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 Short Duration Income Fund A-MCDIST G-HKD Global Flexible Bond No 1.07
Fidelity Funds - Global Short Duration Income Fund A-MCDIST G-SGD Global Flexible Bond No 1.08
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 1.65
Nikko AM Japan Dividend Equity Fund USD Class Japan Flex-Cap Equity No Yes 1.69
Capital Group World Dividend Growers (LUX) ZLd CHF Global Equity Income No No 0.68
Fidelity Funds - Global Short Duration Income Fund Y-MCDIST G-EUR Global Flexible Bond No 0.64
Fidelity Funds - Global Short Duration Income Fund Y-MCDIST G-USD Global Flexible Bond No 0.64
Capital Group New Economy Fund (LUX) ZLd Global Large-Cap Growth Equity No Yes 0.68
Capital Group Emerging Markets Growth Fund (LUX) B SGD Global Emerging Markets Equity No Yes 1.91
Capital Group Global Allocation Fund (LUX) ZLd CHF USD Moderate Allocation No No 0.68
Allianz Global Investors Fund - Allianz American Income AM (H2-JPY) Other Bond No 1.33
Pictet-Emerging Corporate Bonds D USD Global Emerging Markets Corporate Bond No No 0.95
Pictet-Emerging Local Currency Debt D USD Global Emerging Markets Bond - Local Currency No 0.89
Pictet-Short Term Emerging Corporate Bonds D USD Global Emerging Markets Corporate Bond No No 0.80
Fidelity Funds - Global Short Duration Income Fund Y-MCDIST G-GBP USD Hedged Global Flexible Bond - GBP Hedged No 0.66
Schroder Short Duration Bond USD A Dis Asia Bond No No 0.52
Schroder Short Duration Bond SGD Hedged A Dis Other Bond No No 0.52
Schroder Asian Investment Grade Credit Class USD Hedged A Dis Asia Bond No No 0.98
AMSelect - Janus Henderson Europe Equity Classic Capitalisation EUR Europe Large-Cap Blend Equity No No 1.49
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