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) ZL CHF Global Large-Cap Growth Equity No Yes 0.60
Capital Group New Perspective Fund (LUX) ZL GBP Global Large-Cap Growth Equity No Yes 0.60
Capital Group New Perspective Fund (LUX) ZL SGD Global Large-Cap Growth Equity No Yes 0.60
Capital Group New Perspective Fund (LUX) A4 EUR Global Large-Cap Growth Equity No Yes 0.60
Capital Group New Perspective Fund (LUX) A4 CHF Global Large-Cap Growth Equity No Yes 0.60
Capital Group New Perspective Fund (LUX) ZLd SGD Global Large-Cap Growth Equity No Yes 0.60
Capital Group New Perspective Fund (LUX) ZL EUR Global Large-Cap Growth Equity No Yes 0.60
Capital Group New Perspective Fund (LUX) ZLgd SGD Global Large-Cap Growth Equity No Yes 0.60
Capital Group New Perspective Fund (LUX) ZLd CHF Global Large-Cap Growth Equity No Yes 0.60
Allianz Global Investors Fund - Allianz Europe Equity Growth A EUR Europe Large-Cap Growth Equity No Yes 1.85
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A2 Global Emerging Markets Bond - Local Currency No No 1.27
Allianz Global Investors Fund - Allianz Europe Equity Growth AT EUR Europe Large-Cap Growth Equity No Yes 1.85
Jupiter Financial Innovation Class L GBP A Inc Sector Equity Financial Services No Yes 1.73
FSSA Asian Equity Plus Fund Class I (Distributing) USD Asia-Pacific ex-Japan Equity No Yes 1.55
Schroder International Selection Fund Global Energy A1 Accumulation EUR Sector Equity Energy No No 2.35
BNP Paribas Funds Brazil Equity Classic Capitalisation Brazil Equity No No 2.23
BlackRock Global Funds - Global Allocation Fund A2 GBP Hedged GBP Allocation 40-60% Equity No No 1.77
FTGF Brandywine Global Fixed Income Fund Class A US$ Accumulating Global Government Bond - USD Hedged No 1.50
BlackRock Global Funds - Japan Flexible Equity Fund A4 GBP Japan Large-Cap Equity No Yes 1.82
BlackRock Global Funds - World Mining Fund D2 Sector Equity Natural Resources No No 1.32
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