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) Bgd USD Aggressive Allocation No No 1.65
Capital Group Capital Income Builder (LUX) Bgd GBP USD Aggressive Allocation No No 1.65
Capital Group Capital Income Builder (LUX) P GBP USD Aggressive Allocation No No 0.75
Natixis International Funds (Lux) I - Harris Associates Global Equity Fund N1/A (USD) Global Large-Cap Value Equity No Yes 1.00
Fidelity Funds - Global Thematic Opportunities Fund I-Acc-USD Global Large-Cap Growth Equity No No 0.89
Fidelity Funds - Global Thematic Opportunities Fund A-Acc-HKD Global Large-Cap Growth Equity No No 1.91
Fidelity Funds - Strategic Bond Fund Y-Acc-USD Global Flexible Bond No Yes 0.77
PIMCO Asia High Yield Bond Fund Institutional GBP (Hedged) Income Other Bond No No 0.65
Capital Group Emerging Markets Local Currency Debt Fund (LUX) Zh-EUR Other Bond No No 0.90
Capital Group Emerging Markets Local Currency Debt Fund (LUX) Bh-EUR Other Bond No No 1.70
Capital Group New Economy Fund (LUX) ZLh-AUD Other Equity No Yes 0.70
CT (Lux) - Flexible Asian Bond Class AU (Accumulation Shares) EUR Asia Bond No No 1.10
Capital Group Capital Income Builder (LUX) Bgdh-GBP GBP Allocation 60-80% Equity No No 1.72
Capital Group Capital Income Builder (LUX) Ph-EUR EUR Aggressive Allocation - Global No No 0.80
Capital Group Capital Income Builder (LUX) Ph-GBP GBP Allocation 60-80% Equity No No 0.80
Capital Group Emerging Markets Growth Fund (LUX) A7 USD Global Emerging Markets Equity No Yes 0.90
Schroder International Selection Fund Indian Opportunities F Accumulation SGD India Equity No No 1.71
Capital Group Capital Income Builder (LUX) Pgdh-GBP GBP Allocation 60-80% Equity No No 0.80
Capital Group New Perspective Fund (LUX) Ph-GBP Other Equity No Yes 0.70
Capital Group New Perspective Fund (LUX) P GBP Global Large-Cap Growth Equity No Yes 0.69
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