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) ZLh-CHF Other Equity No Yes 0.70
BlackRock Global Funds - US Flexible Equity Fund A2 CHN Hedged Other Equity No Yes 1.81
BlackRock Global Funds - European Value Fund A2 CHN Hedged Other Equity No Yes 1.82
Fidelity Funds - Asia Pacific Strategic Income Fund A-MINCOME(G)-SGD Asia High Yield Bond No 1.45
United Income Focus Trust - Class SGD Acc USD Moderate Allocation No No 1.68
United Income Focus Trust - Class USD Dist USD Moderate Allocation No No 1.65
Aviva Investors - Emerging Markets Local Currency Bond Fund Aa EUR Inc Global Emerging Markets Bond - Local Currency No No 1.40
United Income Focus Trust - Class SGD Dist USD Moderate Allocation No No 1.69
Fidelity Funds - Global Financial Services Fund A-Acc-SGD Sector Equity Financial Services No No 1.90
Fidelity Funds - Flexible Bond Fund Y-Acc-EUR (EUR/GBP hedged) Global Flexible Bond - EUR Hedged No No 0.79
Capital Group New Perspective Fund (LUX) A7 Global Large-Cap Growth Equity No Yes 0.50
Franklin Diversified Conservative Fund W(Ydis)EUR EUR Cautious Allocation - Global No No 0.80
BNY Mellon Global Credit Fund USD W Acc Global Corporate Bond - USD Hedged No No 0.56
BNY Mellon Global Credit Fund EUR H Acc Hedged Global Corporate Bond - EUR Hedged No No 1.16
Capital Group New Perspective Fund (LUX) A4 Global Large-Cap Growth Equity No Yes 0.60
Fullerton Asian Bond D (RMB-Hedged) Acc Other Bond No No 0.98
Fidelity Funds - Flexible Bond Fund Y-DIST-EUR (EUR/GBP hedged) Global Flexible Bond - EUR Hedged No No 0.79
Fidelity Funds - Asia Pacific Strategic Income Fund A-MINCOME(G)-USD Asia High Yield Bond No 1.45
United Income Focus Trust - Class USD Acc USD Moderate Allocation No No 1.67
Neuberger Berman Emerging Market Debt Blend Fund EUR A Accumulating Class - Hedged Global Emerging Markets Bond - EUR Hedged No No 1.60
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