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
BNY Mellon Global Real Return Fund (EUR) A Inc EUR Flexible Allocation - Global No Yes 1.70
Capital Group Global Bond Fund (LUX) Zd Global Diversified Bond No No 0.61
Neuberger Berman US Real Estate Securities Fund SGD A Accumulating Class - Hedged Property - Indirect Other No Yes 1.73
PIMCO GIS Diversified Income Duration Hedged Fund E Class USD Accumulation Other Bond No 1.60
Capital Group World Dividend Growers (LUX) Z Global Equity Income No No 0.90
Templeton Global Fund W(Ydis)USD Global Large-Cap Blend Equity No No 0.90
Capital Group World Dividend Growers (LUX) B Global Equity Income No No 1.70
Capital Group World Dividend Growers (LUX) C Global Equity Income No No 0.14
Capital Group World Dividend Growers (LUX) Zgd Global Equity Income No No 0.90
JPMorgan Funds - Asia Pacific Equity Fund A (acc) - SGD Asia-Pacific ex-Japan Equity No Yes 1.80
Capital Group World Dividend Growers (LUX) Zd Global Equity Income No No 0.90
Capital Group World Dividend Growers (LUX) Bgd Global Equity Income No No 1.70
Schroder International Selection Fund Indian Opportunities A Accumulation USD India Equity No No 1.86
Schroder International Selection Fund Indian Opportunities I Accumulation USD India Equity No No 0.08
Schroder International Selection Fund Indian Opportunities C Accumulation USD India Equity No No 1.06
Fidelity Active Strategy - FAST - Global Fund Y-PF-ACC-USD Global Flex-Cap Equity No No 3.08
PIMCO GIS Diversified Income Duration Hedged Fund Institutional EUR (Hedged) Income II Other Bond No 0.70
Capital Group World Dividend Growers (LUX) Bd Global Equity Income No No 1.70
AB - Global Real Estate Securities Portfolio AD USD Inc Property - Indirect Global No Yes 1.85
AB - Global Real Estate Securities Portfolio AD AUD H Inc Property - Indirect Other No Yes 1.85
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