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
Allianz Global Investors Fund - Allianz American Income BMf (USD) USD Flexible Bond No 1.93
Allianz Global Investors Fund - Allianz American Income AMf (USD) USD Flexible Bond No 1.34
Allianz Global Investors Fund - Allianz Emerging Markets Select Bond BMg (USD) Global Emerging Markets Bond No No 2.27
Allianz Global Investors Fund - Allianz Emerging Markets Select Bond BT (USD) Global Emerging Markets Bond No No 2.27
United China A-Shares Consumption Upgrade Fund - Class JPY Acc China Equity - A Shares No No 1.00
Allianz Pet and Animal Wellbeing RT H2 GBP Other Equity No Yes 1.24
Nikko AM Dynamic Bond Fund SGD Hedged Class Other Bond No 1.45
Nikko AM Dynamic Bond Fund USD Hedged Class Global Flexible Bond - USD Hedged No 1.45
Capital Group Capital Income Builder (LUX) P USD Aggressive Allocation No No 0.76
Capital Group Capital Income Builder (LUX) Bgd USD Aggressive Allocation No No 1.66
Capital Group Capital Income Builder (LUX) Bgd GBP USD Aggressive Allocation No No 1.66
Capital Group Capital Income Builder (LUX) P GBP USD Aggressive Allocation No No 0.76
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 1.90
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 0.67
Capital Group Emerging Markets Local Currency Debt Fund (LUX) Zh-EUR Other Bond No No 0.94
Capital Group Emerging Markets Local Currency Debt Fund (LUX) Bh-EUR Other Bond No No 1.69
Capital Group New Economy Fund (LUX) ZLh-AUD Other Equity No Yes 0.74
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