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 Global Investment Funds - Global Lower Carbon Equity AC JPY Global Large-Cap Blend Equity Yes No 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC GBP Global Large-Cap Blend Equity Yes No 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC EUR Global Large-Cap Blend Equity Yes No 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC SGD Global Large-Cap Blend Equity Yes No 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC CHF Global Large-Cap Blend Equity Yes No 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC AUD Global Large-Cap Blend Equity Yes No 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity ADHKD USD Global Large-Cap Blend Equity Yes No 1.15
Allianz Global Investors Fund - Allianz Dynamic Multi Asset Strategy SRI 50 AT H2-CZK Other Allocation Yes Yes 1.56
Fidelity Funds - Sustainable Water & Waste Fund A Acc USD Sector Equity Water Yes Yes 1.90
Allianz Global Investors Fund - Allianz Global Water AT EUR Sector Equity Water Yes Yes 2.10
Allianz Global Investors Fund - Allianz Green Bond AT H2 USD Global Diversified Bond - USD Hedged Yes No 1.14
Allianz Global Investors Fund - Allianz Green Bond IT H2 USD Global Diversified Bond - USD Hedged Yes No 0.61
Allianz Global Investors Fund - Allianz Global Water AT H2EUR Other Equity Yes Yes 2.09
Natixis International Funds (Lux) I - Thematics Water Fund R/A (USD) Sector Equity Water Yes Yes 2.05
Natixis International Funds (Lux) I - Thematics Safety Fund R/A (USD) Global Flex-Cap Equity Yes Yes 2.05
Natixis International Funds (Lux) I - Thematics Meta Fund R/A (USD) Global Flex-Cap Equity Yes Yes 2.05
Natixis International Funds (Lux) I - Thematics AI and Robotics Fund R/A (USD) Sector Equity Technology Yes Yes 2.05
Ninety One Global Strategy Fund - Global Environment Fund A Acc EUR Sector Equity Ecology Yes No 1.90
Ninety One Global Strategy Fund - Global Environment Fund A Acc USD Sector Equity Ecology Yes No 1.90
Ninety One Global Strategy Fund - Global Environment Fund IX Acc USD Sector Equity Ecology Yes No 1.00
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