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
Barings Global Opportunities Umbrella Fund - Barings Global Balanced Fund Class I USD USD Moderate Allocation No Yes 0.80
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond WT (H2-EUR) Other Bond No 0.59
Capital Group Global Allocation Fund (LUX) A7 USD USD Moderate Allocation No No 0.50
Capital Group Global Corporate Bond Fund (LUX) ZL JPY Global Corporate Bond - USD Hedged No No 0.50
BlackRock Global Funds - Next Generation Technology Fund A2 EUR Sector Equity Technology No Yes 1.81
Allianz Pet and Animal Wellbeing WT EUR Other Equity No Yes 0.74
Capital Group New Perspective Fund (LUX) P CHF Global Large-Cap Growth Equity No Yes 0.69
Goldman Sachs Global Future Technology Leaders Equity Portfolio Other Currency Shares HKD Acc Sector Equity Technology No Yes 1.65
JPMorgan SAR Asian - Class B (acc) - USD Asia-Pacific ex-Japan Equity No No 0.00
JPMorgan SAR European - Class B (acc) - USD Europe Large-Cap Blend Equity No No 0.00
E Fund Unit Trust Fund - E Fund (HK) Short-Duration Bond Fund Class I (Accumulation) (HKD) Asia Bond No 0.63
JPMorgan SAR Japan - Class B (acc) - USD Japan Large-Cap Blend Equity No No 0.00
Eastspring Investments - China A Shares Growth Fund AH HKD China Equity - A Shares No No 1.80
Wellington Management Funds (Lux) III SICAV - Wellington Multi-Asset Income & Growth Fd SGD A M4 DiH Other Allocation No No 1.79
Wellington Management Funds (Lux) III SICAV - Wellington Multi-Asset Income & Growth Fd USD A M4 Di USD Cautious Allocation No No 1.79
Wellington Management Funds (Lux) III SICAV - Wellington Multi-Asset Income & Growth Fd HKD A M4 Di USD Cautious Allocation No No 1.79
Capital Group American Balanced Fund (LUX) C USD Moderate Allocation No No 0.20
Capital Group American Balanced Fund (LUX) Cgd USD Moderate Allocation No No 0.20
Allianz Pet and Animal Wellbeing AT SEK Other Equity No Yes 2.18
Capital Group Global Corporate Bond Fund (LUX) P Global Corporate Bond - USD Hedged No No 0.50
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