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 Capital Income Builder (LUX) Z USD Aggressive Allocation No No 0.90
Capital Group Capital Income Builder (LUX) Zdh-EUR EUR Aggressive Allocation - Global No No 0.97
Capital Group Capital Income Builder (LUX) Cd USD Aggressive Allocation No No 0.10
Capital Group Capital Income Builder (LUX) C GBP USD Aggressive Allocation No No 0.14
Capital Group Capital Income Builder (LUX) Bd GBP USD Aggressive Allocation No No 1.65
Capital Group Capital Income Builder (LUX) B EUR USD Aggressive Allocation No No 1.65
Capital Group Capital Income Builder (LUX) Z CHF USD Aggressive Allocation No No 0.90
Capital Group Capital Income Builder (LUX) Zd GBP USD Aggressive Allocation No No 0.90
Capital Group Capital Income Builder (LUX) Z EUR USD Aggressive Allocation No No 0.90
Capital Group Capital Income Builder (LUX) Bd EUR USD Aggressive Allocation No No 1.65
Capital Group Capital Income Builder (LUX) C CHF USD Aggressive Allocation No No 0.14
Capital Group Capital Income Builder (LUX) Z GBP USD Aggressive Allocation No No 0.90
BlackRock Global Funds - Next Generation Technology Fund D2 Sector Equity Technology No Yes 0.99
BlackRock Global Funds - Next Generation Technology Fund D2 EUR Hedged Other Equity No Yes 0.99
BlackRock Global Funds - Next Generation Technology Fund A2 EUR Hedged Other Equity No Yes 1.81
BlackRock Global Funds - Next Generation Technology Fund A2 SGD Hedged Other Equity No Yes 1.81
BlackRock Global Funds - Next Generation Technology Fund D2 GBP Hedged Other Equity No Yes 0.99
BlackRock Global Funds - Next Generation Technology Fund A2 Sector Equity Technology No Yes 1.81
T. Rowe Price Funds SICAV - Japanese Equity Fund Ah USD Other Equity No No 1.77
BGF Natural Resources Fund Class A2 EUR Hedged Other Equity No No 1.80
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