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
JPM Europe Dynamic Technologies A (acc) - USD (hedged) Other Equity No Yes 1.79
Fidelity Funds - China Consumer Fund A-Acc-AUD (hedged) Other Equity No Yes 1.91
Value Partners Classic Fund C Units CAD Hedged Other Equity No Yes 1.51
Fidelity Funds - Global Dividend Fund A-HMDIST(G)-RMB (hedged) Other Equity No Yes 1.89
Value Partners Classic Fund C Units AUD Hedged Other Equity No Yes 1.51
Value Partners Classic Fund C Units NZD Hedged Other Equity No Yes 1.51
Janus Henderson Horizon Pan European Property Equities Fund A2 HUSD Property - Indirect Other No Yes 2.18
Value Partners China Greenchip Fund Limited Class AHNZD Other Equity No Yes 0.00
Value Partners China Greenchip Fund Limited Class AHCAD Other Equity No Yes 0.00
AXA World Funds - Europe Real Estate A Capitalisation USD (Hedged) Property - Indirect Other No Yes 1.79
Value Partners China Greenchip Fund Limited Class AHAUD Other Equity No Yes 0.00
Value Partners China Greenchip Fund Limited Class A USD Greater China Equity No Yes 0.00
Schroder International Selection Fund EURO Equity A Accumulation CNH Hedged Other Equity No Yes 1.86
HSBC Collective Investment Trust - HSBC All China Bond Fund AM2 USD China Bond No No 1.26
HSBC Collective Investment Trust - HSBC All China Bond Fund AM2 RMB China Bond No No 1.24
HSBC Collective Investment Trust - HSBC All China Bond Fund AC RMB China Bond No No 1.24
HSBC Collective Investment Trust - HSBC All China Bond Fund AM2 HKD China Bond No No 1.24
HSBC Collective Investment Trust - HSBC All China Bond Fund AC USD China Bond No No 1.28
HSBC Collective Investment Trust - HSBC All China Bond Fund AC HKD China Bond No No 2.02
BNY Mellon Asian Income Fund USD B Acc Asia-Pacific ex-Japan Equity Income No Yes 1.59
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