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
Value Partners Classic Fund C Units HKD Hedged Other Equity No Yes 1.51
Value Partners Classic Fund C Units RMB HEDGED Other Equity No Yes 1.51
Value Partners Classic Fund C Units RMB Greater China Equity No Yes 1.51
HSBC Global Investment Funds - Euroland Equity Smaller Companies ACHUSD Other Equity No Yes 1.86
BOCIP Hong Kong Value Fund Class A - RMB Hedged Currency Class Other Equity No No 0.23
MFS Meridian Funds - Prudent Wealth Fund W1 GBP USD Moderate Allocation No Yes 1.27
MFS Meridian Funds - Global Concentrated Fund W1 USD Global Large-Cap Blend Equity No Yes 1.32
MFS Meridian Funds - Global Concentrated Fund WH1 EUR Other Equity No Yes 1.35
FTGF ClearBridge US Aggressive Growth Fund Class A HKD Accumulating US Flex-Cap Equity No Yes 1.79
MFS Meridian Funds - Prudent Wealth Fund WH1 EUR EUR Moderate Allocation - Global No Yes 1.31
MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 EUR Other Equity No Yes 1.15
MFS Meridian Funds - Global Concentrated Fund W1 GBP Global Large-Cap Blend Equity No Yes 1.32
Allianz Global Investors Fund - Allianz High Dividend Asia Pacific Equity AM EUR Asia-Pacific ex-Japan Equity Income No Yes 2.10
Allianz Global Investors Fund - Allianz High Dividend Asia Pacific Equity W (H-EUR) Other Equity No Yes 0.71
Allianz Global Investors Fund - Allianz High Dividend Asia Pacific Equity I (H-EUR) Other Equity No Yes 0.91
Allianz Global Investors Fund - Allianz High Dividend Asia Pacific Equity A EUR Asia-Pacific ex-Japan Equity Income No Yes 2.10
Allianz Global Investors Fund - Allianz High Dividend Asia Pacific Equity AM USD Asia-Pacific ex-Japan Equity Income No Yes 2.12
Allianz Global Investors Fund - Allianz High Dividend Asia Pacific Equity I EUR Asia-Pacific ex-Japan Equity Income No Yes 0.91
HSBC Collective Inv Trust - HSBC Euro Multi-Asset Income Fund AM3H-NZD Other Allocation No No 1.84
HSBC Collective Inv Trust - HSBC Euro Multi-Asset Income Fund AM3H-CAD Other Allocation No No 1.84
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