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 Family HD1 CHF Other Equity No Yes 0.91
Pictet Family HD1 GBP Other Equity No Yes 0.91
PIMCO GIS Commodity Real Return Fund Institutional EUR Accumulation Commodities - Broad Basket No Yes 0.70
Fidelity Funds - Asian Bond Fund A-MCDIST(G)-HKD Asia Bond No No 1.04
Allianz Global Investors Fund - Allianz Asian Small Cap Equity RT15 USD Asia ex-Japan Small/Mid-Cap Equity No 0.59
Capital Group Global High Income Opportunities (LUX) Pgd EUR Global Flexible Bond No 0.70
Capital Group Global High Income Opportunities (LUX) Pgd GBP Global Flexible Bond No 0.70
Capital Group European Opportunities (LUX) C Europe Large-Cap Growth Equity No Yes 0.20
Capital Group Global Total Return Bond Fund (LUX) Ch-GBP Global Flexible Bond - GBP Hedged No 0.20
Amundi SMART Portfolio 2025 Class A USD Distribution Fixed Term Bond No No 0.89
Amundi SMART Portfolio 2025 Class A SGD Hedged Distribution Fixed Term Bond No No 0.89
Capital Group Global Total Return Bond Fund (LUX) A7 Global Flexible Bond No 0.40
Capital Group Emerging Markets Total Opportunities (LUX) Bgdh-EUR Global Emerging Markets Allocation No No 1.90
Capital Group Global High Income Opportunities (LUX) Bgdh-EUR Global Flexible Bond - EUR Hedged No 1.70
Capital Group Global Total Return Bond Fund (LUX) Ch-CHF Global Flexible Bond - CHF Hedged No 0.20
Capital Group Investment Company of America (LUX) Bgd US Large-Cap Blend Equity No Yes 1.70
Capital Group Investment Company of America (LUX) Bgdh-EUR Other Equity No Yes 1.70
Capital Group World Growth and Income (LUX) Bgd Global Large-Cap Blend Equity No No 1.70
Neuberger Berman InnovAsia Fund SGD A Accumulating Class - Hedged Other Equity No Yes 1.90
Capital Group Global Equity Fund (LUX) P Global Large-Cap Blend Equity No No 0.80
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