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 American Balanced Fund (LUX) Bfydmh-SGD Other Allocation No No 1.70
Capital Group American Balanced Fund (LUX) Bfydmh-GBP GBP Allocation 40-60% Equity No No 1.70
Capital Group American Balanced Fund (LUX) Bfydmh-EUR EUR Moderate Allocation - Global No No 1.70
Capital Group American Balanced Fund (LUX) Bfydmh-CNH Other Allocation No No 1.70
Capital Group American Balanced Fund (LUX) Bfydmh-AUD Other Allocation No No 1.70
Capital Group American Balanced Fund (LUX) Bfydm USD Moderate Allocation No No 1.70
AB - American Growth Portfolio A EUR Acc US Large-Cap Growth Equity No Yes 1.73
AB - American Growth Portfolio C EUR Acc US Large-Cap Growth Equity No Yes 2.18
AB - American Growth Portfolio I EUR Acc US Large-Cap Growth Equity No Yes 0.93
AB - Eurozone Equity Portfolio AX USD Acc Eurozone Large-Cap Equity No No 1.83
AB - Eurozone Equity Portfolio BX USD Acc Eurozone Large-Cap Equity No No 2.83
AB - Global Real Estate Securities Portfolio A EUR Acc Property - Indirect Global No Yes 1.85
Allianz Global Investors Fund - Allianz Best Styles Global Equity W20 (H-EUR) Other Equity No No 0.51
T. Rowe Price Funds SICAV - US All-Cap Opportunities Equity Fund A USD US Flex-Cap Equity No Yes 1.77
HSBC Collective Investment Trust - HSBC Global Diversified Real Return Fund ZC-USD USD Moderate Allocation No No 0.00
HSBC GLOBAL INVESTMENT FUNDS - GLOBAL INFRASTRUCTURE EQUITY AM2 Sector Equity Infrastructure No No 1.85
Signature CIO Conservative Fund AU C USD Acc USD Flexible Bond No 1.24
Signature CIO Growth Fund AU C USD Acc USD Aggressive Allocation No No 1.30
Signature CIO Conservative Fund AHK C HKD Acc USD Flexible Bond No 1.24
Signature CIO Growth Fund AS HGD C SGD Acc Other Allocation No No 1.32
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