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
JPMorgan Global Investment Grade Bond USD (acc) USD Diversified Bond No 0.87
JPMorgan Global Investment Grade Bond Class C USD (acc) USD Diversified Bond No 0.47
JPMorgan Global Investment Grade Bond Class C USD (mth) USD Diversified Bond No 0.47
Capital Group Multi-Sector Income Fund (LUX) Z GBP USD Flexible Bond No 0.60
Capital Group Multi-Sector Income Fund (LUX) Zd GBP USD Flexible Bond No 0.60
Capital Group Multi-Sector Income Fund (LUX) Zd EUR USD Flexible Bond No 0.60
Capital Group Multi-Sector Income Fund (LUX) Bfdmh-CNH Other Bond No 1.20
Capital Group Multi-Sector Income Fund (LUX) Bh-SGD Other Bond No 1.20
Capital Group Multi-Sector Income Fund (LUX) Zdm USD Flexible Bond No 0.60
Capital Group Multi-Sector Income Fund (LUX) Zdmh-CHF Other Bond No 0.70
Capital Group Multi-Sector Income Fund (LUX) Zdmh-EUR Other Bond No 0.70
Capital Group Multi-Sector Income Fund (LUX) Zgdm USD Flexible Bond No 0.60
Capital Group Multi-Sector Income Fund (LUX) Zh-GBP Other Bond No 0.70
Capital Group Multi-Sector Income Fund (LUX) Zh-SGD Other Bond No 0.70
Capital Group Multi-Sector Income Fund (LUX) ZLd USD Flexible Bond No 0.50
Morgan Stanley Investment Funds - US Advantage Fund A GBP US Large-Cap Growth Equity No Yes 1.64
Fidelity Funds - Asian High Yield Fund A-MINCOME(G)-HKD Asia High Yield Bond No No 1.41
Invesco Funds - Invesco UK Equity Fund A Accumulation HKD UK Large-Cap Equity No No 1.81
Invesco Funds - Invesco UK Equity Fund A Accumulation USD UK Large-Cap Equity No No 1.81
Invesco Funds - Invesco UK Equity Fund A Accumulation USD Hedged Other Equity No No 1.81
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