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 Corporate Bond Fund (LUX) ZLd Global Corporate Bond - USD Hedged No No 0.50
Capital Group New World Fund (LUX) ZLgd Global Emerging Markets Equity No Yes 0.80
Capital Group World Dividend Growers (LUX) ZL Global Equity Income No No 0.70
Capital Group New World Fund (LUX) ZLh-EUR Other Equity No Yes 0.80
Allspring (Lux) Worldwide Fund - Global Small Cap Equity Fund Class I USD Acc Global Small/Mid-Cap Equity No Yes 1.00
BOC-Prudential S&P 500 Index Fund Provident Class - Class A (HKD) Units US Large-Cap Blend Equity No No 0.20
BOC-Prudential MSCI AC Asia Pacific ex Japan Index Fund Investment Class (HKD) Units Asia-Pacific ex-Japan Equity No No 0.82
BOC-Prudential S&P 500 Index Fund Investment Class (USD) Units US Large-Cap Blend Equity No No 0.84
BOC-Prudential MSCI Japan Index Fund Investment Class (HKD) Units Japan Large-Cap Blend Equity No No 0.89
BOC-Prudential MSCI AC Asia Pacific ex Japan Index Fund Provident Class - Class A (HKD) Units Asia-Pacific ex-Japan Equity No No 0.28
BOC-Prudential MSCI Japan Index Fund Investment Class (USD) Units Japan Large-Cap Blend Equity No No 0.89
BOC-Prudential S&P 500 Index Fund Investment Class (HKD) Units US Large-Cap Blend Equity No No 0.84
BOC-Prudential MSCI Japan Index Fund Provident Class - Class A (HKD) Units Japan Large-Cap Blend Equity No No 0.25
BOC-Prudential MSCI AC Asia Pacific ex Japan Index Fund Investment Class (USD) Units Asia-Pacific ex-Japan Equity No No 0.82
Capital Group Global Intermediate Bond Fund (LUX) ZL Global Diversified Bond - USD Hedged No No 0.50
Capital Group New Economy Fund (LUX) ZL Global Large-Cap Growth Equity No Yes 0.70
BlackRock Global Funds - European Equity Income Fund A8 USD Hedged Other Equity No Yes 1.82
Invesco Funds - Invesco Global Investment Grade Corporate Bond Fund A (USD)-MD1 Global Corporate Bond - USD Hedged No No 1.03
Invesco Funds - Invesco Global Investment Grade Corporate Bond Fund A (RMB Hedged)-MD1 Other Bond No No 1.03
Invesco Funds - Invesco Global Investment Grade Corporate Bond Fund A (HKD)-MD1 Global Corporate Bond - USD Hedged No No 1.03
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