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
Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund R/A (USD) US Large-Cap Growth Equity No Yes 1.80
Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund S1/A (USD) US Large-Cap Growth Equity No Yes 0.61
Capital Group Investment Company of America (LUX) Zd US Large-Cap Blend Equity No Yes 0.80
Capital Group Investment Company of America (LUX) Bd US Large-Cap Blend Equity No Yes 1.65
Capital Group Investment Company of America (LUX) Bh-EUR Other Equity No Yes 1.72
Capital Group Investment Company of America (LUX) C US Large-Cap Blend Equity No Yes 0.15
Capital Group Investment Company of America (LUX) Zgdh-GBP Other Equity No Yes 0.87
Capital Group Investment Company of America (LUX) Zgd US Large-Cap Blend Equity No Yes 0.80
Capital Group Investment Company of America (LUX) B US Large-Cap Blend Equity No Yes 1.65
Capital Group Investment Company of America (LUX) A4 US Large-Cap Blend Equity No Yes 0.46
Fidelity Funds - Asian Bond Fund A-MINCOME(G)-SGD (hedged) Other Bond No No 1.05
Capital Group Investment Company of America (LUX) Z US Large-Cap Blend Equity No Yes 0.80
BlackRock Global Funds - Global Multi-Asset Income Fund A5G USD USD Moderate Allocation No 1.80
BlackRock Global Funds - Global Corporate Bond Fund A6 SGD Hedged Other Bond No No 1.10
UBS (Lux) Key Selection SICAV - Asia Allocation Opportunity (USD) (CHF hedged) P-acc Other Allocation No No 1.67
Capital Group Investment Company of America (LUX) Zdh-GBP Other Equity No Yes 0.87
Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund I/A (USD) US Large-Cap Growth Equity No Yes 1.01
Capital Group Investment Company of America (LUX) Zh-EUR Other Equity No Yes 0.87
Schroder International Selection Fund Global Corporate Bond A Distribution USD MV Global Corporate Bond - USD Hedged No No 1.03
Templeton Global Balanced Fund A(Qdis)USD USD Moderate Allocation No No 1.64
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