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
BlackRock Global Funds - Systematic Global Equity High Income Fund A6 CHF Hedged Inc Other Equity No No 1.80
Franklin Strategic Income Fund A (Mdis- plus)HKD USD Flexible Bond No 1.35
Invesco Funds - Invesco Nippon Small/Mid Cap Equity Fund A Annual Distribution USD Japan Small/Mid-Cap Equity No 2.11
Manulife Global Fund - Preferred Securities Income Fund AA (JPY Hedged) MDIST (G) Other Bond No No 1.30
Manulife Global Fund - Global Multi-Asset Diversified Income Fund AA (JPY Hedged) MDIST (G) Other Allocation No No 1.67
Nomura Funds Ireland plc - Asia Investment Grade Bond Fund Class A SGD Hedged Other Bond No 1.33
BOC-Prudential European Index Fund Provident Adminstration Class (HKD) Units Europe Large-Cap Blend Equity No No 0.00
AB FCP I - American Income Portfolio IT SGD Acc USD Flexible Bond No 0.76
Hang Seng Global Conservative Fund A RMB Hedged Monthly Income Other Allocation No No 2.28
Hang Seng Global Conservative Fund A HKD Monthly Income USD Moderate Allocation No No 2.28
Hang Seng Global Conservative Fund A USD Monthly Income USD Moderate Allocation No No 2.28
Schroder International Selection Fund Dynamic Income A Accumulation USD USD Moderate Allocation No No 1.55
Schroder International Selection Fund Dynamic Income A Distribution AUD Hedged MFC Other Allocation No No 1.58
Schroder International Selection Fund Dynamic Income A Distribution CNH Hedged MF Other Allocation No No 1.58
Schroder International Selection Fund Dynamic Income A Accumulation EUR Hedged EUR Moderate Allocation - Global No No 1.58
Schroder International Selection Fund Dynamic Income A Accumulation HKD USD Moderate Allocation No No 1.55
Schroder International Selection Fund Dynamic Income A Distribution HKD MF USD Moderate Allocation No No 1.55
Schroder International Selection Fund Dynamic Income A Distribution GBP Hedged MF GBP Allocation 40-60% Equity No No 1.58
Schroder International Selection Fund Dynamic Income A Accumulation GBP Hedged GBP Allocation 40-60% Equity No No 1.57
Schroder International Selection Fund Dynamic Income A Distribution EUR Hedged QV EUR Moderate Allocation - Global No No 1.59
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