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 5 ACHEUR EUR Aggressive Allocation - Global No 1.60
PIMCO GIS Global Bond Fund Institutional SGD (Hedged) Accumulation Other Bond No 0.49
HSBC Portfolios - World Selection 4 AC USD Aggressive Allocation No No 1.47
HSBC Portfolios - World Selection 1 AC USD Cautious Allocation No No 1.23
JPMorgan Funds - Emerging Markets Opportunities Fund A (acc) - USD Global Emerging Markets Equity No Yes 1.76
HSBC Portfolios - World Selection 1 ACHEUR EUR Cautious Allocation - Global No No 1.35
PIMCO GIS Total Return Bond Fund Administrative EUR (Hedged) Accumulation Other Bond No Yes 1.00
Fidelity Funds - China Innovation Fund Y-Acc-USD Greater China Equity No 1.10
Schroder International Selection Fund China Opportunities A Accumulation HKD China Equity No 1.83
Goldman Sachs All China Equity Portfolio Base Acc USD China Equity No No 1.90
BlackRock Global Funds - Global Inflation Linked Bond Fund D2 EUR Hedged Global Inflation-Linked Bond - EUR Hedged No 0.60
Fidelity Funds - China Innovation Fund A-DIST-USD Greater China Equity No 1.95
Fidelity Funds - China Innovation Fund A-Acc-EUR Greater China Equity No 1.95
PIMCO GIS Dynamic Bond Fund E Class EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No Yes 1.80
JPMorgan Funds - China Fund A (acc) - SGD China Equity No 1.79
Allianz Global Investors Fund - Allianz India Equity I USD India Equity No No 1.29
JPMorgan Funds - Emerging Markets Equity Fund A (acc) - SGD Global Emerging Markets Equity No 1.81
PIMCO GIS Dynamic Bond Fund Institutional EUR (Hedged) Income Global Flexible Bond - EUR Hedged No Yes 0.90
PIMCO GIS Dynamic Bond Fund Administrative Accumulation Global Flexible Bond - USD Hedged No Yes 1.40
Templeton Asian Growth Fund Z(acc)USD Asia ex-Japan Equity No Yes 1.66
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