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
T. Rowe Price Funds SICAV - Emerging Markets Equity Fund A USD Global Emerging Markets Equity No Yes 2.07
PIMCO GIS Low Average Duration Fund Institutional USD Accumulation USD Diversified Bond - Short Term No Yes 0.46
PIMCO GIS Global Bond Fund Institutional USD Accumulation Global Diversified Bond - USD Hedged No Yes 0.49
PIMCO GIS Global Bond Fund Investor USD Income Global Diversified Bond - USD Hedged No Yes 0.84
Franklin Mutual U.S. Value Fund A(acc)EUR US Large-Cap Value Equity No No 1.83
PIMCO GIS Total Return Bond Fund Investor USD Income USD Diversified Bond No Yes 0.85
PineBridge Global Funds - Global Bond Fund Y Global Diversified Bond - USD Hedged No Yes 0.94
BNY Mellon Small Cap Euroland Fund USD A Acc Eurozone Mid-Cap Equity No Yes 2.16
PIMCO GIS Global Bond Fund Institutional USD Income Global Diversified Bond - USD Hedged No Yes 0.49
PIMCO GIS Low Average Duration Fund Investor USD Income USD Diversified Bond - Short Term No Yes 0.81
PIMCO GIS Global Bond Fund Investor USD Accumulation Global Diversified Bond - USD Hedged No Yes 0.84
HSBC Global Investment Funds - Hong Kong Equity AC Hong Kong Equity No Yes 1.85
PIMCO GIS Global Real Return Fund Investor USD Accumulation Global Inflation-Linked Bond - USD Hedged No Yes 0.84
BlackRock Global Funds - US Basic Value Fund A4 US Large-Cap Value Equity No No 1.80
BlackRock Global Funds - World Technology Fund C2 USD Sector Equity Technology No Yes 3.05
BlackRock Global Funds - United Kingdom Fund C2 UK Large-Cap Equity No No 3.04
PIMCO GIS Total Return Bond Fund Institutional EUR (Unhedged) Accumulation USD Diversified Bond No Yes 0.50
BlackRock Global Funds - Euro-Markets Fund A4 EUR Eurozone Large-Cap Equity No Yes 1.81
PIMCO GIS Global Real Return Fund Institutional USD Accumulation Global Inflation-Linked Bond - USD Hedged No Yes 0.49
BlackRock Global Funds - World Healthscience Fund C2 Sector Equity Healthcare No Yes 3.05
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