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
Invesco Funds - Invesco Sustainable Allocation Fund Z (Accumulation) USD Hedged USD Moderate Allocation Yes Yes 0.70
Invesco Funds - Invesco Sustainable Allocation Fund R (Accumulation) USD Hedged USD Moderate Allocation Yes Yes 1.90
Invesco Funds - Invesco Sustainable Allocation Fund C (Accumulation) USD Hedged USD Moderate Allocation Yes Yes 0.80
BlackRock Global Funds - Systematic Global Sustainable Income & Growth A6 AUD Hedged Inc Other Allocation Yes No 1.77
BlackRock Global Funds - Systematic Global Sustainable Income & Growth A6 GBP Hedged Inc GBP Allocation 40-60% Equity Yes No 1.77
Capital Group Future Generations Global Opportunities Fund (LUX) Z CHF Global Large-Cap Growth Equity Yes Yes 0.90
Capital Group Future Generations Global Opportunities Fund (LUX) B CHF Global Large-Cap Growth Equity Yes Yes 1.65
Capital Group Future Generations Global Opportunities Fund (LUX) Z GBP Global Large-Cap Growth Equity Yes Yes 0.90
Capital Group Future Generations Global Opportunities Fund (LUX) Pd GBP Global Large-Cap Growth Equity Yes Yes 0.75
Capital Group Future Generations Global Opportunities Fund (LUX) ZL CHF Global Large-Cap Growth Equity Yes Yes 0.68
Capital Group Future Generations Global Opportunities Fund (LUX) B EUR Global Large-Cap Growth Equity Yes Yes 1.65
Capital Group Future Generations Global Opportunities Fund (LUX) P GBP Global Large-Cap Growth Equity Yes Yes 0.75
Capital Group Future Generations Global Opportunities Fund (LUX) Zd EUR Global Large-Cap Growth Equity Yes Yes 0.90
Capital Group Future Generations Global Opportunities Fund (LUX) ZL EUR Global Large-Cap Growth Equity Yes Yes 0.68
Capital Group Future Generations Global Opportunities Fund (LUX) ZL GBP Global Large-Cap Growth Equity Yes Yes 0.68
Capital Group Future Generations Global Opportunities Fund (LUX) P CHF Global Large-Cap Growth Equity Yes Yes 0.75
Capital Group Future Generations Global Opportunities Fund (LUX) C GBP Global Large-Cap Growth Equity Yes Yes 0.15
Capital Group Future Generations Global Opportunities Fund (LUX) Z EUR Global Large-Cap Growth Equity Yes Yes 0.90
Capital Group Future Generations Global Opportunities Fund (LUX) P EUR Global Large-Cap Growth Equity Yes Yes 0.75
Capital Group Future Generations Global Opportunities Fund (LUX) Pd EUR Global Large-Cap Growth Equity Yes Yes 0.75
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