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.
|
Fund Name
|
Morningstar Category
|
Sustainability Rating
|
Low Carbon Designation
|
Representative Cost
|
Morningstar Rating for Funds
|
|---|---|---|---|---|---|
| Allianz Euroland Equity Growth | Eurozone Large-Cap Equity | Yes | 1.86 | ||
| HSBC GIF Global Equity Climate Change | Global Large-Cap Blend Equity | No | 1.85 | ||
| MS INVF Latin American Equity Fund | Latin America Equity | No | 1.89 | ||
| Fidelity China Consumer Fund | China Equity | Yes | 1.91 | ||
| Fidelity China Consumer Fund | China Equity | Yes | 1.91 | ||
| HSBC GIF Thai Equity | Thailand Equity | No | 1.85 | ||
| HSBC GIF Thai Equity | Thailand Equity | No | 1.85 | ||
| HSBC GIF Thai Equity | Thailand Equity | No | 1.85 | ||
| HSBC GIF Thai Equity | Thailand Equity | No | 1.85 | ||
| BNP Paribas Global Equity | Global Large-Cap Growth Equity | Yes | 0.96 | ||
| Invesco India Equity Fund | India Equity | Yes | 1.47 | ||
| Invesco India Equity Fund | India Equity | Yes | 2.07 | ||
| HSBC GIF Global Real Estate Equity | Property - Indirect Global | No | 1.90 | ||
| HSBC GIF Global Real Estate Equity | Property - Indirect Global | No | 1.00 | ||
| HSBC GIF Global Real Estate Equity | Property - Indirect Global | No | 1.90 | ||
| HSBC GIF Global Real Estate Equity | Property - Indirect Global | No | 1.90 | ||
| HSBC GIF Global Real Estate Equity | Property - Indirect Global | No | 1.90 | ||
| BNP Paribas Global Equity | Global Large-Cap Growth Equity | Yes | 1.95 | ||
| HSBC GIF Global Real Estate Equity | Property - Indirect Global | No | 1.00 | ||
| BNP Paribas Global Equity | Global Large-Cap Growth Equity | Yes | 1.95 | ||
