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
Da Cheng China Sustainable Equity Fund A AUD Inc China Equity Yes No 2.76
Da Cheng China Sustainable Equity Fund A AUD (Hedged) Inc Other Equity Yes No 2.76
Da Cheng China Sustainable Equity Fund A NZD Inc China Equity Yes No 2.52
Da Cheng China Sustainable Equity Fund A NZD (Hedged) Inc Other Equity Yes No 2.79
Da Cheng China Sustainable Equity Fund I HKD Inc China Equity Yes No 1.76
UBS (Lux) Bond SICAV - Asian Investment Grade Bonds Sustainable (USD) P-acc Asia Bond Yes No 1.24
abrdn SICAV I - Climate Transition Bond Fund A Gross MIncA HKD Global Flexible Bond - USD Hedged Yes 0.99
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus W (H2-SEK) Other Bond Yes 0.24
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus WT (H2-SEK) Other Bond Yes 0.24
BlackRock Global Funds - Sustainable Global Bond Income Fund A10 USD Global Flexible Bond - USD Hedged Yes 1.23
Capital Group Future Generations Global Balanced Fund (LUX) Zd GBP USD Moderate Allocation Yes No 0.90
Capital Group Future Generations Global Balanced Fund (LUX) P EUR USD Moderate Allocation Yes No 0.75
Capital Group Future Generations Global Balanced Fund (LUX) Pd GBP USD Moderate Allocation Yes No 0.75
Capital Group Future Generations Global Corporate Bond Fund (LUX) P CHF Global Corporate Bond - USD Hedged Yes No 0.50
Capital Group Future Generations Global Balanced Fund (LUX) B CHF USD Moderate Allocation Yes No 1.65
Capital Group Future Generations Global Balanced Fund (LUX) C GBP USD Moderate Allocation Yes No 0.13
Capital Group Future Generations Global Corporate Bond Fund (LUX) Bd EUR Global Corporate Bond - USD Hedged Yes No 1.10
Capital Group Future Generations Global Balanced Fund (LUX) P CHF USD Moderate Allocation Yes No 0.75
Capital Group Future Generations Global Balanced Fund (LUX) Z GBP USD Moderate Allocation Yes No 0.90
Capital Group Future Generations Global Balanced Fund (LUX) P GBP USD Moderate Allocation Yes No 0.75
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