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
HSBC Collective Inv Trust - HSBC Euro Multi-Asset Income Fund AM3H-AUD Other Allocation No No 1.86
HSBC Collective InvTrust - HSBC Euro Multi-Asset Income Fund AM3H-RMB Other Allocation No No 1.86
HSBC Collective Inv Trust - HSBC Euro Multi-Asset Income Fund AM2-EUR EUR Moderate Allocation No No 1.84
HSBC Collective Inv Trust - HSBC Euro Multi-Asset Income Fund AM3H-HKD Other Allocation No No 1.86
HSBC Collective Inv Trust - HSBC Euro Multi-Asset Income Fund AM3H-USD USD Moderate Allocation No No 1.86
Schroder International Selection Fund UK Equity A Distribution GBP AV UK Flex-Cap Equity No Yes 1.45
BlackRock Global Funds - Euro-Markets Fund A2 Eurozone Large-Cap Equity No Yes 1.82
Schroder International Selection Fund UK Equity A Accumulation GBP UK Flex-Cap Equity No Yes 1.45
Fidelity Funds - Iberia Fund A-DIST-EUR Spain Equity No No 1.94
FSSA Indian Subcontinent Fund Class I (Accumulation) USD India Equity No No 1.89
CT (Lux) - Global Focus Class AU (EUR Accumulation Shares) Global Large-Cap Growth Equity No Yes 1.70
Schroder International Selection Fund EURO Equity A Accumulation EUR Eurozone Large-Cap Equity No Yes 1.83
Fidelity Funds - Greater China Fund A-DIST-USD Greater China Equity No Yes 1.94
HSBC Pacific Index Fund Retail Accumulation Asia-Pacific ex-Japan Equity No No 0.31
Schroder International Selection Fund EURO Equity A Distribution EUR AV Eurozone Large-Cap Equity No Yes 1.83
Invesco Funds - Invesco Greater China Equity Fund A Accumulation USD Greater China Equity No Yes 2.03
HSBC Pacific Index Fund Retail Income Asia-Pacific ex-Japan Equity No No 0.31
Fidelity Funds - European Dynamic Growth Fund A-DIST-EUR Europe Large-Cap Growth Equity No Yes 1.89
MFS Meridian Funds - U.S. Concentrated Growth Fund A1 USD US Large-Cap Growth Equity No Yes 2.06
Janus Henderson Horizon Pan European Property Equities Fund A2 EUR Property - Indirect Europe No Yes 2.08
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