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) 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 0.82
Capital Group Capital Income Builder (LUX) Ph-GBP GBP Allocation 60-80% Equity No No 0.82
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 0.82
Capital Group New Perspective Fund (LUX) Ph-GBP Other Equity No Yes 0.75
Capital Group New Perspective Fund (LUX) P GBP Global Large-Cap Growth Equity No Yes 0.69
Nikko AM Global Equity Fund F USD Acc Global Large-Cap Growth Equity No Yes 1.43
GMO Resources UCITS Fund A USD Accumulation Sector Equity Natural Resources No No 0.76
Eastspring Investments - China A Shares Growth Fund A SGD China Equity - A Shares No No 1.80
Eastspring Investments - Asian High Yield Bond Fund - AS Other Bond No 1.30
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PC USD Ultra Short-Term Bond No 0.45
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PM2HKD USD Ultra Short-Term Bond No 0.45
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PM2 USD Ultra Short-Term Bond No 0.45
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PM3HGBP Other Bond No 0.46
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PM3HSGD Other Bond No 0.46
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PM3HRMB Other Bond No 0.46
PIMCO GIS Asia High Yield Bond Fund Investor USD Accumulation Asia High Yield Bond No No 1.02
Schroder Global Quality Bond USD I2 Acc Global Diversified Bond No No 0.10
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