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 - Russia Equity ADHKD Other Equity No No 0.40
Ninety One Global Strategy Fund - Emerging Markets Multi-Asset Fund A Acc USD Global Emerging Markets Allocation No Yes 2.10
Ninety One Global Strategy Fund - Emerging Markets Multi-Asset Fund C Acc USD Global Emerging Markets Allocation No Yes 2.90
Natixis International Funds (Lux) I - Harris Associates U.S. Value Equity Fund C/A (USD) US Large-Cap Value Equity No No 2.60
HSBC Global Investment Funds - Asia ex Japan Equity Smaller Companies ADHKD Asia ex-Japan Small/Mid-Cap Equity No No 1.84
Natixis International Funds (Lux) I - Harris Associates U.S. Value Equity Fund N/A (USD) US Large-Cap Value Equity No No 1.25
HSBC Global Investment Funds - Russia Equity ACEUR Other Equity No No 0.40
AB - American Income Portfolio AT GBP H Inc Other Bond No 1.31
New Capital Wealthy Nations Bond Fund USD Ord Inc Global Emerging Markets Corporate Bond No 1.50
New Capital Wealthy Nations Bond Fund EUR Ord Inc Global Emerging Markets Corporate Bond - EUR Hedged No 1.50
Fidelity Funds - ASEAN Fund A-Acc-HKD ASEAN Equity No Yes 1.95
FSSA Asia Pacific Equity Class III (Accumulation) USD Asia-Pacific ex-Japan Equity No Yes 0.95
JPMorgan Funds - Emerging Markets Debt Fund A (mth) - HKD Global Emerging Markets Bond No 1.45
Franklin Global Convertible Securities Fund I(acc)USD Convertible Bond - Global No Yes 0.84
Franklin Global Convertible Securities Fund A(acc)EUR Convertible Bond - Global No Yes 1.54
Franklin Global Convertible Securities Fund A(acc)USD Convertible Bond - Global No Yes 1.54
PIMCO GIS Commodity Real Return Fund E Class EUR (Hedged) Accumulation Commodities - Broad Basket No Yes 1.64
Franklin Global Convertible Securities Fund A(acc)EUR-H1 Convertible Bond - Global, EUR Hedged No Yes 1.54
Value Partners Greater China High Yield Income Fund Class P Mdis HKD Greater China High Yield Bond No No 1.92
Value Partners Greater China High Yield Income Fund Class P Mdis USD Greater China High Yield Bond No No 1.93
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