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
Pictet TR - Lotus HI CHF Acc Event Driven No Yes 2.25
Pictet TR - Lotus HP CHF Acc Event Driven No Yes 3.23
Capital Group Global Corporate Bond Fund (LUX) Pdh-EUR Global Corporate Bond - EUR Hedged No No 0.60
Capital Group Global Corporate Bond Fund (LUX) Pdh-GBP Global Corporate Bond - GBP Hedged No No 0.60
BNP Paribas Global Bond Portfolio 2025 Classic RH EUR MD Acc Fixed Term Bond No No 0.66
Capital Group New Perspective Fund (LUX) Pd EUR Global Large-Cap Growth Equity No Yes 0.69
BNP Paribas Global Bond Portfolio 2025 Classic RH CNH MD Inc Fixed Term Bond No No 0.66
BNP Paribas Global Bond Portfolio 2025 Classic RH NZD MD Inc Fixed Term Bond No No 0.66
BNP Paribas Global Bond Portfolio 2025 Classic RH GBP MD Inc Fixed Term Bond No No 0.66
BNP Paribas Global Bond Portfolio 2025 Class Classic HKD Md Inc Fixed Term Bond No No 0.66
BNP Paribas Global Bond Portfolio 2025 Class Classic Rh AUD Md Inc Fixed Term Bond No No 0.66
BNP Paribas Global Bond Portfolio 2025 Classic USD Acc Fixed Term Bond No No 0.66
Fidelity Funds - Global Short Duration Income Fund A-MCDIST G-EUR Global Flexible Bond No 1.07
Fidelity Funds - Global Short Duration Income Fund A-MCDIST G-GBP Global Flexible Bond No 1.07
Fidelity Funds - Global Short Duration Income Fund A-MCDIST G-HKD Global Flexible Bond No 1.08
Fidelity Funds - Global Short Duration Income Fund A-MCDIST G-SGD Global Flexible Bond No 1.07
Fidelity Funds - Global Short Duration Income Fund A-MCDIST G-USD Global Flexible Bond No 1.08
Capital Group New Perspective Fund (LUX) Bh-CNH Other Equity No Yes 1.60
Nikko AM Japan Dividend Equity Fund USD Class Japan Large-Cap Value Equity No No 1.68
Fidelity Funds - Global Short Duration Income Fund Y-MCDIST G-EUR Global Flexible Bond No 0.64
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