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
Wellington Credit Total Return Fund NZD A M6 DisH USD Flexible Bond No 1.51
JPMorgan Multi Income (icp) - HKD USD Moderate Allocation No 1.32
JPMorgan Multi Income (icp) - USD USD Moderate Allocation No 1.32
Allianz Global Investors Fund - Allianz GEM Equity High Dividend PT EUR Global Emerging Markets Equity No No 1.33
Allianz Global Investors Fund - Allianz Select Income and Growth AMg H2 CNH Other Allocation No Yes 1.55
Allianz Global Investors Fund - Allianz Select Income and Growth AMg USD USD Moderate Allocation No Yes 1.55
Capital Group Multi-Sector Income Fund (LUX) Pd USD USD Flexible Bond No 0.50
Capital Group Multi-Sector Income Fund (LUX) Bfdmh-GBP Other Bond No 1.20
Capital Group Multi-Sector Income Fund (LUX) Pfdm USD Flexible Bond No 0.50
Capital Group Multi-Sector Income Fund (LUX) Pfdmh-SGD Other Bond No 0.50
Capital Group Multi-Sector Income Fund (LUX) Bfdmh-EUR USD Flexible Bond No 1.20
Capital Group Multi-Sector Income Fund (LUX) Bfdmh-AUD Other Bond No 1.20
Capital Group Multi-Sector Income Fund (LUX) Bfdmh-JPY Other Bond No 1.20
Capital Group Multi-Sector Income Fund (LUX) Pdh-EUR USD Flexible Bond No 0.50
Wellington Credit Total Return Fund RMB A M6 DisH USD Flexible Bond No 1.51
BEA Union Investment Asian Bond and Currency Fund A RMB Dis Asia High Yield Bond No 1.42
BEA Union Investment Asian Bond and Currency Fund A RMB Acc Asia High Yield Bond No 1.42
Allianz Global Investors Fund - Allianz Global Income IT USD USD Moderate Allocation No No 1.15
ChinaAMC Select Fixed Income Allocation Fund Class C RMB Hedged Accumulation Other Bond No 0.00
ChinaAMC Select Fixed Income Allocation Fund Class C USD Accumulation Other Bond No 0.00
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