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
Capital Group Investment Company of America (LUX) Bgd EUR US Large-Cap Blend Equity No Yes 1.70
Capital Group World Growth and Income (LUX) Bgd EUR Global Large-Cap Blend Equity No No 1.70
Capital Group Global High Income Opportunities (LUX) ZL JPY Global Flexible Bond No 0.60
Capital Group Global Total Return Bond Fund (LUX) ZL JPY Global Flexible Bond No 0.50
Capital Group Global High Income Opportunities (LUX) P Global Flexible Bond No 0.70
HSBC Global Investment Funds - Asia Bond AM2 GBP Asia Bond No No 1.38
HSBC Global Investment Funds - Asia Bond AM2 SGD Asia Bond No No 1.38
HSBC Global Investment Funds - Asia Bond AM2 EUR Asia Bond No No 1.38
HSBC Global Investment Funds - Asia Bond AM2 Asia Bond No No 1.38
HSBC Global Investment Funds - Asia Bond AM2 HKD Asia Bond No No 1.38
Allianz Global Investors Fund - Allianz Select Income and Growth AM USD USD Moderate Allocation No Yes 1.55
Allianz Global Investors Fund - Allianz Select Income and Growth AM H2 SGD Other Allocation No Yes 1.55
Allianz Global Investors Fund - Allianz Select Income and Growth AM H2 AUD Other Allocation No Yes 1.55
Allianz Global Investors Fund - Allianz Select Income and Growth AM H2 GBP GBP Allocation 40-60% Equity No Yes 1.55
BlackRock Global Funds - Systematic Global Equity High Income Fund A6 SGD Hedged Inc Other Equity No Yes 1.81
Fidelity Enhanced Reserve Fund A-Mincome(G) RMB Hedged Other Bond No No 0.63
Schroder International Selection Fund Inflation Plus A Accumulation USD Hedged USD Flexible Allocation No 1.87
Schroder International Selection Fund Inflation Plus C Accumulation USD Hedged USD Flexible Allocation No 1.01
PIMCO GIS Commodity Real Return Fund E Class SGD (Hedged) Accumulation Commodities - Broad Basket No Yes 1.60
Allianz Global Investors Fund - Allianz Asian Small Cap Equity A EUR Asia ex-Japan Small/Mid-Cap Equity No 2.10
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