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 New Economy Fund (LUX) Bh-EUR Other Equity No Yes 1.71
Capital Group New Economy Fund (LUX) Bh-SGD Other Equity No Yes 1.71
Allianz Global Investors Fund - Allianz American Income BMg USD USD Flexible Bond No 1.94
Allianz Global Investors Fund - Allianz American Income BT USD USD Flexible Bond No 1.93
Capital Group Capital Income Builder (LUX) Cgd USD Aggressive Allocation No No 0.15
Capital Group Emerging Markets Growth Fund (LUX) Cgd Global Emerging Markets Equity No Yes 0.10
Capital Group Euro Bond Fund (LUX) Cgd EUR Diversified Bond No No 0.10
Capital Group Global Allocation Fund (LUX) Cgd USD Moderate Allocation No No 0.10
Capital Group Global Bond Fund (LUX) Cgdh-EUR Global Diversified Bond - EUR Hedged No No 0.16
Capital Group Global Corporate Bond Fund (LUX) Cgdh-EUR Global Corporate Bond - EUR Hedged No No 0.14
Capital Group Global Intermediate Bond Fund (LUX) Cgdh-EUR Global Diversified Bond - EUR Hedged No No 0.18
Capital Group Japan Equity Fund (LUX) Cgd Japan Large-Cap Equity No No 0.15
Capital Group New Economy Fund (LUX) Cgd Global Large-Cap Growth Equity No Yes 0.12
Capital Group New Perspective Fund (LUX) Cgd Global Large-Cap Growth Equity No Yes 0.05
Capital Group New World Fund (LUX) Cgd Global Emerging Markets Equity No Yes 0.15
Capital Group World Dividend Growers (LUX) Cgd Global Equity Income No No 0.14
Fidelity Funds - US Dollar Bond Fund A-MCDIST-HKD USD Diversified Bond No No 1.04
Fidelity Funds - US Dollar Bond Fund A-MCDIST-USD USD Diversified Bond No No 1.02
PIMCO GIS Asia Strategic Interest Bond Fund Institutional Class SGD (Hedged) Income Other Bond No No 0.65
JPM Global Research Enhanced Index Equity Fund X Accumulation Global Large-Cap Blend Equity No No 0.05
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