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 European Growth and Income Fund (LUX) ZL Europe Large-Cap Blend Equity No No 0.70
Capital Group US High Yield Fund (LUX) ZLd USD High Yield Bond No 0.60
Az Fund 1 - Az Alternative - Capital Enhanced B EUR Inc Options Trading No No 1.10
Capital Group US High Yield Fund (LUX) Z GBP USD High Yield Bond No 0.80
Az Fund 1 - Az Alternative - Capital Enhanced A EUR Inc Options Trading No No 1.10
Allianz Global Investors Fund - Allianz Oriental Income AT (H2-CNY) Other Equity No No 1.85
Eastspring Investments - Global Dynamic Growth Equity Fund - C Global Large-Cap Growth Equity No Yes 0.90
AZ Fund 3 MENA Equity A USD Acc Africa & Middle East Equity No 2.40
Franklin Global Income Fund A (acc) USD USD Moderate Allocation No 1.60
Franklin Global Income Fund A (Mdis) USD USD Moderate Allocation No 1.60
Phillip Global Rising Yield Innovators Fund Class A Sector Equity Technology No Yes 2.09
Phillip Global Rising Yield Innovators Fund Class B Sector Equity Technology No Yes 1.84
Amundi-OCBC Momentum Fund AHA D Other Allocation No No 1.24
Amundi-OCBC Momentum Fund AHU D Other Allocation No No 1.24
Allianz Global Investors Fund - Allianz Income and Growth AT (HKD) USD Moderate Allocation No No 1.55
Amundi-OCBC Momentum Fund AS D Other Allocation No No 1.24
FTGF Brandywine Global Income Optimiser Fund Class A SGD Distributing (M) Plus Global Flexible Bond No 1.37
Allianz Global Investors Fund - Allianz Income and Growth BM (USD) USD Moderate Allocation No No 2.15
Allianz Global Investors Fund - Allianz Income and Growth BMg7 (USD) USD Moderate Allocation No No 2.15
Allianz Global Investors Fund - Allianz Income and Growth BT (USD) USD Moderate Allocation No No 2.15
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