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 - Future of Transport Fund A2 Sector Equity Technology Yes No 1.81
BlackRock Global Funds - Future of Transport Fund A2 SEK Sector Equity Technology Yes No 1.81
BlackRock Global Funds - Future of Transport Fund A2 EUR Sector Equity Technology Yes No 1.81
HSBC Global Investment Funds – ESG Short Duration Credit Bond AM2 USD Corporate Bond - Short Term Yes 1.00
HSBC Global Investment Funds – ESG Short Duration Credit Bond BC USD Corporate Bond - Short Term Yes 0.62
Stewart Investors Asia Pacific All Cap Fund Class I (Accumulation) USD Asia-Pacific ex-Japan Equity Yes No 1.75
Pictet - China Environmental Opportunities - P RMB China Equity Yes No 1.95
Pictet - China Environmental Opportunities - I RMB China Equity Yes No 1.15
Pictet - China Environmental Opportunities - HP USD China Equity Yes No 2.00
Pictet - China Environmental Opportunities - HP HKD Other Equity Yes No 2.00
Pictet - China Environmental Opportunities - HI HKD Other Equity Yes No 1.20
Pictet - China Environmental Opportunities - P USD China Equity Yes No 1.95
Principal Global Investors Funds - CCB Principal China New Energy Innovation Fund I Acc USD China Equity - A Shares Yes No 1.10
Principal Global Investors Funds - CCB Principal China New Energy Innovation Fund A Acc USD China Equity - A Shares Yes No 2.10
Da Cheng China Sustainable Equity Fund A USD Inc China Equity Yes No 2.76
Da Cheng China Sustainable Equity Fund A HKD Inc China Equity Yes No 2.76
Da Cheng China Sustainable Equity Fund A RMB Inc China Equity Yes No 2.75
Da Cheng China Sustainable Equity Fund A RMB (Hedged) Inc Other Equity Yes No 2.75
Da Cheng China Sustainable Equity Fund A EUR Inc China Equity Yes No 2.46
Da Cheng China Sustainable Equity Fund A EUR (Hedged) Inc Other Equity Yes No 2.78
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