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 Global Allocation Fund (LUX) Zh-EUR EUR Moderate Allocation - Global No No 1.00
Allianz Global Investors Fund - Allianz Global Artificial Intelligence CT EUR Sector Equity Technology No Yes 2.85
Eastspring Investments Funds - Monthly Income Plan Class M SGD IA Other Bond No 0.93
Goldman Sachs Emerging Markets Corporate Bond Portfolio Other Currency AUD-Hedged Stable MDist Other Bond No No 1.40
Capital Group New World Fund (LUX) Ch-JPY Other Equity No Yes 0.20
Lazard Emerging Markets Equity Fund B Acc EUR Hedged Other Equity No No 1.58
Capital Group Global Bond Fund (LUX) A7 Global Diversified Bond No No 0.30
Goldman Sachs Emerging Markets Corporate Bond Portfolio Other Currency GBP-Hedged Stable MDist Global Emerging Markets Corporate Bond - GBP Hedged No No 1.40
Fidelity Funds - Global Multi Asset Income Fund Y-MINCOME(G)-USD USD Moderate Allocation No No 1.05
Ninety One Global Strategy Fund - Global Credit Income Fund C Acc USD Global Flexible Bond - USD Hedged No 2.20
Ninety One Global Strategy Fund - Global Credit Income Fund A Acc USD Global Flexible Bond - USD Hedged No 1.40
CT (Lux) - Global Technology Class IEH (EUR Accumulation Hedged Shares) Other Equity No Yes 0.95
CT (Lux) - Global Technology Class ZFH (CHF Accumulation Hedge Shares) Other Equity No Yes 1.00
CT (Lux) - Global Technology Class AS (SGD Accumulation Shares) Sector Equity Technology No Yes 1.95
Allianz Global Investors Fund - Allianz Global Artificial Intelligence AT (H2-CZK) Other Equity No Yes 2.10
Capital Group New World Fund (LUX) A7 Global Emerging Markets Equity No Yes 0.70
T. Rowe Price Funds SICAV - Global Allocation Extended Fund Q USD USD Moderate Allocation No No 0.79
Natixis International Funds (Lux) I - Ostrum Euro High Income Fund R/A (USD) EUR High Yield Bond No 1.30
Allianz Global Investors Fund - Allianz Europe Equity Growth RT EUR Europe Large-Cap Growth Equity No Yes 1.10
PIMCO GIS Global Investment Grade Credit Fund Administrative HKD (Unhedged) Income Global Corporate Bond - USD Hedged No No 0.99
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