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 New Perspective Fund (LUX) Zh-EUR Other Equity No Yes 0.90
Fidelity Funds - US Dollar Bond Fund Y-DIST-USD USD Diversified Bond No No 0.64
Neuberger Berman Asia Responsible Transition Bond Fund USD A Accumulating Class Asia Bond No No 1.35
BlackRock Global Funds - Fixed Income Global Opportunities Fund D4 GBP Hedged Global Flexible Bond - GBP Hedged No 0.72
BlackRock Global Funds - Asian Dragon Fund A2 CHF Hedged Other Equity No No 1.85
Fidelity Funds - Flexible Bond Fund Y-Acc-GBP Global Flexible Bond - GBP Hedged No No 0.79
BlackRock Global Funds - Asian Growth Leaders Fund D2 CHF Hedged Other Equity No Yes 1.09
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg USD Asia High Yield Bond No No 1.55
Capital Group New Perspective Fund (LUX) Zh-SGD Other Equity No Yes 0.90
Fidelity Funds - US Dollar Bond Fund Y-MDIST-USD USD Diversified Bond No No 0.64
PIMCO GIS Capital Securities Fund E Class EUR (Hedged) Income Other Bond No Yes 1.70
Franklin Diversified Balanced Fund W(Ydis)EUR EUR Moderate Allocation - Global No No 0.92
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg (H2-AUD) Other Bond No No 1.55
BlackRock Global Funds - US Dollar Bond Fund D2 GBP Hedged Other Bond No 0.67
Capital Group New Perspective Fund (LUX) Zh-CHF Other Equity No Yes 0.90
Capital Group New Perspective Fund (LUX) C Global Large-Cap Growth Equity No Yes 0.10
Fidelity Funds - Global Multi Asset Income Fund A-Acc-JPY (hedged) Other Allocation No No 1.74
Neuberger Berman Asia Responsible Transition Bond Fund USD A Monthly Distributing Class Asia Bond No No 1.35
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg (H2-GBP) Other Bond No No 1.56
Capital Group New Perspective Fund (LUX) Bd Global Large-Cap Growth Equity No Yes 1.60
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