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
Neuberger Berman US Real Estate Securities Fund USD A (Monthly) Distributing Class Property - Indirect North America No Yes 1.72
Allianz Global Investors Fund - Allianz Flexi Asia Bond AMg USD Asia Bond No 1.56
Allianz Global Investors Fund - Allianz European Equity Dividend AMg (H2-USD) Other Equity No No 1.85
PineBridge Global PineBridge US Large Cap Research Enhanced Class A5CP US Large-Cap Blend Equity No No 1.70
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg (H2-EUR) Other Bond No No 1.56
FTGF Brandywine Global Fixed Income Fund Class A SGD Accumulating Global Government Bond - USD Hedged No 1.39
Franklin Japan Fund A(acc)USD-H1 Other Equity No No 1.86
Capital Group New Perspective Fund (LUX) ZLh-EUR Other Equity No Yes 0.70
Capital Group New Perspective Fund (LUX) ZL Global Large-Cap Growth Equity No Yes 0.60
Fidelity Funds - Asia Pacific Strategic Income Fund A-ACC-USD Asia High Yield Bond No 1.45
Templeton Global Fund AS(acc)SGD Global Large-Cap Blend Equity No No 1.72
Capital Group New Perspective Fund (LUX) ZLgd Global Large-Cap Growth Equity No Yes 0.60
Capital Group New Perspective Fund (LUX) ZLd Global Large-Cap Growth Equity No Yes 0.60
Franklin U.S. Opportunities Fund AS(acc)SGD US Large-Cap Growth Equity No Yes 1.71
Capital Group Global Allocation Fund (LUX) Ch-JPY Other Allocation No No 0.20
Capital Group New Perspective Fund (LUX) ZLh-GBP Other Equity No Yes 0.70
Ninety One Global Strategy Fund - Global Strategic Equity Fund A Acc SGD Global Large-Cap Blend Equity No No 1.90
Capital Group Global Bond Fund (LUX) Ch-JPY Other Bond No No 0.20
BlackRock Global Funds - US Basic Value Fund A2 CHN Hedged Other Equity No No 1.82
BlackRock Global Funds - Fixed Income Global Opportunities Fund D4 EUR Hedged Global Flexible Bond - EUR Hedged No 0.72
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