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 Global Bond Fund (LUX) Ch-JPY Other Bond No No 0.20
BlackRock Global Funds - US Basic Value Fund A2 CHN Hedged Other Equity No No 1.82
BlackRock Global Funds - Fixed Income Global Opportunities Fund D4 EUR Hedged Global Flexible Bond - EUR Hedged No 0.72
Capital Group New Perspective Fund (LUX) ZLh-CHF Other Equity No Yes 0.70
BlackRock Global Funds - US Flexible Equity Fund A2 CHN Hedged Other Equity No Yes 1.81
BlackRock Global Funds - European Value Fund A2 CHN Hedged Other Equity No Yes 1.82
Fidelity Funds - Asia Pacific Strategic Income Fund A-MINCOME(G)-HKD (hedged) Other Bond No 1.45
Neuberger Berman Short Duration Emerging Market Debt Fund Class CAD A (Monthly) Distributing Other Bond No 1.08
Franklin NextStep Moderate Fund A(Acc)USD USD Moderate Allocation No No 1.75
Invesco Funds - Invesco Euro Equity Fund C (USD Hedged) Accumulation USD Other Equity No No 1.08
Capital Group New Perspective Fund (LUX) A7 Global Large-Cap Growth Equity No Yes 0.50
Capital Group New Perspective Fund (LUX) A4 Global Large-Cap Growth Equity No Yes 0.60
Fidelity Funds - Asia Pacific Strategic Income Fund A-MINCOME(G)-USD Asia High Yield Bond No 1.45
Neuberger Berman Emerging Market Debt Blend Fund EUR A Accumulating Class - Hedged Global Emerging Markets Bond - EUR Hedged No No 1.59
Franklin NextStep Moderate Fund A(Mdis)USD USD Moderate Allocation No No 1.75
Invesco Funds - Invesco Euro Equity Fund A (USD Hedged) Accumulation USD Other Equity No No 1.68
Fidelity Funds - Asia Pacific Strategic Income Fund Y-DIST-USD Asia High Yield Bond No 0.95
Da Cheng Overseas China Concept Fund A USD China Equity No No 3.00
Da Cheng Overseas China Concept Fund A HKD China Equity No No 3.00
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond WM USD Asia High Yield Bond No No 0.58
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