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	Low Carbon Designation	Representative Cost
Capital Group Global Allocation Fund (LUX) A7d	USD Moderate Allocation	No	No	0.50
Neuberger Berman Next Generation Connectivity Fund AUD A Accumulating Class - Hedged	Other Equity	No	Yes	1.83
Capital Group Emerging Markets Debt Fund (LUX) Zh-EUR	Global Emerging Markets Bond - EUR Hedged	No	No	0.90
Capital Group Capital Income Builder (LUX) Bh-EUR	EUR Aggressive Allocation - Global	No	No	1.70
Capital Group Capital Income Builder (LUX) Zh-EUR	EUR Aggressive Allocation - Global	No	No	1.00
Capital Group Capital Income Builder (LUX) Zh-GBP	GBP Allocation 60-80% Equity	No	No	1.00
Allianz Global Investors Fund - Allianz China A Shares WT4 USD	China Equity - A Shares	No	No	0.71
Principal Global Investors Funds - Preferred Securities Fund D2 Inc Plus HKD	Other Bond	No	No	1.39
Principal Global Investors Funds - Preferred Securities Fund D2 Inc Plus USD	Other Bond	No	No	1.39
Amundi HK Defensive Balanced Fund Classic EUR (hedged) - Distribution	EUR Cautious Allocation - Global	No	—	1.56
Allianz Global Investors Fund - Allianz China A Shares IT EUR	China Equity - A Shares	No	No	1.29
Capital Group Global Corporate Bond Fund (LUX) Zh-CHF	Global Corporate Bond - CHF Hedged	No	No	0.70
Capital Group New Perspective Fund (LUX) A7h-EUR	Other Equity	No	Yes	0.50
BNY Mellon Emerging Markets Corporate Debt Fund HKD A Inc M	Global Emerging Markets Corporate Bond	No	No	1.62
UBS (Lux) Bond SICAV - Asian High Yield (USD) (HKD) P-mdist	Asia High Yield Bond	No	No	1.50
BNY Mellon Global Credit Fund USD A Acc	Global Corporate Bond - USD Hedged	No	No	1.07
Allianz Global Investors Choice Fund - Allianz Choice Asian Fund Ordinary Class C (HKD)	Asia ex-Japan Equity	No	Yes	1.64
Capital Group Global Corporate Bond Fund (LUX) Bh-EUR	Global Corporate Bond - EUR Hedged	No	No	1.20
BlackRock Global Funds - World Real Estate Securities Fund A6 HKD Hedged	Property - Indirect Other	No	Yes	1.79
Capital Group Global Corporate Bond Fund (LUX) A11h-CHF	Global Corporate Bond - CHF Hedged	No	No	0.30
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