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 China A-Shares AT (H-USD) China Equity - A Shares No No 2.31
Allianz Global Investors Fund - Allianz China A-Shares ET (H-SGD) Other Equity No No 1.71
Allianz Global Investors Fund - Allianz China A-Shares ET (SGD) China Equity - A Shares No No 1.70
FSSA Global Emerging Markets Focus Fund Class I (Accumulation) SGD Global Emerging Markets Equity No Yes 1.45
FSSA China A Shares Fund I (Accumulation) USD China Equity - A Shares No No 2.00
Wellington Multi-Asset High Income Fund - AUD A M4 DisH Other Allocation No No 1.79
Wellington Multi-Asset High Income Fund - GBP A M4 DisH GBP Allocation 20-40% Equity No No 1.79
RAMS Investment Unit Trust - India Equities Portfolio Fund II A SGD Accumulation India Equity No No 1.89
Nikko AM Japan Dividend Equity Fund JPY Class Japan Flex-Cap Equity No Yes 1.68
Nikko AM Japan Dividend Equity Fund JPY Class B Japan Flex-Cap Equity No Yes 0.00
Capital Group Global Allocation Fund (LUX) P USD USD Moderate Allocation No No 0.75
Capital Group Capital Income Builder (LUX) Bfydm HKD USD Aggressive Allocation No No 1.70
Capital Group American Balanced Fund (LUX) Bfydm HKD USD Moderate Allocation No No 1.70
Capital Group New Perspective Fund (LUX) Pgd Global Large-Cap Growth Equity No Yes 0.69
Capital Group Capital Income Builder (LUX) Bfydmh-SGD Other Allocation No No 1.70
Capital Group Capital Income Builder (LUX) Bfydmh-GBP GBP Allocation 60-80% Equity No No 1.70
Capital Group Capital Income Builder (LUX) Bfydmh-EUR EUR Aggressive Allocation - Global No No 1.70
Capital Group Capital Income Builder (LUX) Bfydmh-CNH Other Allocation No No 1.70
Capital Group Capital Income Builder (LUX) Bfydmh-AUD Other Allocation No No 1.70
Capital Group Capital Income Builder (LUX) Bfydm USD Aggressive Allocation No No 1.70
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