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 Portfolios - World Selection 4 AC SGD USD Aggressive Allocation No No 1.47
HSBC Portfolios - World Selection 5 ACHAUD USD Other Allocation No No 1.60
HSBC Portfolios - World Selection 5 AM EUR USD Aggressive Allocation No No 1.67
CT (Lux) - Global Multi Asset Income Class AU (USD Accumulation Shares) EUR USD Moderate Allocation No 1.55
AB FCP I - Short Duration Bond Portfolio I2-ACCU Global Diversified Bond - USD Hedged No No 0.58
Schroder International Selection Fund Global Emerging Market Opportunities A Accumulation EUR Global Emerging Markets Equity No Yes 1.86
Schroder International Selection Fund Global Emerging Market Opportunities C Accumulation USD Global Emerging Markets Equity No Yes 1.31
Schroder International Selection Fund Global Emerging Market Opportunities A Accumulation USD Global Emerging Markets Equity No Yes 1.86
Franklin Mutual U.S. Value Fund N(acc)EUR-H1 Other Equity No No 2.59
Franklin Mutual U.S. Value Fund A(acc)EUR-H1 Other Equity No No 1.84
Natixis International Funds (Lux) I - Ostrum Global Inflation Fund R/A (EUR) Global Inflation-Linked Bond - EUR Hedged No 1.05
BlackRock Global Funds - Fixed Income Global Opportunities Fund D2 EUR Hedged Global Flexible Bond - EUR Hedged No 0.72
Schroder International Selection Fund Global Emerging Market Opportunities A Accumulation SGD Global Emerging Markets Equity No Yes 1.86
BlackRock Global Funds - Fixed Income Global Opportunities Fund A5 USD Global Flexible Bond - USD Hedged No 1.22
BlackRock Global Funds - Fixed Income Global Opportunities Fund A2 EUR Hedged Global Flexible Bond - EUR Hedged No 1.22
Fidelity Funds - America Fund A-DIST-SGD US Large-Cap Value Equity No No 1.89
BlackRock Global Funds - Fixed Income Global Opportunities Fund A5 EUR Hedged Global Flexible Bond - EUR Hedged No 1.22
BlackRock Global Funds - Fixed Income Global Opportunities Fund D2 GBP Hedged Global Flexible Bond - GBP Hedged No 0.72
BlackRock Global Funds - Fixed Income Global Opportunities Fund A2 Global Flexible Bond - USD Hedged No 1.22
CT (Lux) - Global Dynamic Real Return Class AUP USD USD Moderate Allocation No Yes 1.65
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