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
BlackRock Global Funds - Latin American Fund A2 CHF Hedged Other Equity No No 2.05
Matthews Asia Funds - India Fund A GBP Acc India Equity No No 1.80
Momentum Global Funds Harmony Sterling Growth Fund A GBP Allocation 60-80% Equity No No 2.35
Momentum Global Funds Harmony Europe Growth Fund C EUR Aggressive Allocation - Global No Yes 2.92
Momentum Global Funds Harmony Sterling Growth Fund C GBP Allocation 60-80% Equity No No 2.85
Momentum Global Funds - Harmony Portfolios Global Growth Fund C USD Aggressive Allocation No Yes 2.72
PIMCO GIS Global Bond Fund Investor CHF (Hedged) Accumulation Global Diversified Bond - CHF Hedged No Yes 0.84
PIMCO GIS Balanced Income and Growth Fund E Class EUR (Hedged) Income EUR Moderate Allocation - Global No Yes 2.15
Momentum Global Funds - Harmony Global Balanced Fund A USD Moderate Allocation No No 2.20
Momentum Global Funds - Harmony Portfolios Global Growth Fund A USD Aggressive Allocation No Yes 2.22
Momentum Global Funds Harmony Europe Growth Fund A EUR Aggressive Allocation - Global No Yes 2.42
Momentum Global Funds - Harmony Global Balanced Fund C USD Moderate Allocation No No 2.69
MFS Meridian Funds - European Core Equity Fund I1 GBP Europe Large-Cap Blend Equity No Yes 0.90
Amundi Funds - Cash USD I2 USD (C) USD Money Market No 0.23
BlackRock Global Funds - Emerging Markets Equity Income Fund A2 Global Emerging Markets Equity No No 1.88
BlackRock Global Funds - Emerging Markets Equity Income Fund A5G USD Global Emerging Markets Equity No No 1.88
PIMCO GIS Total Return Bond Fund Investor CHF (Hedged) Accumulation Other Bond No Yes 0.85
Neuberger Berman US Small Cap Fund USD A Accumulating Class US Small-Cap Equity No No 1.81
PIMCO GIS Total Return Bond Fund Institutional CHF (Hedged) Accumulation Other Bond No Yes 0.50
Invesco Funds - Invesco Global Equity Income Fund C Accumulation USD Global Equity Income No No 0.99
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