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 - Euro-Markets Fund D4 EUR Eurozone Large-Cap Equity No Yes 1.06
Momentum Global Funds - Harmony Global Balanced Fund D USD Moderate Allocation No No 3.20
AB FCP I - Short Duration Bond Portfolio AT NZD H Other Bond No No 1.16
Momentum Global Funds Harmony Europe Growth Fund D EUR Aggressive Allocation - Global No Yes 3.44
PIMCO GIS Income Fund Institutional USD Income Global Flexible Bond - USD Hedged No Yes 0.55
PIMCO GIS Income Fund E Class EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No Yes 1.45
PIMCO GIS Income Fund E Class USD Income Global Flexible Bond - USD Hedged No Yes 1.45
PIMCO GIS Income Fund Institutional EUR (Hedged) Income Global Flexible Bond - EUR Hedged No Yes 0.55
Ninety One Global Strategy Fund - Global Franchise Fund A Acc EUR Global Large-Cap Growth Equity No Yes 1.90
PIMCO GIS Income Fund E Class EUR (Hedged) Income Global Flexible Bond - EUR Hedged No Yes 1.45
PIMCO GIS Total Return Bond Fund E Class CHF (Hedged) Accumulation Other Bond No Yes 1.40
BlackRock Global Funds - Latin American Fund D2 GBP Hedged Other Equity No No 1.32
BlackRock Global Funds - US Flexible Equity Fund D4 EUR US Large-Cap Blend Equity No Yes 1.05
BlackRock Global Funds - US Basic Value Fund D4 US Large-Cap Value Equity No No 1.06
BlackRock Global Funds - Global Inflation Linked Bond Fund D3 USD Global Inflation-Linked Bond - USD Hedged No Yes 0.60
PIMCO GIS Income Fund Institutional USD Accumulation Global Flexible Bond - USD Hedged No Yes 0.55
PIMCO GIS Income Fund Institutional EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No Yes 0.55
Momentum Global Funds - Harmony Global Balanced Fund E USD Moderate Allocation No No 2.05
Allianz Global Investors Fund - Allianz China Equity PT EUR China Equity No Yes 1.34
Momentum Global Funds Harmony Europe Growth Fund B EUR Aggressive Allocation - Global No Yes 2.62
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