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.
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Fund Name
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Morningstar Category
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Sustainable Investment
|
Sustainability Rating
|
Low Carbon Designation
|
Representative Cost
|
Morningstar Rating for Funds
|
|---|---|---|---|---|---|---|
| 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 | 1.52 | ||
| 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-Premium Brands I USD | Sector Equity Consumer Goods & Services | No | Yes | 1.10 | ||
| Pictet-Japanese Equity Selection R EUR | Japan Large-Cap Equity | No | Yes | 2.01 | ||
| Pictet-Security R EUR | Global Flex-Cap Equity | No | Yes | 2.70 | ||
| Pictet-Premium Brands R USD | Sector Equity Consumer Goods & Services | No | Yes | 2.70 | ||
| Pictet-Security R USD | Global Flex-Cap Equity | No | Yes | 2.70 | ||
| FTGF Royce US Smaller Companies Fund Class A Euro Distributing (A) | US Small-Cap Equity | No | Yes | 2.04 | ||
| UPAMC Taiwan Power Fund | Taiwan Small/Mid-Cap Equity | No | No | 1.75 | ||
| BNP Paribas Funds Europe Small Cap I Capitalisation | Europe Mid-Cap Equity | No | Yes | 1.06 | ||
| Schroder Taiwan Small & Mid Cap Equity fund-A share | Taiwan Small/Mid-Cap Equity | No | Yes | 1.38 | ||
| Ninety One Global Strategy Fund - American Franchise Fund I Inc USD | US Large-Cap Growth Equity | No | Yes | 1.00 | ||
| Fidelity Funds - European Dynamic Growth Fund Y-Acc-EUR | Europe Large-Cap Growth Equity | No | Yes | 1.04 | ||
