equity No Yes 2.75
Barings International Umbrella Fund - Barings Eastern Europe Fund Class I USD Acc Other Equity No No 1.00
Barings Global Umbrella Fund - Barings Global Leaders Fund Class I USD Acc Global Large-Cap Blend Equity No Yes 1.00
Barings International Umbrella Fund - Barings Asia Growth Fund ClassI GBP Acc Asia ex-Japan Equity No Yes 1.00
Templeton Global Fund A(acc)HKD Global Large-Cap Blend Equity No No 1.81
BlackRock Global Funds - India Fund D2 India Equity No No 1.12
HSBC Global Investment Funds - Brazil Equity ADHKD Brazil Equity No No 2.14
PIMCO GIS Global Investment Grade Credit Fund Institutional NOK (Hedged) Accumulation Other Bond No 0.50
Principal Global Investors Funds - Preferred Securities Fund I Hedged Acc JPY Other Bond No No 0.46
HSBC Global Investment Funds - Indian Equity ADHKD India Equity No No 1.90
Allianz Global Investors Fund - Allianz Europe Equity Growth P GBP Europe Large-Cap Growth Equity No Yes 1.00
Fidelity Funds - Emerging Asia Fund A-Acc-HKD Asia ex-Japan Equity No Yes 1.95
UBS (Lux) Bond SICAV - Asian High Yield (USD) P-acc Asia High Yield Bond No No 1.48
HSBC Global Investment Funds - Global Emerging Markets Bond AM2HKD Global Emerging Markets Bond No 1.59
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