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 American Balanced Fund (LUX) Zgd USD Moderate Allocation No No 0.80
Capital Group American Balanced Fund (LUX) ZL USD Moderate Allocation No No 0.70
Capital Group American Balanced Fund (LUX) Zgd EUR USD Moderate Allocation No No 0.80
Capital Group American Balanced Fund (LUX) Z EUR USD Moderate Allocation No No 0.80
Capital Group American Balanced Fund (LUX) Zd EUR USD Moderate Allocation No No 0.80
Capital Group American Balanced Fund (LUX) ZL CHF USD Moderate Allocation No No 0.70
Capital Group American Balanced Fund (LUX) ZL EUR USD Moderate Allocation No No 0.70
Capital Group American Balanced Fund (LUX) ZL GBP USD Moderate Allocation No No 0.70
Capital Group American Balanced Fund (LUX) ZL SGD USD Moderate Allocation No No 0.70
Allianz Global Investors Fund - Allianz American Income RT (USD) USD Flexible Bond No 0.79
Allianz Pet and Animal Wellbeing AT USD Other Equity No Yes 2.10
Allianz Pet and Animal Wellbeing IT USD Other Equity No Yes 1.09
PIMCO GIS Low Duration Global Investment Grade Credit Fund Institutional USD Distribution Global Corporate Bond - USD Hedged No No 0.49
Fidelity Funds - Asian Bond Fund A-MCDIST(G)-HKD Asia Bond No No 1.04
Fidelity Funds - Global Multi Asset Growth & Income Fund Y-MCDIST(G)-USD USD Moderate Allocation No No 1.05
Capital Group Capital Income Builder (LUX) ZLd CHF USD Aggressive Allocation No No 0.68
Capital Group Emerging Markets Local Currency Debt Fund (LUX) A4 USD Global Emerging Markets Bond - Local Currency No No 0.50
Capital Group Emerging Markets Local Currency Debt Fund (LUX) ZLd CHF Global Emerging Markets Bond - Local Currency No No 0.60
Capital Group Global Allocation Fund (LUX) Z GBP USD Moderate Allocation No No 0.90
Capital Group New World Fund (LUX) Z GBP Global Emerging Markets Equity No Yes 1.00
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