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 Sustainable Global SmallCap Fund A2 EUR Global Small/Mid-Cap Equity Yes No 1.87
BlackRock Global Funds - Systematic Sustainable Global SmallCap Fund C2 EUR Global Small/Mid-Cap Equity Yes No 3.12
Schroder International Selection Fund European Sustainable Equity A Semi-Annual Distribution EUR Europe Large-Cap Blend Equity Yes Yes 1.58
Schroder International Selection Fund European Sustainable Equity A Income USD Europe Large-Cap Blend Equity Yes Yes 1.58
Schroder International Selection Fund European Sustainable Equity A Accumulation USD Hedged Other Equity Yes Yes 1.61
Schroder International Selection Fund European Sustainable Equity A1 Accumulation EUR Europe Large-Cap Blend Equity Yes Yes 2.08
BOCHK All Weather ESG Multi-Asset Fund Class A1 USD USD Flexible Allocation Yes Yes 2.33
BOCHK All Weather ESG Multi-Asset Fund Class A2 HKD USD Flexible Allocation Yes Yes 2.34
BOCHK All Weather ESG Multi-Asset Fund Class A4 AUD H Other Allocation Yes Yes 2.34
BOCHK All Weather ESG Multi-Asset Fund Class A7 GBP H GBP Flexible Allocation Yes Yes 2.34
BOCHK All Weather ESG Multi-Asset Fund Class A9 RMB H Other Allocation Yes Yes 2.34
BOCHK All Weather ESG Multi-Asset Fund Class A10 EUR H EUR Flexible Allocation - Global Yes Yes 2.34
HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY SUSTAINABLE HEALTHCARE AC Sector Equity Healthcare Yes Yes 1.84
HSBC Global Investment Funds - Global Equity Sustainable Healthcare ACOAUD Other Equity Yes Yes 1.86
HSBC Global Investment Funds - Global Equity Sustainable Healthcare ACORMB Other Equity Yes Yes 1.86
HSBC Global Investment Funds - Global Equity Sustainable Healthcare ACOSGD Other Equity Yes Yes 1.86
HSBC Global Investment Funds - Global Equity Sustainable Healthcare ACOEUR Other Equity Yes Yes 1.86
HSBC Global Investment Funds - Global Equity Sustainable Healthcare ACOGBP Other Equity Yes Yes 1.86
HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY SUSTAINABLE HEALTHCARE ACHKD Sector Equity Healthcare Yes Yes 1.84
Allianz Global Investors Fund - Allianz Global Credit SRI AT (USD) Global Corporate Bond Yes No 1.04
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