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 Bond Fund (LUX) ZL EUR Global Diversified Bond No No 0.46
Capital Group Japan Equity Fund (LUX) ZL CHF Japan Large-Cap Equity No No 0.68
Capital Group Japan Equity Fund (LUX) ZLd CHF Japan Large-Cap Equity No No 0.68
Capital Group New Economy Fund (LUX) ZL EUR Global Large-Cap Growth Equity No Yes 0.68
Capital Group New World Fund (LUX) ZL CHF Global Emerging Markets Equity No Yes 0.77
Capital Group World Dividend Growers (LUX) ZLd EUR Global Equity Income No No 0.68
Ninety One Global Strategy Fund - Global Credit Income Fund A Inc-2 USD Global Flexible Bond - USD Hedged No 1.40
BlackRock Global Funds - World Energy Fund A4 EUR Inc Sector Equity Energy No No 2.05
PIMCO GIS Asia High Yield Bond Fund Institutional EUR (Hedged) Accumulation Other Bond No No 0.67
PIMCO GIS Asia High Yield Bond Fund E Class EUR (Hedged) Accumulation Other Bond No No 1.57
Capital Group Emerging Markets Local Currency Debt Fund (LUX) ZLd Global Emerging Markets Bond - Local Currency No No 0.65
Capital Group Euro Bond Fund (LUX) ZL EUR Diversified Bond No No 0.45
Capital Group Global Corporate Bond Fund (LUX) ZLd Global Corporate Bond - USD Hedged No No 0.46
Capital Group New World Fund (LUX) ZLgd Global Emerging Markets Equity No Yes 0.77
Capital Group World Dividend Growers (LUX) ZL Global Equity Income No No 0.68
Capital Group New World Fund (LUX) ZLh-EUR Other Equity No Yes 0.84
Allspring (Lux) Worldwide Fund - Global Small Cap Equity Fund Class I USD Acc Global Small/Mid-Cap Equity No No 1.00
Allspring (Lux) Worldwide Fund - Small Cap Innovation Fund Class I USD Acc US Small-Cap Equity No Yes 1.00
Dimensional World Allocation 80/20 Fund SGD Accumulation Other Allocation No No 0.35
Capital Group Global Intermediate Bond Fund (LUX) ZL Global Diversified Bond - USD Hedged No No 0.46
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