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 Investment Funds - Europe Select Equity Fund A (dist) - EUR Europe Large-Cap Blend Equity No No 1.81
Schroder Capital Stable Fund C Accumulation USD USD Cautious Allocation No No 0.81
Hang Seng Investment Series Hang Seng Global Bond A Inc Global Diversified Bond - USD Hedged No 2.75
Fidelity Funds - Global Thematic Opportunities Fund A-Acc-USD Global Large-Cap Growth Equity No No 1.91
BOCHK Asia Pacific Equity Asia-Pacific ex-Japan Equity No No 1.76
Schroder Growth Fund C Accumulation HKD USD Aggressive Allocation No Yes 0.81
Schroder Growth Fund C Accumulation USD USD Aggressive Allocation No Yes 0.81
Invesco Funds - Invesco Global Income Real Estate Securities Fund A Accumulation USD Property - Indirect Global No Yes 1.66
BOCHK Japan Equity Japan Large-Cap Equity No No 1.71
Hang Seng Investment Series Hang Seng Japan Index A Japan Large-Cap Equity No No 1.28
BOCHK Aggressive Growth USD Aggressive Allocation No No 1.22
Invesco Funds - Invesco Global Income Real Estate Securities Fund A Quarterly Distribution USD Property - Indirect Global No Yes 1.66
Schroder Capital Stable Fund C Accumulation HKD USD Cautious Allocation No No 0.81
Principal Sustainable Asia Equity Income Fund - Income (monthly) Class Units-Retail-USD Asia-Pacific ex-Japan Equity Income No No 1.79
Schroder International Selection Fund US Small & Mid-Cap Equity A1 Accumulation EUR US Mid-Cap Equity No Yes 2.34
Schroder International Selection Fund European Smaller Companies A1 Accumulation USD Europe Small-Cap Equity No Yes 2.35
BOCHK Asia Pacific Equity Income Asia-Pacific ex-Japan Equity Income No No 1.91
JPMorgan SAR American - Class A (acc) - USD US Large-Cap Blend Equity No No 0.00
Hang Seng China Enterprises Index Fund A Inc China Equity No No 0.82
Invesco Funds - Invesco Global Income Real Estate Securities Fund C Accumulation USD Property - Indirect Global No Yes 1.11
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