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 American Balanced Fund (LUX) ZL CHF USD Moderate Allocation No No 0.70
Capital Group American Balanced Fund (LUX) ZL EUR USD Moderate Allocation No No 0.70
Capital Group American Balanced Fund (LUX) ZL GBP USD Moderate Allocation No No 0.70
Capital Group American Balanced Fund (LUX) ZL SGD USD Moderate Allocation No No 0.70
Allianz Global Investors Fund - Allianz American Income RT (USD) USD Flexible Bond No 0.79
Allianz Pet and Animal Wellbeing AT USD Other Equity No Yes 2.10
Allianz Pet and Animal Wellbeing IT USD Other Equity No Yes 1.09
Capital Group Capital Income Builder (LUX) ZLd CHF USD Aggressive Allocation No No 0.70
Capital Group Emerging Markets Local Currency Debt Fund (LUX) A4 USD Global Emerging Markets Bond - Local Currency No No 0.50
Capital Group Emerging Markets Local Currency Debt Fund (LUX) ZLd CHF Global Emerging Markets Bond - Local Currency No No 0.60
Capital Group Global Allocation Fund (LUX) Z GBP USD Moderate Allocation No No 0.90
Capital Group New World Fund (LUX) Z GBP Global Emerging Markets Equity No Yes 1.00
Capital Group Global Corporate Bond Fund (LUX) ZLd CHF Global Corporate Bond - USD Hedged No No 0.50
Capital Group American Balanced Fund (LUX) B EUR USD Moderate Allocation No No 1.70
Allianz Global Investors Fund - Allianz Global Artificial Intelligence ET (H2-SGD) Other Equity No Yes 1.70
Capital Group New Perspective Fund (LUX) Bgdh-EUR Other Equity No Yes 1.60
Wellington Credit Income Fund SGD A M4 DiH Other Bond No 1.41
Wellington Credit Income Fund HKD A M4 Di Global Flexible Bond No 1.41
Wellington Credit Income Fund USD A M4 Di Global Flexible Bond No 1.41
Allianz Pet and Animal Wellbeing RT H2 EUR Other Equity No Yes 1.23
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