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
JPMorgan SAR Greater China Fund - Class C Greater China Equity No Yes 0.00
HSBC Collective Investment Trust - HSBC All China Bond Fund IM2 USD China Bond No No 0.00
Foundation China Equity Fund Class A HKD (Acc) Units China Equity No Yes 1.80
Foundation China Equity Fund Class A HKD (Dist) Units China Equity No Yes 1.80
Foundation China Equity Fund Class A USD (Acc) Units China Equity No Yes 1.80
CT (Lux) - Global Focus Class AEH (EUR Accumulation Hedged Shares) Other Equity No Yes 1.70
HSBC Collective Investment Trust - HSBC Evolving Asia Equity Fund AC USD Asia-Pacific ex-Japan Equity No Yes 1.90
HSBC Collective Investment Trust - HSBC Evolving Asia Equity Fund AC HKD Asia-Pacific ex-Japan Equity No Yes 1.92
HSBC Collective Investment Trust - HSBC Evolving Asia Equity Fund ZC USD Asia-Pacific ex-Japan Equity No Yes 0.00
Schroder International Selection Fund UK Equity A Distribution EUR UK Flex-Cap Equity No Yes 1.45
Morgan Stanley Investment Funds - Global Brands Fund A (EUR) Global Large-Cap Blend Equity No Yes 1.84
BlackRock Global Funds - Euro-Markets Fund D2 USD Eurozone Large-Cap Equity No Yes 1.07
BlackRock Global Funds - Euro-Markets Fund C2 USD Eurozone Large-Cap Equity No Yes 3.07
BlackRock Global Funds - Euro-Markets Fund A2 USD Eurozone Large-Cap Equity No Yes 1.82
Fidelity Funds - China Innovation Fund I-Acc-USD Greater China Equity No Yes 0.90
Morgan Stanley Investment Funds - Global Brands Fund AX (EUR) Global Large-Cap Blend Equity No Yes 1.85
Schroder Global Multi-Asset Thematic Fund Class A HKD Dis MV USD Moderate Allocation No Yes 2.03
Schroder Global Multi-Asset Thematic Fund Class A HKD Dis MV2 USD Moderate Allocation No Yes 2.03
Schroder Global Multi-Asset Thematic Fund Class A USD Acc USD Moderate Allocation No Yes 2.03
Schroder Global Multi-Asset Thematic Fund Class A USD Dis MV USD Moderate Allocation No Yes 2.04
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