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 - Global Infrastructure Equity AMFLXOAUD Other Equity No No 1.86
HSBC Global Investment Funds - Global Infrastructure Equity AMFLXHKD Sector Equity Infrastructure No No 1.84
HSBC Global Investment Funds - Global Infrastructure Equity AMFLX Sector Equity Infrastructure No No 1.85
Jupiter Merian North American Equity Fund L USD Inc US Large-Cap Blend Equity No No 1.65
BNY Mellon U.S. Equity Income Fund USD A Acc US Equity Income No No 2.13
Eastspring Investments- Asian High Yield Bond Fund T3dmc1 USD Asia High Yield Bond No No 2.30
Eastspring Investments - US Corporate Bond Fund T3dmc1 USD USD Corporate Bond No 2.20
AB - American Growth Portfolio A EUR Acc US Large-Cap Growth Equity No Yes 1.74
AB - Eurozone Equity Portfolio AX USD Acc Eurozone Large-Cap Equity No No 1.80
AB - Eurozone Equity Portfolio S USD Acc Eurozone Large-Cap Equity No No 0.10
AB - Global Equity Blend Portfolio A EUR Acc Global Large-Cap Blend Equity No No 2.10
AB - Global Real Estate Securities Portfolio A EUR Acc Property - Indirect Global No Yes 2.00
AB - Japan Strategic Value Portfolio A EUR Acc Japan Large-Cap Equity No No 1.70
AB - Japan Strategic Value Portfolio A USD Acc Japan Large-Cap Equity No No 1.70
Taishin Fallen Angel High Yield Bond Fund A-TWD Other Bond No 1.98
Taishin Fallen Angel High Yield Bond Fund NA-TWD Other Bond No 1.98
Taishin Fallen Angel High Yield Bond Fund B-TWD Other Bond No 1.98
Taishin Fallen Angel High Yield Bond Fund I-TWD Other Bond No 1.98
Taishin Fallen Angel High Yield Bond Fund B-USD USD High Yield Bond No 1.98
Taishin Fallen Angel High Yield Bond Fund NB-USD USD High Yield Bond No 1.98
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