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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 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
BNY Mellon Asian Income Fund USD B Acc Asia-Pacific ex-Japan Equity Income No Yes 1.76
Jupiter European Growth Class L EUR A Inc Dist Europe Large-Cap Growth Equity No Yes 1.72
Jupiter European Growth Class D EUR A Inc Dist Europe Large-Cap Growth Equity No Yes 0.95
AXA World Funds - Europe Real Estate A Distribution Quarterly fl USD (Hedged) Property - Indirect Other No Yes 1.79
AXA World Funds - Europe Real Estate A Distribution Quarterly fl HKD (Hedged) Property - Indirect Other No Yes 1.79
BOCIP Hong Kong Value Fund Class A Hong Kong Equity No No 0.24
Jupiter Japan Select Class D USD Acc Japan Large-Cap Equity No Yes 0.95
Invesco Funds - Invesco Asia Opportunities Equity Fund A Accumulation USD Asia ex-Japan Equity No Yes 2.01
UBS (Lux) Equity Fund - Greater China (USD) P-acc Greater China Equity No Yes 2.42
Invesco Funds - Invesco Asia Opportunities Equity Fund C Accumulation USD Asia ex-Japan Equity No Yes 1.41
Pictet-Japanese Equity Opportunities PJPY Japan Large-Cap Equity No Yes 1.56
Schroder International Selection Fund UK Equity A1 Accumulation GBP UK Flex-Cap Equity No Yes 1.94
Schroder International Selection Fund Greater China A1 Accumulation USD Greater China Equity No Yes 2.34
Schroder International Selection Fund Emerging Europe A1 Accumulation EUR Other Equity No Yes 2.44
MFS Meridian Funds - U.S. Concentrated Growth Fund C1 USD US Large-Cap Growth Equity No Yes 2.81
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