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) ZL Global Emerging Markets Bond No No 0.60
Capital Group Global Allocation Fund (LUX) ZLh-EUR EUR Moderate Allocation - Global No No 0.70
Capital Group Japan Equity Fund (LUX) ZLh-EUR Other Equity No No 0.70
Capital Group Japan Equity Fund (LUX) ZLh-USD Other Equity No No 0.70
Capital Group New World Fund (LUX) ZL Global Emerging Markets Equity No Yes 0.80
Capital Group Emerging Markets Local Currency Debt Fund (LUX) A11d Global Emerging Markets Bond - Local Currency No No 0.40
Capital Group Japan Equity Fund (LUX) Pdh-EUR Other Equity No No 0.80
Capital Group Japan Equity Fund (LUX) Pdh-GBP Other Equity No No 0.81
Capital Group Japan Equity Fund (LUX) Pdh-USD Other Equity No No 0.80
T. Rowe Price Funds SICAV - Multi-Asset Global Income Fund A USD Flexible Allocation No No 1.37
T. Rowe Price Funds SICAV - Multi-Asset Global Income Fund Ax USD Flexible Allocation No No 1.37
T. Rowe Price Funds SICAV - Multi-Asset Global Income Fund Q USD Flexible Allocation No No 0.74
JPM China Bond Opportunities A (irc) - RMB (hedged) China Bond No No 1.21
AB SICAV I - China A Shares Equity Portfolio A HKD H Acc Other Equity No No 1.97
AB SICAV I - China A Shares Equity Portfolio AD HKD H Inc Other Equity No No 1.97
AB SICAV I - China A Shares Equity Portfolio I USD H Acc Other Equity No No 1.17
AB SICAV I - China A Shares Equity Portfolio A USD H Acc Other Equity No No 1.97
AB SICAV I - China A Shares Equity Portfolio AD USD H Inc Other Equity No No 1.97
Matthews Asia Funds - China Discovery Fund I GBP Acc Greater China Equity No No 1.25
Matthews Asia Funds -Pacific Tiger Fund I JPY Acc Asia ex-Japan Equity No Yes 0.90
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