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 Global High Income Opportunities (LUX) Bfdmh-AUD Other Bond No 1.70
Eastspring Investments - Global Dynamic Growth Equity Fund - A Global Large-Cap Growth Equity No Yes 1.80
HSBC Collective Investment Trust - HSBC China Multi-Asset Income Fund AM3O-SGD Other Allocation No Yes 1.72
Dimensional Pacific Basin Small Companies Fund SGD Accumulation Asia-Pacific Equity No No 0.50
Allianz Global Investors Fund - Allianz Income and Growth AM H2 JPY Other Allocation No No 1.55
JPMorgan Funds - Emerging Europe Equity Fund A (dist) - USD Other Equity No No 1.80
AB - Select US Equity Portfolio W EUR Acc US Large-Cap Blend Equity No No 0.62
Magna Umbrella Fund plc - Magna New Frontiers Fund S Inc GBP Global Frontier Markets Equity No 1.41
Magna Umbrella Fund plc - Magna New Frontiers Fund S Inc USD Global Frontier Markets Equity No 1.41
Janus Henderson Horizon Biotechnology Fund A2 USD Sector Equity Biotechnology No Yes 3.37
Diversified Growth Company QIC GCC Equity Fund C GBP Cap Africa & Middle East Equity No No 1.53
Capital Group US High Yield Fund (LUX) C USD High Yield Bond No 0.10
Capital Group US High Yield Fund (LUX) A4 USD High Yield Bond No 0.40
Capital Group Global High Income Opportunities (LUX) A9 Global Flexible Bond No 0.40
Capital Group US High Yield Fund (LUX) A4h-CHF Other Bond No 0.50
Templeton Global Total Return Fund S(acc)CHF-H1 Global Flexible Bond - CHF Hedged No Yes 0.54
Templeton Global Total Return Fund S(Mdis)EUR Global Flexible Bond No Yes 0.54
Templeton Global Total Return Fund S(Mdis)USD Global Flexible Bond No Yes 0.54
AB - Emerging Markets Multi-Asset Portfolio AD RMB H Inc Other Allocation No No 1.88
Capital Group Global High Income Opportunities (LUX) Bfdmh-CNH Other Bond No 1.70
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