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
BlackRock Global Funds - BGF World Technology Fund B10 USD Sector Equity Technology No Yes 2.80
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income IT USD USD Moderate Allocation No Yes 1.15
Franklin Technology Fund A (Acc) JPY-H1 Other Equity No Yes 1.80
Franklin Technology Fund F (Acc) JPY-H1 Other Equity No Yes 2.80
Allianz Global Investors Fund - Allianz AI Income AT (USD) USD Aggressive Allocation No Yes 1.70
Allianz Global Investors Fund - Allianz AI Income IT (USD) USD Aggressive Allocation No Yes 0.90
HSBC Global Investment Funds - Brazil Equity AC EUR Brazil Equity No No 2.15
HSBC Global Investment Funds - Brazil Equity AC SGD Brazil Equity No No 2.15
Morgan Stanley Investment Funds - Global Convertible Bond Fund A (USD) EUR Convertible Bond - Global, USD Hedged No No 1.25
HSBC Global Investment Funds - Brazil Equity AD EUR Brazil Equity No No 2.15
HSBC Global Investment Funds - ASEAN Equity AD EUR ASEAN Equity No Yes 1.85
HSBC Global Investment Funds - Brazil Equity AD SGD Brazil Equity No No 2.15
Capital Group Euro Bond Fund (LUX) B GBP EUR Diversified Bond No No 1.10
Morgan Stanley Investment Funds - QuantActive Global Property Fund A USD EUR Property - Indirect Global No Yes 1.49
HSBC Global Investment Funds - Indian Equity AD EUR India Equity No No 1.90
HSBC Global Investment Funds - Indian Equity AD SGD India Equity No No 1.90
HSBC Global Investment Funds - ASEAN Equity AD SGD ASEAN Equity No Yes 1.85
HSBC Global Investment Funds - Brazil Equity AC PLN Brazil Equity No No 2.15
HSBC Global Investment Funds - Indian Equity AD GBP India Equity No No 1.90
HSBC Global Investment Funds - Indian Equity AD PLN India Equity No No 1.90
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