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
Templeton Euroland Fund A (Ydis) USD Eurozone Large-Cap Equity No Yes 1.84
Templeton Euroland Fund A (Acc) USD Eurozone Large-Cap Equity No Yes 1.84
Capital Group New Perspective Fund (LUX) Bh-AUD Other Equity No Yes 1.70
Invesco Global Multi Income Allocation Fund Class C USD Accumulation USD Moderate Allocation No No 0.75
Schroder International Selection Fund Global Credit Income A Accumulation GBP Hedged Global Flexible Bond - GBP Hedged No 1.42
Schroder International Selection Fund Global Credit Income A Accumulation AUD Hedged Other Bond No 1.42
Capital Group Capital Income Builder (LUX) B USD Aggressive Allocation No No 1.65
Capital Group Capital Income Builder (LUX) C USD Aggressive Allocation No No 0.14
Capital Group Capital Income Builder (LUX) Bdh-GBP GBP Allocation 60-80% Equity No No 1.72
Capital Group Capital Income Builder (LUX) Bd USD Aggressive Allocation No No 1.65
Capital Group Capital Income Builder (LUX) Zd USD Aggressive Allocation No No 0.90
Capital Group Capital Income Builder (LUX) Z USD Aggressive Allocation No No 0.90
Capital Group Capital Income Builder (LUX) Zdh-EUR EUR Aggressive Allocation - Global No No 0.97
Capital Group Capital Income Builder (LUX) Cd USD Aggressive Allocation No No 0.10
Capital Group Capital Income Builder (LUX) C GBP USD Aggressive Allocation No No 0.14
Capital Group Capital Income Builder (LUX) Bd GBP USD Aggressive Allocation No No 1.65
Capital Group Capital Income Builder (LUX) B EUR USD Aggressive Allocation No No 1.65
Capital Group Capital Income Builder (LUX) Z CHF USD Aggressive Allocation No No 0.90
Capital Group Capital Income Builder (LUX) Zd GBP USD Aggressive Allocation No No 0.90
Capital Group Capital Income Builder (LUX) Z EUR USD Aggressive Allocation No No 0.90
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