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 Capital Income Builder (LUX) Bd EUR USD Aggressive Allocation No No 1.65
Capital Group Capital Income Builder (LUX) C CHF USD Aggressive Allocation No No 0.14
Capital Group Capital Income Builder (LUX) Z GBP USD Aggressive Allocation No No 0.90
BlackRock Global Funds - Next Generation Technology Fund D2 Sector Equity Technology No Yes 0.99
BlackRock Global Funds - Next Generation Technology Fund D2 EUR Hedged Other Equity No Yes 0.99
BlackRock Global Funds - Next Generation Technology Fund A2 EUR Hedged Other Equity No Yes 1.81
BlackRock Global Funds - Next Generation Technology Fund A2 SGD Hedged Other Equity No Yes 1.81
BlackRock Global Funds - Next Generation Technology Fund D2 GBP Hedged Other Equity No Yes 0.99
BlackRock Global Funds - Next Generation Technology Fund A2 Sector Equity Technology No Yes 1.81
T. Rowe Price Funds SICAV - Japanese Equity Fund Ah USD Other Equity No No 1.77
BGF Natural Resources Fund Class A2 EUR Hedged Other Equity No No 1.82
BGF Natural Resources Fund Class D2 EUR Hedged Other Equity No No 1.07
Neuberger Berman Next Generation Mobility Fund USD A Accumulating Class Sector Equity Technology No Yes 1.90
Allianz Global Investors Fund - Allianz Global Equity Unconstrained WT EUR Global Large-Cap Growth Equity No Yes 0.74
UBS (HK) Fund Series - Systematic Allocation Portfolio Medium Classic (USD) Class A USD-acc USD Flexible Allocation No 1.76
UBS (HK) Fund Series - Systematic Allocation Portfolio Medium Classic (USD) Class K-1 USD-6%-mdist USD Flexible Allocation No 1.28
UBS (HK) Fund Series - Systematic Allocation Portfolio Medium Classic (USD) Class K-1 USD-acc USD Flexible Allocation No 1.27
UBS (HK) Fund Series - Systematic Allocation Portfolio Medium Classic (USD) Class A HKD-6%-mdist USD Flexible Allocation No 1.76
UBS (HK) Fund Series - Systematic Allocation Portfolio Medium Classic (USD) Class K-1 HKD-acc USD Flexible Allocation No 1.27
UBS (HK) Fund Series - Systematic Allocation Portfolio Medium Classic (USD) Class A HKD-acc USD Flexible Allocation No 1.75
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