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
AB - Global Real Estate Securities Portfolio A EUR Acc Property - Indirect Global No Yes 1.85
Allianz Global Investors Fund - Allianz Best Styles Global Equity W20 (H-EUR) Other Equity No No 0.51
T. Rowe Price Funds SICAV - US All-Cap Opportunities Equity Fund A USD US Flex-Cap Equity No Yes 1.77
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund ZC-USD USD Moderate Allocation No No 0.00
HSBC GLOBAL INVESTMENT FUNDS - GLOBAL INFRASTRUCTURE EQUITY AM2 Sector Equity Infrastructure No No 1.85
Signature CIO Conservative Fund AU C USD Acc USD Flexible Bond No 1.24
Signature CIO Growth Fund AU C USD Acc USD Aggressive Allocation No No 1.30
Signature CIO Conservative Fund AHK C HKD Acc USD Flexible Bond No 1.24
Signature CIO Growth Fund AS HGD C SGD Acc Other Allocation No No 1.32
Signature CIO Growth Fund AHK C HKD Acc USD Aggressive Allocation No No 1.30
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund AMFLX-USD USD Moderate Allocation No No 2.67
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund AMFLX-HKD USD Moderate Allocation No No 2.65
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund AMFLXO-AUD Other Allocation No No 2.69
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund AMFLXO-CAD Other Allocation No No 2.69
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund AMFLXO-GBP GBP Allocation 40-60% Equity No No 2.67
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund AMFLXO-RMB Other Allocation No No 2.69
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund AMFLXO-EUR EUR Moderate Allocation - Global No No 2.69
BlackRock Global Funds - World Financials Fund A10 USD Sector Equity Financial Services No Yes 1.81
BlackRock Global Funds - World Gold Fund A10 USD Sector Equity Precious Metals No No 2.09
Wellington US Brand Power Fund HKD A Ac US Large-Cap Growth Equity No Yes 1.81
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