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
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond AC USD Ultra Short-Term Bond No 0.55
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PM3HEUR Other Bond No 0.46
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PM3HAUD Other Bond No 0.46
HSBC Global Investment Funds - HSBC GIF Ultra Short Duration Bond PM3HRMB Other Bond No 0.46
Templeton Select APAC Equity Income Fund A USD Acc Asia-Pacific Equity No No 1.87
Templeton Select APAC Equity Income Fund A USD Mdis Asia-Pacific Equity No No 1.85
Templeton Select APAC Equity Income Fund A HKD Mdis Asia-Pacific Equity No No 1.90
Templeton Select APAC Equity Income Fund A RMB-H1 Mdis Other Equity No No 1.84
Templeton Select APAC Equity Income Fund C USD Acc Asia-Pacific Equity No No 0.00
Templeton Select APAC Equity Income Fund Y USD Mdis Asia-Pacific Equity No No 0.00
Barings International Umbrella Fund - Barings Asia Growth Fund Class A EUR Acc Asia ex-Japan Equity No Yes 1.70
Capital Group American Balanced Fund (LUX) B USD Moderate Allocation No No 1.70
Capital Group American Balanced Fund (LUX) Bh-EUR EUR Moderate Allocation - Global No No 1.70
Capital Group American Balanced Fund (LUX) Z USD Moderate Allocation No No 0.80
Capital Group American Balanced Fund (LUX) Zd USD Moderate Allocation No No 0.80
Capital Group American Balanced Fund (LUX) Zgd USD Moderate Allocation No No 0.80
Capital Group American Balanced Fund (LUX) ZL USD Moderate Allocation No No 0.70
Capital Group American Balanced Fund (LUX) Zgd EUR USD Moderate Allocation No No 0.80
Capital Group American Balanced Fund (LUX) Z EUR USD Moderate Allocation No No 0.80
Capital Group American Balanced Fund (LUX) Zd EUR USD Moderate Allocation No No 0.80
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