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
Fidelity Funds - Global Multi Asset Growth & Income Fund Y-MCDIST(G)-USD USD Moderate Allocation No No 1.08
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 0.54
Capital Group Emerging Markets Local Currency Debt Fund (LUX) ZLd CHF Global Emerging Markets Bond - Local Currency No No 0.65
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 1.03
Capital Group Global Corporate Bond Fund (LUX) ZLd CHF Global Corporate Bond - USD Hedged No No 0.46
Capital Group Global Allocation Fund (LUX) A4 USD USD Moderate Allocation No No 0.60
Capital Group New Economy Fund (LUX) ZL AUD Global Large-Cap Growth Equity No Yes 0.68
AMSelect - BlueBay Euro Bond Aggregate Classic Acc EUR EUR Diversified Bond No No 0.88
Manulife Global Fund - Asian Short Duration Bond Fund AA USD Acc Asia Bond No No 1.17
Manulife Global Fund - Asian Short Duration Bond Fund AA USD MDIS G Asia Bond No No 1.16
Manulife Global Fund - Asian Short Duration Bond Fund AA SGD Hedged MDIS Other Bond No No 1.25
Manulife Global Fund - Asian Short Duration Bond Fund AA AUD Hedged MDIS Other Bond No No 1.17
Manulife Global Fund - Asian Short Duration Bond Fund AA SGD Hedged Acc Other Bond No No 1.16
Manulife Global Fund - Asian Short Duration Bond Fund I6 USD Acc Asia Bond No No 0.95
Manulife Global Fund - Asian Short Duration Bond Fund I6 SGD Hedged Acc Other Bond No No 0.91
Capital Group American Balanced Fund (LUX) B EUR USD Moderate Allocation No No 1.66
Allianz Global Investors Fund - Allianz Global Artificial Intelligence ET (H2-SGD) Other Equity No Yes 1.70
Capital Group Capital Income Builder (LUX) A7 USD Aggressive Allocation No No 0.50
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