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) Zgdh-GBP Other Equity No Yes 0.90
Capital Group Investment Company of America (LUX) Zgd US Large-Cap Blend Equity No Yes 0.80
Capital Group Investment Company of America (LUX) B US Large-Cap Blend Equity No Yes 1.70
Capital Group Investment Company of America (LUX) A4 US Large-Cap Blend Equity No Yes 0.50
Capital Group Investment Company of America (LUX) Z US Large-Cap Blend Equity No Yes 0.80
BlackRock Global Funds - Global Corporate Bond Fund A6 SGD Hedged Other Bond No No 1.00
Schroder International Selection Fund Global Gold A Distribution GBP Hedged AV Other Equity No No 1.87
Schroder International Selection Fund Global Gold A1 Accumulation USD Sector Equity Precious Metals No No 2.34
Capital Group Investment Company of America (LUX) Zdh-GBP Other Equity No Yes 0.90
Capital Group Investment Company of America (LUX) Zh-EUR Other Equity No Yes 0.90
Schroder International Selection Fund Global Corporate Bond A Distribution USD MV Global Corporate Bond - USD Hedged No No 1.03
Templeton Global Balanced Fund A(Qdis)USD USD Moderate Allocation No No 1.64
BlackRock Global Funds - Euro Short Duration Bond Fund A2 EUR EUR Diversified Bond - Short Term No 0.86
Templeton Emerging Markets Bond Fund A(Qdis)USD Global Emerging Markets Bond - Local Currency No Yes 1.80
abrdn SICAV I – Emerging Markets Bond Fund Class A MInc USD Global Emerging Markets Bond No 1.69
Invesco Funds - Invesco Pan European Equity Fund A Accumulation EUR Europe Large-Cap Value Equity No No 1.97
Fidelity Funds - ASEAN Fund A-DIST-USD ASEAN Equity No Yes 1.95
Fidelity Funds - Australian Diversified Equity Fund A-AUD Australia & New Zealand Equity No No 1.92
HSBC FTSE 100 Index Retail Acc UK Large-Cap Equity No No 0.28
HSBC FTSE 100 Index Retail Inc UK Large-Cap Equity No No 0.28
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