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 Perspective Fund (LUX) P Global Large-Cap Growth Equity No Yes 0.69
FSSA Global Emerging Markets Focus Fund Class I (Accumulation) USD Global Emerging Markets Equity No Yes 1.45
Allianz Global Investors Fund - Allianz China A Shares PT GBP China Equity - A Shares No No 1.33
Capital Group Euro Bond Fund (LUX) P EUR Diversified Bond No No 0.50
FSSA Asian Equity Plus Fund Class I Hedged N (Accumulation) AUD Other Equity No Yes 1.83
JPMorgan Funds - China Bond Opportunities A (acc) - USD China Bond No No 1.21
JPMorgan Funds - China Bond Opportunities A (mth) - USD China Bond No No 1.21
JPMorgan Funds - China Bond Opportunities A (mth) - HKD China Bond No No 1.21
FSSA Asian Equity Plus Fund Class I (Accumulation) HKD Asia-Pacific ex-Japan Equity No Yes 1.66
Allianz Global Investors Choice Fund - Allianz Choice Capital Stable Fund Ordinary I Other Allocation No Yes 0.00
BlackRock Global Funds - Japan Flexible Equity Fund D2 Japan Large-Cap Blend Equity No Yes 1.06
BlackRock Global Funds - Global Allocation Fund D4 USD Moderate Allocation No No 1.02
Capital Group Capital Income Builder (LUX) ZL USD Aggressive Allocation No No 0.68
Capital Group Emerging Markets Local Currency Debt Fund (LUX) ZL Global Emerging Markets Bond - Local Currency No No 0.60
Capital Group Global Bond Fund (LUX) ZL Global Diversified Bond No No 0.50
Capital Group Global Corporate Bond Fund (LUX) ZL Global Corporate Bond - USD Hedged No No 0.50
Capital Group Capital Income Builder (LUX) ZLd GBP USD Aggressive Allocation No No 0.68
Capital Group Japan Equity Fund (LUX) ZL JPY Japan Large-Cap Growth Equity No No 0.70
Capital Group Capital Income Builder (LUX) ZLd USD Aggressive Allocation No No 0.68
Capital Group Emerging Markets Debt Fund (LUX) ZLd Global Emerging Markets Bond No No 0.60
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