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) Bfdm USD Aggressive Allocation No No 1.65
Capital Group Capital Income Builder (LUX) Bfdm HKD USD Aggressive Allocation No No 1.65
Capital Group Capital Income Builder (LUX) Bfdmh-EUR EUR Aggressive Allocation - Global No No 1.72
Eastspring Investments - China A Shares Growth Fund A USD China Equity - A Shares No No 1.80
Eastspring Investments - China A Shares Growth Fund D USD China Equity - A Shares No No 0.10
Allianz Global Investors Fund - Allianz Thematica AT EUR Global Flex-Cap Equity No No 1.95
Capital Group Capital Income Builder (LUX) Bfdmh-AUD Other Allocation No No 1.72
Capital Group Capital Income Builder (LUX) Bfdmh-CNH Other Allocation No No 1.72
Janus Henderson Capital Funds plc - Global Life Sciences Fund Class I2 HSGD Other Equity No Yes 1.57
Natixis International Funds (Lux) I - Loomis Sayles Asia Bond Plus Fund I/DIVM (USD) Asia High Yield Bond No 0.81
Natixis International Funds (Lux) I - Loomis Sayles Asia Bond Plus Fund R/DIVM (H-SGD) Other Bond No 1.65
Natixis International Funds (Lux) I - Loomis Sayles Asia Bond Plus Fund R/DIVM (USD) Asia High Yield Bond No 1.65
Natixis International Funds (Lux) I - Loomis Sayles Asia Bond Plus Fund EI/DIVM (USD) Asia High Yield Bond No 0.22
Amundi Funds - Euro Aggregate Bond A2 EUR (C) EUR Diversified Bond No No 1.21
Fidelity Funds - Asia Pacific Opportunities Fund A-Acc-USD Asia-Pacific ex-Japan Equity No No 1.91
Schroder International Selection Fund QEP Global Emerging Markets K1 Accumulation EUR Global Emerging Markets Equity No Yes 0.91
Schroder International Selection Fund QEP Global Emerging Markets K1 Accumulation USD Global Emerging Markets Equity No Yes 0.91
BNY Mellon U.S. Equity Income Fund USD B Inc US Equity Income No No 1.59
Capital Group Global Bond Fund (LUX) Zh-EUR Global Diversified Bond - EUR Hedged No No 0.70
Capital Group Global Corporate Bond Fund (LUX) Zh-EUR Global Corporate Bond - EUR Hedged No No 0.70
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