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 Asia Asset Allocation Fund A Monthly Distribution USD Asia Allocation No No 1.69
Schroder International Selection Fund Japanese Opportunities A Accumulation EUR Hedged Other Equity No No 1.89
Allianz Global Investors Fund - Allianz Global Small Cap Equity IT USD Global Small/Mid-Cap Equity No No 1.10
Capital Group Euro Bond Fund (LUX) Z EUR Diversified Bond No No 0.60
FTGF Royce US Small Cap Opportunity Fund Class A AUD Accumulating (Hedged) Other Equity No No 1.96
Schroder International Selection Fund Japanese Opportunities A1 Accumulation EUR Hedged Other Equity No No 2.39
Schroder International Selection Fund Japanese Opportunities A Accumulation USD Hedged Other Equity No No 1.89
Capital Group Global Equity Fund (LUX) Z Global Large-Cap Blend Equity No No 0.90
Schroder International Selection Fund Japanese Opportunities A1 Accumulation USD Hedged Other Equity No No 2.39
Neuberger Berman Emerging Market Debt - Hard Currency Fund EUR A Accumulating Class Global Emerging Markets Bond - EUR Hedged No 1.49
Neuberger Berman US Multi Cap Opportunities Fund SGD A Accumulating Class - Hedged Other Equity No No 1.88
FTGF Western Asset Global High Yield Fund Class A CNH Distributing (M) (Hedged) Plus Other Bond No 1.25
Capital Group Emerging Markets Total Opportunities (LUX) Zh-EUR Other Allocation No No 1.10
FTGF Brandywine Global Opportunistic Fixed Income Fund Class A Euro Accumulating (Hedged) Global Diversified Bond - EUR Hedged No No 1.44
AB - American Income Portfolio IT SGD H Inc Other Bond No 0.76
BOCHK All Weather China High Yield Bond Fund Class A2 (USD) Greater China High Yield Bond No 1.48
New Capital Wealthy Nations Bond Fund USD Ord Acc Global Emerging Markets Corporate Bond No 1.50
MFS Meridian Funds - Blended Research European Equity Fund I1 USD Europe Large-Cap Blend Equity No No 0.60
Invesco Funds - Invesco Asia Asset Allocation Fund A Monthly Distribution-1 USD Asia Allocation No No 1.69
MFS Meridian Funds - Blended Research European Equity Fund W1 EUR Europe Large-Cap Blend Equity No No 0.70
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