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 Investment Company of America (LUX) Bd EUR US Large-Cap Blend Equity No Yes 1.70
Capital Group Investment Company of America (LUX) Zd EUR US Large-Cap Blend Equity No Yes 0.80
Capital Group Investment Company of America (LUX) Z EUR US Large-Cap Blend Equity No Yes 0.80
Capital Group Investment Company of America (LUX) B EUR US Large-Cap Blend Equity No Yes 1.70
Capital Group Investment Company of America (LUX) Z CHF US Large-Cap Blend Equity No Yes 0.80
Capital Group Investment Company of America (LUX) Zd GBP US Large-Cap Blend Equity No Yes 0.80
JPMorgan Funds - Global Natural Resources Fund A (acc) - USD Sector Equity Natural Resources No No 1.74
Invesco Funds - Invesco Pan European Equity Fund C Annual Distribution EUR Europe Large-Cap Value Equity No No 1.37
Janus Henderson Horizon Asian Dividend Income Fund A2 USD Asia-Pacific ex-Japan Equity Income No No 1.97
Invesco Funds - Invesco Pan European Equity Income Fund A Semi-annual Distribution EUR Europe Equity Income No No 1.79
Invesco Funds - Invesco Pan European Equity Fund A Annual Distribution EUR Europe Large-Cap Value Equity No No 1.97
Templeton Global Bond Fund A(acc)EUR-H1 Global Flexible Bond - EUR Hedged No Yes 1.35
Fidelity Funds - Asian High Yield Fund A-Acc-USD Asia High Yield Bond No No 1.40
Schroder International Selection Fund Japanese Opportunities A Distribution JPY AV Japan Flex-Cap Equity No No 1.86
Janus Henderson Horizon Asian Dividend Income Fund A3q USD Asia-Pacific ex-Japan Equity Income No No 1.97
Schroder International Selection Fund Japanese Opportunities A Accumulation USD Japan Flex-Cap Equity No No 1.86
Templeton Global Total Return Fund A(acc)EUR-H1 Global Flexible Bond - EUR Hedged No Yes 1.37
FTGF Western Asset Global Multi Strategy Fund Class A US$ Accumulating Global Flexible Bond No 1.40
FTGF ClearBridge US Value Fund Class A US$ Accumulating US Large-Cap Value Equity No No 1.80
Fidelity Funds - Asian High Yield Fund A-Acc-EUR Asia High Yield Bond No No 1.40
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