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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 Opportunities Fund (LUX) ZL Global Large-Cap Growth Equity Yes Yes 0.68
Capital Group Future Generations Global Opportunities Fund (LUX) Zd Global Large-Cap Growth Equity Yes Yes 0.90
Capital Group Future Generations Global Balanced Fund (LUX) C USD Moderate Allocation Yes No 0.20
Capital Group Future Generations Global Balanced Fund (LUX) Ph-EUR EUR Moderate Allocation - Global Yes No 0.80
Capital Group Future Generations Global Opportunities Fund (LUX) C Global Large-Cap Growth Equity Yes Yes 0.11
Capital Group Future Generations Global Opportunities Fund (LUX) Pd Global Large-Cap Growth Equity Yes Yes 0.75
Capital Group Future Generations Global Opportunities Fund (LUX) Zh-EUR Other Equity Yes Yes 0.95
Capital Group Future Generations Global Balanced Fund (LUX) P USD Moderate Allocation Yes No 0.80
Capital Group Future Generations Global Balanced Fund (LUX) Pd USD Moderate Allocation Yes No 0.80
Capital Group Future Generations Global Balanced Fund (LUX) ZL USD Moderate Allocation Yes No 0.70
Capital Group Future Generations Global Opportunities Fund (LUX) Z Global Large-Cap Growth Equity Yes Yes 0.90
Allianz Global Investors Fund - Allianz Dynamic Multi Asset Strategy SRI 75 P2 EUR EUR Aggressive Allocation - Global Yes Yes 0.65
Stewart Investors Global Emerging Markets All Cap Fund Class III (Accumulation) USD Global Emerging Markets Equity Yes Yes 0.93
Morgan Stanley Investment Funds - Sustainable Emerging Markets Equity Fund A EUR Global Emerging Markets Equity Yes Yes 1.91
Allianz Global Investors Fund - Allianz Emerging Markets Corporate Bond AT2 (H2-EUR) Global Emerging Markets Corporate Bond - EUR Hedged Yes No 1.30
Allianz Global Float Rt Nts + AT H2 SEK Other Bond Yes 0.60
Stewart Investors Indian Subcontinent All Cap Fund I USD Acc India Equity Yes No 1.80
HSBC Global Investment Funds - Global Lower Carbon Equity AD SGD Global Large-Cap Blend Equity Yes Yes 1.15
Allianz Global Investors Fund - Allianz Dynamic Multi Asset Strategy SRI 50 AM (H2-SGD) Other Allocation Yes Yes 1.78
Allianz Global Investors Fund - Allianz Global Sustainability AMgi H2 SGD Other Equity Yes No 1.85
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