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
Signature CIO Growth Fund AG HGD Acc GBP Allocation 60-80% Equity No No 1.52
BlackRock Global Funds - World Energy Fund D4 USD Sector Equity Energy No No 1.30
BlackRock Global Funds - World Energy Fund D4 EUR Sector Equity Energy No No 1.30
BlackRock Global Funds - US Basic Value Fund D4 GBP US Large-Cap Value Equity No No 1.07
Allianz Global Investors Fund - Allianz Best Styles Global Equity WT USD Global Large-Cap Blend Equity No No 0.51
Invesco Funds - Invesco Emerging Markets Equity Fund E Accumulation EUR Global Emerging Markets Equity No No 2.20
PIMCO GIS Low Duration Global Investment Grade Credit Fund Institutional SGD (Hedged) Accumulation Other Bond No No 0.49
HSBC Global Investment Funds - Strategic Duration and Income Bond AM2 Global Diversified Bond - USD Hedged No No 1.45
HSBC Global Investment Funds - Strategic Duration and Income Bond ACHSGD Other Bond No No 1.46
HSBC Global Investment Funds - Strategic Duration and Income Bond AM3HSGD Other Bond No No 1.46
Capital Group New Perspective Fund (LUX) Lgd SGD Global Large-Cap Growth Equity No Yes 0.53
Capital Group New Perspective Fund (LUX) Ld SGD Global Large-Cap Growth Equity No Yes 0.53
Capital Group New Perspective Fund (LUX) Ld CHF Global Large-Cap Growth Equity No Yes 0.53
Capital Group New Perspective Fund (LUX) Ld GBP Global Large-Cap Growth Equity No Yes 0.53
Capital Group New Perspective Fund (LUX) Ld EUR Global Large-Cap Growth Equity No Yes 0.53
Capital Group New Perspective Fund (LUX) L SGD Global Large-Cap Growth Equity No Yes 0.53
Capital Group New Perspective Fund (LUX) L CHF Global Large-Cap Growth Equity No Yes 0.53
Capital Group New Perspective Fund (LUX) L GBP Global Large-Cap Growth Equity No Yes 0.53
Capital Group New Perspective Fund (LUX) L EUR Global Large-Cap Growth Equity No Yes 0.53
Capital Group New Perspective Fund (LUX) Lh-EUR Global Large-Cap Growth Equity No Yes 0.54
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