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 Euro Bond Fund (LUX) ZL CHF | EUR Diversified Bond | No | No | 0.50 | ||
Capital Group Global Allocation Fund (LUX) ZL GBP | USD Moderate Allocation | No | No | 0.70 | ||
Capital Group Global Bond Fund (LUX) ZL CHF | Global Diversified Bond | No | No | 0.50 | ||
Capital Group Global Bond Fund (LUX) ZL GBP | Global Diversified Bond | No | No | 0.50 | ||
Capital Group Japan Equity Fund (LUX) ZLd EUR | Japan Large-Cap Growth Equity | No | No | 0.70 | ||
Capital Group New Economy Fund (LUX) ZL CHF | Global Large-Cap Growth Equity | No | Yes | 0.70 | ||
Capital Group New World Fund (LUX) ZL GBP | Global Emerging Markets Equity | No | Yes | 0.80 | ||
Capital Group New World Fund (LUX) ZL EUR | Global Emerging Markets Equity | No | Yes | 0.80 | ||
Capital Group New World Fund (LUX) ZLd CHF | Global Emerging Markets Equity | No | Yes | 0.80 | ||
Capital Group Capital Income Builder (LUX) ZL CHF | USD Aggressive Allocation | No | No | 0.68 | ||
Capital Group Emerging Markets Debt Fund (LUX) ZL CHF | Global Emerging Markets Bond | No | No | 0.60 | ||
Capital Group Emerging Markets Local Currency Debt Fund (LUX) ZL CHF | Global Emerging Markets Bond - Local Currency | No | No | 0.60 | ||
Capital Group Emerging Markets Local Currency Debt Fund (LUX) ZL EUR | Global Emerging Markets Bond - Local Currency | No | No | 0.60 | ||
Capital Group Global Allocation Fund (LUX) ZL CHF | USD Moderate Allocation | No | No | 0.70 | ||
Capital Group Global Bond Fund (LUX) ZL EUR | Global Diversified Bond | No | No | 0.50 | ||
Capital Group Japan Equity Fund (LUX) ZL CHF | Japan Large-Cap Growth Equity | No | No | 0.70 | ||
Capital Group Japan Equity Fund (LUX) ZLd CHF | Japan Large-Cap Growth Equity | No | No | 0.70 | ||
Capital Group New Economy Fund (LUX) ZL EUR | Global Large-Cap Growth Equity | No | Yes | 0.70 | ||
Capital Group New World Fund (LUX) ZL CHF | Global Emerging Markets Equity | No | Yes | 0.80 | ||
Ninety One Global Strategy Fund - Global Credit Income Fund A Inc-2 USD | Global Flexible Bond - USD Hedged | No | — | 1.40 | ||