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
BlackRock Global Funds - Global Equity Income Fund D2 USD Global Equity Income No No 1.07
BNP Paribas Funds US Growth Classic Capitalisation US Large-Cap Growth Equity No Yes 1.98
BNP Paribas Funds India Equity Classic Capitalisation India Equity No No 2.23
Cathay China Domestic Demand Growth Fund USD I China Equity No Yes 2.04
UBS (Lux) Equity Fund - China Opportunity (USD) P-mdist China Equity No Yes 2.42
JPM Global Macro Opportunities A (acc) - USD (hedged) Macro Trading USD No Yes 1.46
HSBC Global Investment Funds - Global Real Estate Equity ID Property - Indirect Global No Yes 0.99
Allianz Global Investors Fund - Allianz Europe Equity Growth Select AT (H2-USD) Other Equity No Yes 1.85
BlackRock Global Funds - Continental European Flexible Fund I2 USD Hedged Other Equity No Yes 0.81
HSBC Global Investment Funds - Global Real Estate Equity AD Property - Indirect Global No Yes 1.89
HSBC Global Investment Funds - Global Real Estate Equity AC Property - Indirect Global No Yes 1.88
Amundi Funds - Strategic Income U USD (C) USD Flexible Bond No 2.28
Amundi Funds - US Bond U USD (C) USD Diversified Bond No 2.28
Amundi Funds - US Bond U USD MGI (D) USD Diversified Bond No 2.28
Amundi Funds - US Bond T USD MGI (D) USD Diversified Bond No 2.28
Amundi Funds - Strategic Income T USD (C) USD Flexible Bond No 2.28
Amundi Funds - Strategic Income T R MTD3 (D) Other Bond No 2.28
Amundi Funds - US Bond T USD (C) USD Diversified Bond No 2.28
Amundi Funds - Strategic Income T USD MGI (D) USD Flexible Bond No 2.28
Amundi Funds - Strategic Income U USD MGI (D) USD Flexible Bond No 2.28
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