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
Morgan Stanley Investment Funds - Asia Opportunity Fund C Asia ex-Japan Equity No 2.69
Morgan Stanley Investment Funds - Asia Opportunity Fund CH Other Equity No 2.72
Morgan Stanley Investment Funds - Asia Opportunity Fund C EUR Asia ex-Japan Equity No 2.69
AB SICAV I - Flexible Income Portfolio A2X HKD Global Flexible Bond - USD Hedged No 1.40
AB SICAV I - Flexible Income Portfolio ATX HKD Global Flexible Bond - USD Hedged No 1.40
HSBC Global Investment Funds - Global Emerging Markets Multi-Asset Income AM3ORMB USD Other Allocation No No 1.71
HSBC Global Investment Funds - Global High Income Bond AM3HRMB USD Other Bond No 1.51
HSBC Global Investment Funds - Global High Income Bond AM3HRMB Other Bond No 1.51
HSBC Global Investment Funds - India Fixed Income IM2 EUR Other Bond No No 0.80
HSBC Global Investment Funds - India Fixed Income IM2 SGD Other Bond No No 0.80
HSBC Global Investment Funds - India Fixed Income IM2 PLN Other Bond No No 0.80
HSBC Global Investment Funds - India Fixed Income IM2 GBP Other Bond No No 0.80
Morgan Stanley Investment Funds - Global Opportunity Fund CH (EUR) Other Equity No 2.67
Templeton Emerging Markets Dynamic Income Fund A(Mdis)HKD Global Emerging Markets Allocation No 1.85
Morgan Stanley Investment Funds - US Advantage Fund CH EUR Other Equity No Yes 2.47
Templeton Emerging Markets Dynamic Income Fund A(Mdis)USD Global Emerging Markets Allocation No 1.85
BlackRock Global Funds - Global Corporate Bond Fund D5 GBP Hedged Global Corporate Bond - GBP Hedged No 0.56
Capital Group Emerging Markets Total Opportunities (LUX) Ch-CHF Other Allocation No 0.20
Morgan Stanley Investment Funds NextGen Emerging Markets Fund C USD Other Equity No 2.69
Morgan Stanley Investment Funds NextGen Emerging Markets Fund C Other Equity No 2.69
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