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-EUR Other Equity No Yes 0.70
Capital Group New Perspective Fund (LUX) ZL Global Large-Cap Growth Equity No Yes 0.62
Fidelity Funds - Asia Pacific Strategic Income Fund A-ACC-USD Asia Bond No 1.45
Templeton Global Fund AS(acc)SGD Global Large-Cap Blend Equity No No 1.71
Capital Group New Perspective Fund (LUX) ZLgd Global Large-Cap Growth Equity No Yes 0.62
Capital Group New Perspective Fund (LUX) ZLd Global Large-Cap Growth Equity No Yes 0.62
Franklin U.S. Opportunities Fund AS(acc)SGD US Large-Cap Growth Equity No Yes 1.69
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
Capital Group Global Bond Fund (LUX) Ch-JPY Other Bond No No 0.20
BlackRock Global Funds - Fixed Income Global Opportunities Fund D4 EUR Hedged Global Flexible Bond - EUR Hedged No 0.72
Capital Group New Perspective Fund (LUX) ZLh-CHF Other Equity No Yes 0.70
BlackRock Global Funds - European Value Fund A2 CHN Hedged Other Equity No Yes 1.81
Fidelity Funds - Asia Pacific Strategic Income Fund A-MINCOME(G)-SGD Asia Bond No 1.45
United Income Focus Trust - Class SGD Acc USD Moderate Allocation No No 1.64
United Income Focus Trust - Class USD Dist USD Moderate Allocation No No 1.66
Aviva Investors - Emerging Markets Local Currency Bond Fund Aa EUR Inc Global Emerging Markets Bond - Local Currency No 1.40
United Income Focus Trust - Class SGD Dist USD Moderate Allocation No No 1.65
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 0.80
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