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
Allianz Global Investors Fund - Allianz Global Artificial Intelligence ET (H2-SGD) Other Equity No Yes 1.70
Capital Group New Perspective Fund (LUX) Bgdh-EUR Other Equity No Yes 1.60
Wellington Credit Income Fund SGD A M4 DiH Other Bond No 1.41
Wellington Credit Income Fund HKD A M4 Di Global Flexible Bond No 1.41
Wellington Credit Income Fund USD A M4 Di Global Flexible Bond No 1.41
Allianz Pet and Animal Wellbeing RT H2 EUR Other Equity No Yes 1.23
Schroder International Selection Fund Global Equity Alpha A Distribution EUR Global Large-Cap Blend Equity No Yes 1.83
Da Cheng Overseas China Concept Fund A RMB Hedged Other Equity No No 2.40
Da Cheng Overseas China Concept Fund A RMB China Equity No No 2.39
Capital Group Capital Income Builder (LUX) Bfdmh-GBP GBP Allocation 60-80% Equity No No 1.72
Capital Group Capital Income Builder (LUX) Bfdmh-SGD Other Allocation No No 1.72
Capital Group Capital Income Builder (LUX) Zdh-GBP GBP Allocation 60-80% Equity No No 0.97
Capital Group Euro Bond Fund (LUX) Ch-USD Other Bond No No 0.20
Capital Group New Economy Fund (LUX) C JPY Global Large-Cap Growth Equity No Yes 0.12
Capital Group New Economy Fund (LUX) ZL JPY Global Large-Cap Growth Equity No Yes 0.70
Schroder Capital Stable Fund A Accumulation HKD USD Cautious Allocation No No 1.17
Schroder Growth Fund A Accumulation HKD USD Aggressive Allocation No Yes 1.69
Barings Global Opportunities Umbrella Fund - Barings Global Balanced Fund Class A USD Acc USD Moderate Allocation No Yes 1.45
Barings Global Opportunities Umbrella Fund - Barings Global Balanced Fund Class A USD Inc USD Moderate Allocation No Yes 1.45
Wellington US Quality Growth Fund SGD A AcH Other Equity No Yes 1.96
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