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 Emerging Markets Debt Fund (LUX) Bgdh-EUR Global Emerging Markets Bond No No 1.65
Capital Group New Perspective Fund (LUX) Bgdh-EUR Other Equity No Yes 1.64
Capital Group Global Intermediate Bond Fund (LUX) Ch-CHF Global Diversified Bond - CHF Hedged No No 0.18
Capital Group Global Allocation Fund (LUX) Bgd USD Moderate Allocation No No 1.65
Capital Group Global Allocation Fund (LUX) Bgdh-EUR EUR Moderate Allocation - Global No No 1.70
Capital Group Emerging Markets Local Currency Debt Fund (LUX) Bgd Global Emerging Markets Bond - Local Currency No No 1.62
Capital Group Japan Equity Fund (LUX) Bgd Japan Large-Cap Equity No No 1.65
Capital Group Japan Equity Fund (LUX) Bgdh-EUR Other Equity No No 1.71
Franklin U.S. Opportunities Fund W(acc)SGD US Large-Cap Growth Equity No Yes 0.90
Capital Group Global Intermediate Bond Fund (LUX) A7 Global Diversified Bond - USD Hedged No No 0.32
PIMCO GIS Asia Strategic Interest Bond Fund Institutional Class GBP (Hedged) Income Other Bond No No 0.65
PIMCO Asia High Yield Bond Fund Institutional AUD (Hedged) Income Other Bond No No 0.67
PIMCO Asia High Yield Bond Fund Institutional SGD (Hedged) Income Other Bond No No 0.67
PIMCO Asia High Yield Bond Fund Institutional GBP (Hedged) Accumulation Other Bond No No 0.67
PineBridge Global Funds - PineBridge Asian High Yield Total Return Bond Fund A5HD Other Bond No No 1.69
Lazard Global Convertibles Recovery Fund B Acc HKD Hedged Convertible Bond - Other No Yes 1.60
Lazard Global Convertibles Recovery Fund B Acc USD Convertible Bond - Global No Yes 1.60
Wellington Credit Income Fund SGD A M4 DiH Other Bond No 1.41
Wellington Credit Income Fund HKD A M4 Di Global Flexible Bond No 1.41
Wellington Credit Income Fund USD A M4 Di Global Flexible Bond No 1.41
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