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
Jupiter Financial Opportunities Fund Sector Equity Financial Services Yes 1.73
MS INVF Global Brands Fund Global Large-Cap Growth Equity Yes 0.9
MS INVF Latin American Equity Fund Latin America Equity No 1.89
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
SKAGEN Global Global Large-Cap Blend Equity Yes 1
HSBC GIF Thai Equity Thailand Equity No 1.85
HSBC GIF Thai Equity Thailand Equity No 1.85
Fidelity Taiwan Fund Taiwan Large-Cap Equity Yes 1.95
HSBC GIF Thai Equity Thailand Equity No 1.85
Jupiter Ecology Sector Equity Ecology No 1.68
Jupiter European Special Situations Fund Europe ex-UK Equity Yes 1.74
Jupiter Global Managed Fund Global Large-Cap Blend Equity Yes 1.72
Jupiter Ecology Sector Equity Ecology No 0.78
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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