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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 Future Generations Global Balanced Fund (LUX) Pd GBP USD Moderate Allocation Yes No 0.80
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) Pd EUR Global Large-Cap Growth Equity Yes Yes 0.75
Capital Group Future Generations Global Opportunities Fund (LUX) ZL GBP Global Large-Cap Growth Equity Yes Yes 0.68
Capital Group Future Generations Global Balanced Fund (LUX) B CHF USD Moderate Allocation Yes No 1.70
Capital Group Future Generations Global Balanced Fund (LUX) C GBP USD Moderate Allocation Yes No 0.20
Capital Group Future Generations Global Balanced Fund (LUX) P CHF USD Moderate Allocation Yes No 0.80
Capital Group Future Generations Global Balanced Fund (LUX) Z GBP USD Moderate Allocation Yes No 0.90
Capital Group Future Generations Global Opportunities Fund (LUX) B EUR Global Large-Cap Growth Equity Yes Yes 1.65
Capital Group Future Generations Global Balanced Fund (LUX) P GBP USD Moderate Allocation Yes No 0.80
Capital Group Future Generations Global Balanced Fund (LUX) Zd EUR USD Moderate Allocation Yes No 0.90
Capital Group Future Generations Global Balanced Fund (LUX) Pd EUR USD Moderate Allocation Yes No 0.80
Capital Group Future Generations Global Balanced Fund (LUX) Z CHF USD Moderate Allocation Yes No 0.90
Capital Group Future Generations Global Balanced Fund (LUX) B EUR USD Moderate Allocation Yes No 1.70
Capital Group Future Generations Global Opportunities Fund (LUX) Zd GBP Global Large-Cap Growth Equity Yes Yes 0.90
Capital Group Future Generations Global Balanced Fund (LUX) Bd EUR USD Moderate Allocation Yes No 1.70
Capital Group Future Generations Global Opportunities Fund (LUX) C GBP Global Large-Cap Growth Equity Yes Yes 0.11
Capital Group Future Generations Global Opportunities Fund (LUX) P GBP Global Large-Cap Growth Equity Yes Yes 0.75
Capital Group Future Generations Global Balanced Fund (LUX) ZL EUR USD Moderate Allocation Yes No 0.70
Capital Group Future Generations Global Opportunities Fund (LUX) P CHF Global Large-Cap Growth Equity Yes Yes 0.75
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