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
Capital Group Global Allocation Fund (LUX) B JPY USD Moderate Allocation No No 1.70
Capital Group Global Allocation Fund (LUX) B USD USD Moderate Allocation No No 1.70
HSBC Global Investment Funds - Global Emerging Markets Bond AM3HSGD USD Other Bond No 1.61
HSBC Global Investment Funds - Indian Equity ADEUR USD India Equity No No 1.89
HSBC Portfolios - World Selection 2 AC SGD USD Moderate Allocation No No 1.23
HSBC Portfolios - World Selection 1 ACHSGD USD Other Allocation No 1.35
HSBC Portfolios - World Selection 3 ACHSGD USD Other Allocation No No 1.56
HSBC Portfolios - World Selection 3 AMHEUR USD EUR Moderate Allocation - Global No No 1.56
HSBC Portfolios - World Selection 1 AMHSGD USD Other Allocation No 1.35
HSBC Portfolios - World Selection 1 AM CZK USD Cautious Allocation No 1.24
HSBC Portfolios - World Selection 3 AM SGD USD Moderate Allocation No No 1.44
HSBC Portfolios - World Selection 1 AMHEUR USD EUR Cautious Allocation - Global No 1.35
HSBC Portfolios - World Selection 1 AM HKD USD Cautious Allocation No 1.24
HSBC Portfolios - World Selection 3 AM HKD USD Moderate Allocation No No 1.44
HSBC Portfolios - World Selection 3 ACHAUD USD Other Allocation No No 1.56
HSBC Portfolios - World Selection 1 AM EUR USD Cautious Allocation No 1.24
HSBC Portfolios - World Selection 1 AMHAUD USD Other Allocation No 1.35
HSBC Portfolios - World Selection 3 AM PLN USD Moderate Allocation No No 1.44
BNP Paribas Funds Japan Equity Privilege Capitalisation EUR Japan Large-Cap Equity No Yes 1.09
Capital Group Japan Equity Fund (LUX) Z CHF Japan Large-Cap Equity No No 0.90
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