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
FTGF Royce US Smaller Companies Fund Class A US$ Distributing (A) US Small-Cap Equity No No 2.03
Schroder International Selection Fund Hong Kong Equity C Accumulation HKD Hong Kong Equity No Yes 1.28
Morgan Stanley Investment Funds - Global Brands Fund A JPY Global Large-Cap Blend Equity No Yes 1.84
Morgan Stanley Investment Funds - Global Brands Fund I EUR Global Large-Cap Blend Equity No Yes 0.94
Morgan Stanley Investment Funds - Global Brands Fund A EUR Global Large-Cap Blend Equity No Yes 1.84
HSBC Global Investment Funds - Euroland Equity Smaller Companies AC PLN Eurozone Mid-Cap Equity No Yes 1.84
HSBC Global Investment Funds - Euroland Equity Smaller Companies IC USD Eurozone Mid-Cap Equity No Yes 0.99
HSBC Global Investment Funds - Euroland Equity Smaller Companies AD PLN Eurozone Mid-Cap Equity No Yes 1.84
HSBC Global Investment Funds - Euroland Equity Smaller Companies AC USD Eurozone Mid-Cap Equity No Yes 1.84
HSBC Global Investment Funds - Euroland Equity Smaller Companies AD SGD Eurozone Mid-Cap Equity No Yes 1.84
HSBC Global Investment Funds - Euroland Equity Smaller Companies AD USD Eurozone Mid-Cap Equity No Yes 1.84
HSBC Global Investment Funds - Euroland Equity Smaller Companies AC SGD Eurozone Mid-Cap Equity No Yes 1.84
HSBC Global Investment Funds - Euroland Equity Smaller Companies IC PLN Eurozone Mid-Cap Equity No Yes 0.99
Goldman Sachs US Equity Income - X Cap EUR (hedged i) USD Other Equity No Yes 2.32
Value Partners Classic Fund C Units USD HKD Greater China Equity No Yes 1.51
BNP Paribas Funds US Mid CapIR EUR US Mid-Cap Equity No No 1.06
Pictet-Security I USD Global Flex-Cap Equity No Yes 1.10
Allianz Global Investors Fund - Allianz Euroland Equity Growth IT EUR Eurozone Large-Cap Equity No Yes 0.96
Pictet-Security P USD Global Flex-Cap Equity No Yes 1.99
Pictet-Security R EUR Global Flex-Cap Equity No Yes 2.70
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