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
Fidelity Funds - Sustainable Asia Equity Fund A-DIST-EUR Asia ex-Japan Equity Yes Yes 1.92
Invesco Funds - Invesco Energy Transition Fund Class A accumulation - USD Sector Equity Alternative Energy Yes No 1.35
Allianz Global Investors Fund - Allianz Global Sustainability A EUR Global Large-Cap Blend Equity Yes No 1.85
BlackRock Global Funds - ESG Multi-Asset Fund A2 EUR EUR Moderate Allocation - Global Yes Yes 1.53
Fidelity Funds - Sustainable US Equity Fund A-USD US Large-Cap Blend Equity Yes Yes 1.93
HSBC Global Investment Funds - Global Equity Climate Change IC CHF Sector Equity Ecology Yes Yes 1.00
HSBC Global Investment Funds - Global Equity Climate Change IC PLN Sector Equity Ecology Yes Yes 1.00
HSBC Global Investment Funds - Global Equity Climate Change AD JPY Sector Equity Ecology Yes Yes 1.85
HSBC Global Investment Funds - Global Equity Climate Change IC GBP Sector Equity Ecology Yes Yes 1.00
HSBC Global Investment Funds - Global Equity Climate Change IC EUR Sector Equity Ecology Yes Yes 1.00
HSBC Global Investment Funds - Global Equity Climate Change IC JPY Sector Equity Ecology Yes Yes 1.00
HSBC Global Investment Funds - Global Equity Climate Change IC SGD Sector Equity Ecology Yes Yes 1.00
HSBC Global Investment Funds - Global Equity Climate Change AD EUR Sector Equity Ecology Yes Yes 1.85
HSBC Global Investment Funds - Global Equity Climate Change AD CHF Sector Equity Ecology Yes Yes 1.85
HSBC Global Investment Funds - Global Equity Climate Change AD SGD Sector Equity Ecology Yes Yes 1.85
HSBC Global Investment Funds - Global Equity Climate Change AD PLN Sector Equity Ecology Yes Yes 1.85
HSBC Global Investment Funds - Global Equity Climate Change AD GBP Sector Equity Ecology Yes Yes 1.85
Pictet-Health R EUR Sector Equity Healthcare Yes Yes 2.72
Pictet-Clean Energy Transition I USD Sector Equity Alternative Energy Yes No 1.10
Pictet-Clean Energy Transition R USD Sector Equity Alternative Energy Yes No 2.70
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