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 World Fund (LUX) Zgd Global Emerging Markets Equity No Yes 1.03
Franklin Diversified Conservative Fund I(acc) USD-H1 USD Cautious Allocation No No 0.76
Franklin Diversified Balanced Fund I(acc) USD-H1 USD Moderate Allocation No No 0.87
Franklin Diversified Conservative Fund A(acc) SGD-H1 Other Allocation No No 1.47
Franklin Diversified Balanced Fund A(acc) SGD-H1 Other Allocation No No 1.62
PineBridge Global Dynamic Asset Allocation Fund Class Y5H Other Allocation No Yes 0.95
Schroder International Selection Fund Global Credit Income A Distribution USD MF Global Flexible Bond - USD Hedged No 1.39
Schroder International Selection Fund Global Credit Income A Accumulation EUR Hedged Global Flexible Bond - EUR Hedged No 1.42
Schroder International Selection Fund Global Credit Income A Distribution EUR Hedged QF Global Flexible Bond - EUR Hedged No 1.42
Schroder International Selection Fund Global Credit Income A Distribution HKD MF Global Flexible Bond - USD Hedged No 1.39
Schroder International Selection Fund Global Credit Income A Distribution AUD Hedged MFC Other Bond No 1.42
Schroder International Selection Fund Global Credit Income A Distribution GBP Hedged MF Global Flexible Bond - GBP Hedged No 1.42
Schroder International Selection Fund Global Credit Income I Distribution USD M Global Flexible Bond - USD Hedged No 0.06
Schroder International Selection Fund Global Credit Income A Distribution SGD Hedged M Other Bond No 1.42
Schroder International Selection Fund Global Credit Income I Accumulation USD Global Flexible Bond - USD Hedged No 0.07
Schroder International Selection Fund Global Credit Income C Distribution USD M Global Flexible Bond - USD Hedged No 0.74
Schroder International Selection Fund Global Credit Income C Distribution EUR Hedged Q Global Flexible Bond - EUR Hedged No 0.77
Capital Group New World Fund (LUX) C JPY Global Emerging Markets Equity No Yes 0.15
Capital Group New World Fund (LUX) C GBP Global Emerging Markets Equity No Yes 0.15
Capital Group New World Fund (LUX) C CHF Global Emerging Markets Equity No Yes 0.15
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