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
JPMorgan Asian Total Return Bond (mth) - RMB (hedged) Other Bond No 1.07
JPMorgan Asian Total Return Bond (acc) - RMB (hedged) Other Bond No 1.07
HSBC Portfolios - World Selection 2 AMHGBP GBP Allocation 40-60% Equity No No 1.35
HSBC Portfolios - World Selection 2 AMHAUD Other Allocation No No 1.35
Allianz Global Investors Fund - Allianz Best Styles Global Equity A EUR Global Large-Cap Blend Equity No No 1.35
HSBC Portfolios - World Selection 2 AMHKD USD Moderate Allocation No No 1.25
HSBC Portfolios - World Selection 3 AMHKD USD Moderate Allocation No No 1.47
HSBC Portfolios - World Selection 2 AM USD Moderate Allocation No No 1.24
Fidelity Funds - World Fund A-Acc-USD Global Large-Cap Blend Equity No No 1.89
Allianz Emerging Markets Short Duration Bond CT (H2 EUR) Global Emerging Markets Bond - EUR Hedged No No 1.44
Schroder Growth Fund A Accumulation USD USD Aggressive Allocation No Yes 1.69
HSBC Portfolios - World Selection 3 AMHSGD Other Allocation No No 1.56
HSBC Portfolios - World Selection 3 AMHAUD Other Allocation No No 1.56
HSBC Portfolios - World Selection 2 AMHEUR EUR Moderate Allocation - Global No No 1.35
Fidelity Funds - World Fund Y-Acc-USD Global Large-Cap Blend Equity No No 1.04
HSBC Portfolios - World Selection 3 AMHGBP GBP Allocation 40-60% Equity No No 1.56
BlackRock Global Funds - Fixed Income Global Opportunities Fund D4 EUR Global Flexible Bond - USD Hedged No 0.72
Allianz Global Investors Fund - Allianz Europe Equity Growth I USD Europe Large-Cap Growth Equity No Yes 0.97
Manulife Global Fund-USD Income Fund AA HKD Inc USD Diversified Bond No 1.25
AB - American Growth Portfolio AD HKD Inc US Large-Cap Growth Equity No Yes 1.73
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