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
BEA Union Investment Hong Kong Dollar HKD Bond R HKD Bond No 0.88
HSBC Pacific Index Fund Institutional Income Asia-Pacific ex-Japan Equity No No 0.05
Jupiter Asia Pacific Income Fund I USD Acc Asia-Pacific ex-Japan Equity Income No No 1.10
Jupiter Japan Select Class L EUR Acc Japan Large-Cap Equity No Yes 1.72
Jupiter Japan Select Class L USD Acc Japan Large-Cap Equity No Yes 1.72
Value Partners Classic Fund C Units USD Greater China Equity No Yes 1.51
JPMorgan SAR Greater China Fund - Class A Greater China Equity No Yes 0.00
Fidelity Funds - China Innovation Fund A-DIST-USD Greater China Equity No Yes 1.95
Morgan Stanley Investment Funds - Global Brands Fund C Global Large-Cap Blend Equity No Yes 2.64
Invesco Funds - Invesco Greater China Equity Fund C (EUR Hedged) Accumulation EUR Other Equity No Yes 1.39
Invesco Funds - Invesco Greater China Equity Fund A (EUR Hedged) Accumulation EUR Other Equity No Yes 1.99
Fidelity Funds - China Innovation Fund A-Acc-HKD Greater China Equity No Yes 1.95
Hang Seng RMB Bond A Inc Cash China Bond No Yes 1.11
JPMorgan Funds - Greater China Fund A (dist) - HKD Greater China Equity No Yes 1.81
JPMorgan Funds - Taiwan Fund A (dist) - HKD Taiwan Large-Cap Equity No Yes 1.81
FTGF ClearBridge US Aggressive Growth Fund Class GA Euro Accumulating US Flex-Cap Equity No Yes 1.56
Morgan Stanley Investment Funds - Global Brands Fund AX Global Large-Cap Blend Equity No Yes 1.84
Morgan Stanley Investment Funds - Global Brands Fund AHX (EUR) Other Equity No Yes 1.87
Schroder International Selection Fund Hong Kong Equity A1 Accumulation USD Hong Kong Equity No Yes 2.33
Morgan Stanley Investment Funds - Global Brands Fund CH (EUR) Other Equity No Yes 2.67
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