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
Schroder International Selection Fund Global Equity Alpha A Accumulation GBP Global Large-Cap Blend Equity No Yes 1.83
HSBC Portfolios - World Selection 2 BCHKD USD Moderate Allocation No No 0.84
HSBC Portfolios - World Selection 3 BCHKD USD Moderate Allocation No No 0.96
Capital Group Capital Income Builder (LUX) Bgdh-GBP GBP Allocation 60-80% Equity No No 1.70
Capital Group Capital Income Builder (LUX) Ph-EUR EUR Aggressive Allocation - Global No No 0.80
Capital Group Capital Income Builder (LUX) Ph-GBP GBP Allocation 60-80% Equity No No 0.80
Jupiter Global Fixed Income Fund L EUR Acc Global Diversified Bond - USD Hedged No 1.29
Allianz Global Investors Fund - Allianz Global Artificial Intelligence WT (USD) Sector Equity Technology No Yes 0.74
Morgan Stanley Investment Funds - QuantActive Global Infrastructure Fund A EUR Sector Equity Infrastructure No No 1.49
Capital Group Capital Income Builder (LUX) Pgdh-GBP GBP Allocation 60-80% Equity No No 0.80
Capital Group New Perspective Fund (LUX) Ph-GBP Other Equity No Yes 0.70
First Sentier Global Listed Infrastructure Fund Class I (Distributing) EUR Sector Equity Infrastructure No No 1.75
Capital Group New Perspective Fund (LUX) P GBP Global Large-Cap Growth Equity No Yes 0.70
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PC USD Ultra Short-Term Bond No 0.45
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PCHRMB Other Bond No 0.46
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PCHKD USD Ultra Short-Term Bond No 0.45
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PCHGBP Other Bond No 0.46
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PCHAUD Other Bond No 0.46
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PM2HKD USD Ultra Short-Term Bond No 0.45
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PM2 USD Ultra Short-Term Bond No 0.45
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