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) 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
Capital Group New Perspective Fund (LUX) Zh-GBP Other Equity No Yes 0.90
First Sentier Global Listed Infrastructure Fund Class I (Accumulation) EUR Sector Equity Infrastructure No No 1.58
Capital Group New Perspective Fund (LUX) Z Global Large-Cap Growth Equity No Yes 0.80
PIMCO GIS Global Investment Grade Credit Fund Institutional SGD (Hedged) Income Other Bond No 0.50
JPMorgan SAR American - Class C (acc) - USD US Large-Cap Blend Equity No No 0.00
Neuberger Berman US Real Estate Securities Fund USD A (Monthly) Distributing Class Property - Indirect North America No Yes 1.74
Allianz Global Investors Fund - Allianz Flexi Asia Bond AMg USD Asia Bond No 1.55
Allianz Global Investors Fund - Allianz European Equity Dividend AMg (H2-USD) Other Equity No No 1.85
Allianz Global Investors Fund - Allianz European Equity Dividend IT (H2-USD) Other Equity No No 0.96
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg (H2-EUR) Other Bond No No 1.55
Matthews Asia Funds - Asia Ex Japan Total Return Equity Fund A USD Acc Asia ex-Japan Equity No Yes 1.80
Matthews Asia Funds - Asia Ex Japan Total Return Equity Fund I USD Acc Asia ex-Japan Equity No Yes 0.90
FTGF Western Asset Asian Opportunities Fund Class A HKD Distributing (M) Plus Asia Bond - Local Currency No 1.40
Franklin Japan Fund A(acc)USD-H1 Other Equity No Yes 1.85
MFS Meridian Funds - Emerging Markets Debt Fund W1 EUR Global Emerging Markets Bond No 0.90
Matthews Asia Funds - Asia Ex Japan Total Return Equity Fund I GBP Acc Asia ex-Japan Equity No Yes 0.90
Jupiter Financial Innovation L USD Hsc Acc Other Equity No Yes 1.73
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