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
M&G (Lux) Dynamic Allocation Fund EUR A Acc EUR Flexible Allocation - Global No Yes 2.00
M&G (Lux) Dynamic Allocation Fund USD A-H Acc USD Flexible Allocation No Yes 2.02
M&G (Lux) Dynamic Allocation Fund USD A-H Inc USD Flexible Allocation No Yes 2.02
M&G (Lux) Income Allocation Fund EUR A Q Inc EUR Moderate Allocation - Global No No 1.72
M&G (Lux) Dynamic Allocation Fund CHF A-H Acc Other Allocation No Yes 2.02
M&G (Lux) Dynamic Allocation Fund USD A-H M F Inc USD Flexible Allocation No Yes 2.02
HSBC Global Investment Funds - Singapore Dollar Income Bond ACHAUD Other Bond No No 1.01
HSBC Global Investment Funds - Singapore Dollar Income Bond AC SGD Bond No No 0.99
HSBC Global Investment Funds - Singapore Dollar Income Bond AM2 SGD Bond No No 1.00
Pictet-USA Index I EUR US Large-Cap Blend Equity No No 0.30
Templeton Emerging Markets Smaller Companies Fund W(acc)EUR Global Emerging Markets Small/Mid-Cap Equity No Yes 1.44
BNP Paribas Funds China A-Shares Classic Distribution China Equity - A Shares No No 2.23
AB - RMB Income Plus Portfolio W2 CNH Acc China Bond No No 0.68
Capital Group New Perspective Fund (LUX) Bdh-EUR Other Equity No Yes 1.64
Capital Group Global Corporate Bond Fund (LUX) Zd EUR Global Corporate Bond - USD Hedged No No 0.61
Capital Group Global Corporate Bond Fund (LUX) B EUR Global Corporate Bond - USD Hedged No No 1.11
Capital Group Global Corporate Bond Fund (LUX) Zgd EUR Global Corporate Bond - USD Hedged No No 0.61
Capital Group Global Corporate Bond Fund (LUX) Z EUR Global Corporate Bond - USD Hedged No No 0.61
Capital Group Global Corporate Bond Fund (LUX) Zd Global Corporate Bond - USD Hedged No No 0.61
Capital Group Global Corporate Bond Fund (LUX) Z Global Corporate Bond - USD Hedged No No 0.61
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