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
|
Ongoing Charges (%)
|
Morningstar Rating for Funds
|
|---|---|---|---|---|---|
| MS INVF Global Brands Fund | Global Large-Cap Growth Equity | Yes | 0.9 | ||
| MS INVF Global Brands Fund | Global Large-Cap Growth Equity | Yes | 0.9 | ||
| MS INVF Global Brands Fund | Global Large-Cap Growth Equity | Yes | 0.9 | ||
| MS INVF Global Brands Fund | Global Large-Cap Growth Equity | Yes | 0.9 | ||
| SKAGEN Global | Global Large-Cap Blend Equity | Yes | 1 | ||
| HSBC GIF Thai Equity | Thailand Equity | No | 1.45 | ||
| SKAGEN Global | Global Large-Cap Blend Equity | Yes | 1 | ||
| SKAGEN Global | Global Large-Cap Blend Equity | Yes | 1 | ||
| SKAGEN Global | Global Large-Cap Blend Equity | Yes | 1 | ||
| SKAGEN Global | Global Large-Cap Blend Equity | Yes | 1 | ||
| HSBC GIF Thai Equity | Thailand Equity | No | 1.45 | ||
| HSBC GIF Thai Equity | Thailand Equity | No | 1.45 | ||
| HSBC GIF Thai Equity | Thailand Equity | No | 1.45 | ||
| SKAGEN Global | Global Large-Cap Blend Equity | Yes | 1 | ||
| HSBC GIF Thai Equity | Thailand Equity | No | 1.85 | ||
| Fidelity Taiwan Fund | Taiwan Large-Cap Equity | No | 1.95 | ||
| 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 | ||
| MS INVF European Property Fund | Property - Indirect Europe | Yes | 1.64 | ||
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