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
BOC-Prudential North America Index Fund Retail Class (HKD) Units US Large-Cap Blend Equity No No 0.78
HSBC European Index Fund Institutional Income Europe ex-UK Equity No No 0.03
Capital Group Emerging Markets Debt Fund (LUX) A4h-EUR Global Emerging Markets Bond - EUR Hedged No No 0.60
BOC-Prudential North America Index Fund Retail Class (RMB) Units US Large-Cap Blend Equity No No 0.78
Schroder China Equity Alpha Fund A Accumulation HKD China Equity - A Shares No No 1.90
Schroder China Equity Alpha Fund A Accumulation RMB China Equity - A Shares No No 1.91
Schroder International Selection Fund Japanese Equity A Accumulation USD Japan Large-Cap Blend Equity No Yes 1.60
Neuberger Berman US Real Estate Securities Fund AUD A (Monthly) Distributing Class - Hedged Property - Indirect Other No Yes 1.74
PIMCO GIS Global Investment Grade Credit Fund Institutional USD (Currency Exposure) Income Global Corporate Bond - USD Hedged No No 0.49
BlackRock Global Funds - Euro Bond Fund D4 GBP Hedged Other Bond No 0.59
Neuberger Berman US Real Estate Securities Fund HKD A (Monthly) Distributing Class - Hedged Property - Indirect Other No Yes 1.74
Allianz Global Investors Fund - Allianz Best Styles Global Equity CT EUR Global Large-Cap Blend Equity No No 1.85
Allianz Global Investors Fund - Allianz Best Styles Global Equity PT EUR Global Large-Cap Blend Equity No No 0.75
Capital Group Global Bond Fund (LUX) B USD Global Diversified Bond No No 1.10
Capital Group Euro Bond Fund (LUX) C CHF EUR Diversified Bond No No 0.10
Capital Group Euro Bond Fund (LUX) B CHF EUR Diversified Bond No No 1.10
HSBC Global Investment Funds - Global Bond AD SGD Global Diversified Bond No No 0.99
Capital Group Euro Bond Fund (LUX) B USD EUR Diversified Bond No No 1.10
Capital Group Global Bond Fund (LUX) C JPY Global Diversified Bond No No 0.10
Capital Group Global Bond Fund (LUX) C USD Global Diversified Bond No No 0.10
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