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 Emerging Markets Debt Fund (LUX) Z CHF Global Emerging Markets Bond No No 0.90
Capital Group Japan Equity Fund (LUX) Zd JPY Japan Large-Cap Growth Equity No No 0.90
Capital Group Global Bond Fund (LUX) Z CHF Global Diversified Bond No No 0.60
Capital Group Euro Bond Fund (LUX) Z CHF EUR Diversified Bond No No 0.60
Capital Group Global Allocation Fund (LUX) C USD USD Moderate Allocation No No 0.10
Capital Group Global Allocation Fund (LUX) C GBP USD Moderate Allocation No No 0.10
Capital Group Euro Bond Fund (LUX) Zd CHF EUR Diversified Bond No No 0.60
Capital Group Global Allocation Fund (LUX) Zgd USD USD Moderate Allocation No No 0.90
Capital Group Global Allocation Fund (LUX) Z USD USD Moderate Allocation No No 0.90
Capital Group Euro Bond Fund (LUX) Zd USD EUR Diversified Bond No No 0.60
Capital Group Emerging Markets Debt Fund (LUX) Zd CHF Global Emerging Markets Bond No No 0.90
Capital Group Japan Equity Fund (LUX) Zd CHF Japan Large-Cap Growth Equity No No 0.90
Capital Group Global Allocation Fund (LUX) C JPY USD Moderate Allocation No No 0.10
Capital Group Global Allocation Fund (LUX) C CHF USD Moderate Allocation No No 0.10
Capital Group Global Allocation Fund (LUX) Z CHF USD Moderate Allocation No No 0.90
Capital Group Global Allocation Fund (LUX) B USD USD Moderate Allocation No No 1.70
HSBC Global Investment Funds - Global Emerging Markets Bond AM2HKD USD Global Emerging Markets Bond No 1.60
HSBC Global Investment Funds - Indian Equity ADHKD USD India Equity No No 1.90
HSBC Global Investment Funds - Brazil Equity ADHKD USD Brazil Equity No No 2.14
HSBC Portfolios - World Selection 2 AC SGD USD Moderate Allocation No No 1.23
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