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 Economy Fund (LUX) B Global Large-Cap Growth Equity No Yes 1.65
Capital Group New Economy Fund (LUX) Z Global Large-Cap Growth Equity No Yes 0.90
ChinaAMC Select Asia Bond Fund A USD Acc Asia Bond No No 1.62
ChinaAMC Select Asia Bond Fund A HKD Acc Asia Bond No No 1.59
ChinaAMC Select Asia Bond Fund A HKD Inc Asia Bond No No 1.60
Franklin Innovation Fund A(acc) USD US Large-Cap Growth Equity No Yes 1.80
Franklin Innovation Fund I(acc) USD US Large-Cap Growth Equity No Yes 0.85
ChinaAMC Select Asia Bond Fund I HKD Inc Asia Bond No No 0.99
ChinaAMC Select Asia Bond Fund I USD Acc Asia Bond No No 1.01
ChinaAMC Select Asia Bond Fund I HKD Acc Asia Bond No No 1.01
Allianz Global Investors Fund - Allianz US Equity Fund A H EUR Other Equity No Yes 1.85
Allianz Global Investors Fund - Allianz US Equity Fund AT EUR US Large-Cap Blend Equity No Yes 1.85
Allianz Global Investors Fund - Allianz US Equity Fund AT H EUR Other Equity No Yes 1.85
Allianz Global Investors Fund - Allianz US Equity Fund IT USD US Large-Cap Blend Equity No Yes 0.96
Allianz Global Investors Fund - Allianz US Equity Fund WT EUR US Large-Cap Blend Equity No Yes 0.66
Allianz Global Investors Fund - Allianz US Equity Fund WT H EUR Other Equity No Yes 0.66
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AT (H2-EUR) Other Bond No No 1.56
Invesco Funds - Invesco Japanese Equity Advantage Fund A Accumulation EUR Japan Large-Cap Equity No Yes 1.73
Allianz Global Investors Fund - Allianz China A Shares P2 USD China Equity - A Shares No No 0.98
BOCIP Flexi USD Bond Fund Class A USD Inc USD Flexible Bond No 1.03
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