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 Corporate Bond Fund (LUX) Zh-EUR Global Corporate Bond - EUR Hedged Yes No 0.64
Capital Group Future Generations Global Balanced Fund (LUX) Pd USD Moderate Allocation Yes No 0.75
Capital Group Future Generations Global Corporate Bond Fund (LUX) ZLdh-GBP Global Corporate Bond - GBP Hedged Yes No 0.49
Capital Group Future Generations Global Corporate Bond Fund (LUX) Z Global Corporate Bond - USD Hedged Yes No 0.60
Capital Group Future Generations Global Corporate Bond Fund (LUX) Bh-EUR Global Corporate Bond - EUR Hedged Yes No 1.14
Capital Group Future Generations Global Corporate Bond Fund (LUX) Pdh-GBP Global Corporate Bond - GBP Hedged Yes No 0.54
Capital Group Future Generations Global Corporate Bond Fund (LUX) ZLh-GBP Global Corporate Bond - GBP Hedged Yes No 0.49
Capital Group Future Generations Global Balanced Fund (LUX) C USD Moderate Allocation Yes No 0.13
Capital Group Future Generations Global Corporate Bond Fund (LUX) ZL Global Corporate Bond - USD Hedged Yes No 0.45
BlackRock Global Funds - Sustainable Global Bond Income Fund A10 HKD Hedged Inc Global Flexible Bond - USD Hedged Yes 1.24
Allianz Global Float Rt Nts + AT H2 SEK Other Bond Yes 0.60
BlackRock Global Funds - Systematic Sustainable Global SmallCap Fund I2 Global Small/Mid-Cap Equity Yes No 0.77
Allspring (Lux) Worldwide Fund - Climate Transition Global Investment Grade Crdt Fd S USD Gross Dist Global Corporate Bond - USD Hedged Yes No 0.35
Allianz Global Floating Rate Notes Plus WT (USD) USD Corporate Bond - Short Term Yes 0.24
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus AMgi (CNY H2-CNH) Other Bond Yes 0.60
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus AMgi (H2-JPY) Other Bond Yes 0.60
Hang Seng Stock Connect China A Low Carbon Index ETF Unlisted Class A HKD China Equity - A Shares Yes No 0.72
Hang Seng Stock Connect China A Low Carbon Index ETF Unlisted Class A RMB China Equity - A Shares Yes No 0.72
Capital Group Future Generations Global Corporate Bond Fund (LUX) ZL SGD Global Corporate Bond - USD Hedged Yes No 0.45
Capital Group Future Generations Global Balanced Fund (LUX) ZL SGD USD Moderate Allocation Yes No 0.68
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