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 Income Fund AA HGD MD D AUD Inc Other Allocation No No 1.66
Capital Group Multi-Sector Income Fund (LUX) Pd GBP USD Flexible Bond No 0.50
Capital Group Multi-Sector Income Fund (LUX) P GBP USD Flexible Bond No 0.50
Capital Group Multi-Sector Income Fund (LUX) P EUR USD Flexible Bond No 0.50
Capital Group Multi-Sector Income Fund (LUX) P USD Flexible Bond No 0.50
Capital Group Multi-Sector Income Fund (LUX) Ph-EUR USD Flexible Bond No 0.60
Capital Group Multi-Sector Income Fund (LUX) Pdmh-CHF Other Bond No 0.60
Capital Group Multi-Sector Income Fund (LUX) Pd USD Flexible Bond No 0.50
Capital Group Multi-Sector Income Fund (LUX) Pdm USD Flexible Bond No 0.50
Capital Group Global Equity Fund (LUX) Z EUR Global Large-Cap Blend Equity No No 0.90
BlackRock Global Funds - Systematic Global Equity High Income Fund A2 JPY Hedged Acc Other Equity No No 1.80
Pictet - EUR Income Opportunities - J EUR EUR Flexible Bond No No 0.35
Dimensional Emerging Markets Large Cap Core Equity III Fund SGD Accumulating Global Emerging Markets Equity No No 0.40
Dimensional Global Core Fixed Income III Fund SGD Accumulating Other Bond No No 0.30
UBS (Lux) Bond Fund - Asia Flexible (USD) P-dist Asia Bond No 1.40
Signature CIO Income Fund AG HGD MD GBP Inc USD Moderate Allocation No No 1.67
Signature CIO Balanced Fund AU MD USD Inc USD Moderate Allocation No No 1.32
United Fixed Maturity Bond Fund 3 - Class A USD Dist Fixed Term Bond No No 0.65
United Asia Fund - Class Z USD Acc Asia ex-Japan Equity No No 0.00
Artemis Funds (Lux) - SmartGARP Global Emerging Markets Equity Class I Inc USD Global Emerging Markets Equity No No 0.96
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