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
Hang Seng Investment Series Hang Seng China A Industry Top Index Fund Class D (HKD Hedged-Acc) Other Equity No No 1.51
Hang Seng Investment Series Hang Seng China Enterprises Index Fund D HKD Acc China Equity No No 0.90
Hang Seng Investment Series Hang Seng Global Balanced Fund D USD Moderate Allocation No No 1.40
Hang Seng Investment Series Hang Seng Global Bond Fund D Acc Global Diversified Bond - USD Hedged No 2.75
Hang Seng Investment Series Hang Seng Global High Growth Fund D Global Large-Cap Blend Equity No No 1.53
Capital Group Emerging Markets Debt Fund (LUX) A7 CHF Global Emerging Markets Bond No No 0.40
Capital Group Emerging Markets Debt Fund (LUX) A7 EUR Global Emerging Markets Bond No No 0.40
Capital Group Emerging Markets Debt Fund (LUX) A7 GBP Global Emerging Markets Bond No No 0.40
Capital Group Emerging Markets Debt Fund (LUX) A7 Global Emerging Markets Bond No No 0.40
Capital Group Global Corporate Bond Fund (LUX) Zdh-EUR Global Corporate Bond - EUR Hedged No No 0.70
Fidelity Funds - Global Income Fund A-MCDIST(G)-USD Global Flexible Bond No 1.33
Capital Group Global Corporate Bond Fund (LUX) Ch-CHF Global Corporate Bond - CHF Hedged No No 0.10
Capital Group Global Allocation Fund (LUX) P USD Moderate Allocation No No 0.80
Capital Group New Economy Fund (LUX) C Global Large-Cap Growth Equity No Yes 0.10
Neuberger Berman Next Generation Connectivity Fund USD A Accumulating Class Sector Equity Technology No Yes 1.83
Capital Group Capital Income Builder (LUX) Bh-GBP GBP Allocation 60-80% Equity No No 1.70
Neuberger Berman Next Generation Connectivity Fund GBP A Accumulating Class - Hedged Other Equity No Yes 1.83
Neuberger Berman Next Generation Connectivity Fund SGD A Accumulating Class - Hedged Other Equity No Yes 1.83
Neuberger Berman Next Generation Connectivity Fund EUR A Accumulating Class - Hedged Other Equity No Yes 1.83
Neuberger Berman Next Generation Connectivity Fund HKD A Accumulating Class - Hedged Other Equity No Yes 1.83
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