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 Capital Income Builder (LUX) C GBP USD Aggressive Allocation No No 0.15
Capital Group Capital Income Builder (LUX) Bd GBP USD Aggressive Allocation No No 1.66
Capital Group Capital Income Builder (LUX) B EUR USD Aggressive Allocation No No 1.66
Capital Group Capital Income Builder (LUX) Z CHF USD Aggressive Allocation No No 0.91
Capital Group Capital Income Builder (LUX) Zd GBP USD Aggressive Allocation No No 0.91
Capital Group Capital Income Builder (LUX) Z EUR USD Aggressive Allocation No No 0.91
Capital Group Capital Income Builder (LUX) Bd EUR USD Aggressive Allocation No No 1.66
Capital Group Capital Income Builder (LUX) C CHF USD Aggressive Allocation No No 0.15
Capital Group Capital Income Builder (LUX) Z GBP USD Aggressive Allocation No No 0.91
BlackRock Global Funds - Next Generation Technology Fund A2 SGD Hedged Other Equity No Yes 1.81
Pictet-Japan Index JS JPY Japan Large-Cap Equity No No 0.16
United Income Focus Trust - Class P USD Dist USD Moderate Allocation No No 0.89
Neuberger Berman Next Generation Mobility Fund USD A Accumulating Class Sector Equity Technology No Yes 1.89
Dimensional Global Core Fixed Income Fund EUR Distributing Global Diversified Bond - EUR Hedged No No 0.27
Dimensional Global Core Fixed Income Fund GBP Distributing Global Diversified Bond - GBP Hedged No No 0.30
Dimensional Global Core Fixed Income Fund JPY Acc Other Bond No No 0.27
Dimensional Global Core Fixed Income Fund GBP Acc Global Diversified Bond - GBP Hedged No No 0.27
Dimensional Global Core Fixed Income Fund SGD Acc Other Bond No No 0.30
Dimensional Global Core Fixed Income Fund EUR Acc Global Diversified Bond - EUR Hedged No No 0.27
Dimensional Global Core Fixed Income Fund SGD Distributing Other Bond No No 0.27
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