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
JPM Europe Small Cap A (acc) - USD (hedged) Other Equity No Yes 1.81
Capital Group New Perspective Fund (LUX) Zh-CHF Other Equity No Yes 0.90
Capital Group New Perspective Fund (LUX) C Global Large-Cap Growth Equity No Yes 0.10
Neuberger Berman Asia Responsible Transition Bond Fund USD A Monthly Distributing Class Asia Bond No No 1.35
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg (H2-GBP) Other Bond No No 1.55
Capital Group New Perspective Fund (LUX) Bd Global Large-Cap Growth Equity No Yes 1.60
Capital Group New Perspective Fund (LUX) B Global Large-Cap Growth Equity No Yes 1.60
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg (H2-SGD) Other Bond No No 1.55
Capital Group New Perspective Fund (LUX) Bh-EUR Other Equity No Yes 1.60
Capital Group New Perspective Fund (LUX) Zd Global Large-Cap Growth Equity No Yes 0.80
Allianz Global Investors Fund - Allianz European Equity Dividend AT (H2-CZK) Other Equity No No 1.85
Capital Group New Perspective Fund (LUX) Bh-GBP Other Equity No Yes 1.60
Capital Group New Perspective Fund (LUX) Zgd Global Large-Cap Growth Equity No Yes 0.80
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg (H2-CAD) Other Bond No No 1.55
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg (H2-NZD) Other Bond No No 1.55
Capital Group New Perspective Fund (LUX) Bh-SGD Other Equity No Yes 1.70
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg (H2-RMB) Other Bond No No 1.55
Capital Group New Perspective Fund (LUX) Bgd Global Large-Cap Growth Equity No Yes 1.60
Allianz Global Investors Fund - Allianz Europe Equity Growth Select AT (H2-CZK) Other Equity No Yes 1.85
Capital Group New Perspective Fund (LUX) Bh-CHF Other Equity No Yes 1.70
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