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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
Pictet - Global Thematic Opportunities-R EUR Acc Global Large-Cap Blend Equity Yes Yes 2.91
UBAM - EM Responsible Income Opportunities ID USD Global Emerging Markets Corporate Bond Yes No 0.86
Allianz Global Investors Fund - Allianz Green Bond AT EUR Global Diversified Bond - EUR Hedged Yes No 1.14
abrdn SICAV I - Japanese Sustainable Equity Fund X Acc Hedged USD Other Equity Yes Yes 0.92
HSBC Global Investment Funds - Global Lower Carbon Equity AC Global Large-Cap Blend Equity Yes Yes 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AD Global Large-Cap Blend Equity Yes Yes 1.15
HSBC Global Investment Funds - Global Lower Carbon Equity ID Global Large-Cap Blend Equity Yes Yes 0.65
AXA World Funds - Digital Economy A Capitalisation USD Sector Equity Technology Yes Yes 1.75
AXA World Funds - Digital Economy I Capitalisation USD Sector Equity Technology Yes Yes 0.76
HSBC Global Investment Funds - Global Lower Carbon Equity ACEUR Global Large-Cap Blend Equity Yes Yes 1.14
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus IT USD USD Corporate Bond - Short Term Yes 0.33
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus AT USD USD Corporate Bond - Short Term Yes 0.60
Allianz Global Investors Fund - Allianz Global Sustainability IT EUR Global Large-Cap Blend Equity Yes No 0.96
Allianz Global Investors Fund - Allianz Green Bond IT EUR Global Diversified Bond - EUR Hedged Yes No 0.61
HSBC Global Investment Funds - Global Lower Carbon Equity ACEUR USD Global Large-Cap Blend Equity Yes Yes 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC HKD Global Large-Cap Blend Equity Yes Yes 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC JPY Global Large-Cap Blend Equity Yes Yes 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC GBP Global Large-Cap Blend Equity Yes Yes 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC EUR Global Large-Cap Blend Equity Yes Yes 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC SGD Global Large-Cap Blend Equity Yes Yes 1.14
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