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 - Emerging Markets Debt Portfolio AA GBP H Inc Global Emerging Markets Bond - GBP Hedged No No 1.36
HSBC Global Investment Funds - Global Equity Volatility Focused ACOAUD Other Equity No No 1.16
HSBC Global Investment Funds - Global Equity Volatility Focused Fund AM2 Global Large-Cap Blend Equity No No 1.15
HSBC Global Investment Funds - Global Equity Volatility Focused Fund AM3OAUD Other Equity No No 1.16
HSBC Global Investment Funds - Global Equity Volatility Focused Fund ACOEUR Other Equity No No 1.16
AB - Emerging Markets Debt Portfolio AA EUR H Inc Global Emerging Markets Bond - EUR Hedged No No 1.36
HSBC Global Investment Funds - Global Equity Volatility Focused Fund AM3OCAD Other Equity No No 1.16
HSBC Global Investment Funds - Global Equity Volatility Focused Fund AM3ORMB Other Equity No No 1.16
AB - Emerging Markets Debt Portfolio AA NZD H Inc Other Bond No No 1.36
BEA Union Investment Asian Bond and Currency Fund A RMB H Dis Other Bond No 1.42
HSBC Global Investment Funds - Global Equity Volatility Focused Fund AM2HKD Global Large-Cap Blend Equity No No 1.15
HSBC Global Investment Funds - Global Equity Volatility Focused Fund ACOSGD Other Equity No No 1.16
HSBC Global Investment Funds - Global Equity Volatility Focused Fund AM3OEUR Other Equity No No 1.16
Schroder Balanced Investment Fund C Distribution HKD USD Moderate Allocation No Yes 0.76
HSBC Global Investment Funds - Global Equity Volatility Focused Fund AM3OSGD Other Equity No No 1.16
BNP Paribas Funds Euro High Yield Bd Classic MD Distribution EUR High Yield Bond No 1.57
HSBC Global Investment Funds - Global Equity Volatility Focused Fund AC Global Large-Cap Blend Equity No No 1.15
Schroder Stable Growth Fund A Accumulation USD USD Moderate Allocation No 1.28
Ninety One Global Strategy Fund - Global Strategic Equity Fund A Acc AUD Hedged(Reference) Other Equity No 2.00
AB SICAV I - Global Value Portfolio AD HKD Inc Global Large-Cap Value Equity No 1.81
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