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 Global Investment Funds - Indian Equity ID India Equity No No 1.05
GAM Star Fund plc - GAM Star Global Equity Ordinary GBP Acc Global Large-Cap Blend Equity No Yes 1.91
Schroder International Selection Fund Global Energy A Accumulation USD Sector Equity Energy No No 1.85
Schroder International Selection Fund Global Energy A1 Accumulation USD Sector Equity Energy No No 2.35
Fidelity Funds - Emerging Markets Fund A-Acc-USD Global Emerging Markets Equity No Yes 1.93
Nomura Funds Ireland – India Equity Fund I Share USD India Equity No No 0.93
Shin Kong Global Biotech & Health Care Fund USD Sector Equity Healthcare No Yes 2.13
Invesco Funds - Invesco Global Investment Grade Corporate Bond Fund C Quarterly Distribution USD Global Corporate Bond - USD Hedged No No 0.78
Fubon China Strategy A Share Fund USD China Equity - A Shares No No 2.35
Fubon China Strategy A Share Fund TWD China Equity - A Shares No No 2.35
Fubon China Strategy A Share Fund CNH China Equity - A Shares No No 2.35
Morgan Stanley Investment Funds - Global Convertible Bond Fund I EUR Convertible Bond - Global, USD Hedged No No 0.80
Capital Group Euro Bond Fund (LUX) B CHF EUR Diversified Bond No No 1.10
HSBC Global Investment Funds - Global Bond AD SGD Global Diversified Bond No No 1.00
Capital Group Euro Bond Fund (LUX) B USD EUR Diversified Bond No No 1.10
Morgan Stanley Investment Funds - QuantActive Global Property Fund I EUR Property - Indirect Global No Yes 0.69
T. Rowe Price Funds SICAV - US Large Cap Value Equity Fund A NOK US Large-Cap Value Equity No No 1.61
Capital Group Emerging Markets Growth Fund (LUX) B EUR Global Emerging Markets Equity No Yes 1.90
Capital Group Emerging Markets Growth Fund (LUX) B CHF Global Emerging Markets Equity No Yes 1.90
Capital Group Emerging Markets Growth Fund (LUX) B GBP Global Emerging Markets Equity No Yes 1.90
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