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 New World Fund (LUX) Zd Global Emerging Markets Equity No Yes 1.00
Capital Group New World Fund (LUX) Z JPY Global Emerging Markets Equity No Yes 1.00
Capital Group New World Fund (LUX) Zgd Global Emerging Markets Equity No Yes 1.00
Fidelity Funds - Global Income Fund A-MINCOME(G)-HKD (hedged) Global Flexible Bond - USD Hedged No 1.33
HSBC Global Investment Funds - Global Bond AM2HKD Global Diversified Bond No No 0.99
HSBC Global Investment Funds - Global Bond AM2HKD USD Global Diversified Bond No No 0.99
Neuberger Berman Short Duration Emerging Market Debt Fund Class AUD A (Monthly) Distributing Other Bond No 1.08
New Capital Wealthy Nations Bond Fund HKD Ord Inc Global Emerging Markets Corporate Bond No 1.50
Schroder International Selection Fund Global Credit Income A Distribution USD MF Global Flexible Bond - USD Hedged No 1.39
Schroder International Selection Fund Global Credit Income A Accumulation EUR Hedged Global Flexible Bond - EUR Hedged No 1.42
Schroder International Selection Fund Global Credit Income A Distribution EUR Hedged QF Global Flexible Bond - EUR Hedged No 1.42
Schroder International Selection Fund Global Credit Income A Distribution HKD MF Global Flexible Bond - USD Hedged No 1.39
Schroder International Selection Fund Global Credit Income A Distribution AUD Hedged MFC Other Bond No 1.42
Schroder International Selection Fund Global Credit Income A Distribution GBP Hedged MF Global Flexible Bond - GBP Hedged No 1.42
Capital Group New World Fund (LUX) C JPY Global Emerging Markets Equity No Yes 0.20
Capital Group New World Fund (LUX) C GBP Global Emerging Markets Equity No Yes 0.20
Capital Group New World Fund (LUX) C CHF Global Emerging Markets Equity No Yes 0.20
Capital Group New World Fund (LUX) C EUR Global Emerging Markets Equity No Yes 0.20
Capital Group New World Fund (LUX) C Global Emerging Markets Equity No Yes 0.20
Fidelity Funds - Asia Pacific Strategic Income Fund A-MCDIST(G)-USD Asia Bond No 1.45
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