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 Emerging Markets Growth Fund (LUX) Z EUR Global Emerging Markets Equity No Yes 1.00
Capital Group Emerging Markets Debt Fund (LUX) Zd GBP Global Emerging Markets Bond No No 0.90
Capital Group Euro Bond Fund (LUX) Z USD EUR Diversified Bond No No 0.60
Capital Group Emerging Markets Debt Fund (LUX) Z GBP Global Emerging Markets Bond No No 0.90
Capital Group Global Bond Fund (LUX) Zd CHF Global Diversified Bond No No 0.60
Capital Group Global Allocation Fund (LUX) Bd USD USD Moderate Allocation No No 1.60
Capital Group Global Bond Fund (LUX) Zd USD Global Diversified Bond No No 0.60
HSBC Portfolios - World Selection 2 AC GBP USD Moderate Allocation No No 1.23
HSBC Portfolios - World Selection 3 AM EUR USD Moderate Allocation No No 1.44
HSBC Portfolios - World Selection 1 AM GBP USD Cautious Allocation No 1.24
HSBC Portfolios - World Selection 1 AM PLN USD Cautious Allocation No 1.24
HSBC Portfolios - World Selection 1 AM SGD USD Cautious Allocation No 1.24
HSBC Portfolios - World Selection 3 AMHSGD USD Other Allocation No No 1.56
HSBC Portfolios - World Selection 3 AM GBP USD Moderate Allocation No No 1.44
HSBC Portfolios - World Selection 3 AMHAUD USD Other Allocation No No 1.56
HSBC Portfolios - World Selection 3 AM CZK USD Moderate Allocation No No 1.44
Capital Group Global Allocation Fund (LUX) Zd GBP USD Moderate Allocation No No 0.90
Capital Group Global Allocation Fund (LUX) Zd USD USD Moderate Allocation No No 0.90
Capital Group Global Allocation Fund (LUX) Zd CHF USD Moderate Allocation No No 0.90
Aviva Investors - Global Emerging Markets Core Fund A USD Acc Global Emerging Markets Equity No No 1.20
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