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
PIMCO GIS Total Return Bond Fund Administrative USD Accumulation USD Diversified Bond No Yes 1.00
PIMCO GIS Total Return Bond Fund Investor EUR (Hedged) Accumulation Other Bond No Yes 0.85
PIMCO GIS Low Average Duration Fund Administrative USD Accumulation USD Diversified Bond - Short Term No Yes 0.96
BlackRock Global Funds - US Basic Value Fund C2 USD US Large-Cap Value Equity No No 3.05
HSBC Global Investment Funds - US Dollar Bond AD USD Diversified Bond No No 0.99
PIMCO GIS Low Average Duration Fund Institutional USD Income USD Diversified Bond - Short Term No Yes 0.46
BlackRock Global Funds - European Fund C2 Europe Large-Cap Growth Equity No Yes 3.07
Schroder International Selection Fund Asian Equity Yield A Distribution USD MF Asia-Pacific ex-Japan Equity Income No Yes 1.84
BlackRock Global Funds - US Flexible Equity Fund C2 US Large-Cap Blend Equity No Yes 3.05
PIMCO GIS Low Average Duration Fund Investor USD Accumulation USD Diversified Bond - Short Term No Yes 0.81
Templeton Eastern Europe Fund I(acc)EUR Other Equity No No 1.32
Schroder International Selection Fund Asian Equity Yield A1 Distribution USD M Asia-Pacific ex-Japan Equity Income No Yes 2.34
PIMCO GIS Low Average Duration Fund H Institutional USD Accumulation USD Diversified Bond - Short Term No Yes 0.63
PIMCO GIS Global Real Return Fund Institutional EUR (Hedged) Accumulation Global Inflation-Linked Bond - EUR Hedged No Yes 0.49
PIMCO GIS Global Bond Fund Institutional CHF (Hedged) Accumulation Global Diversified Bond - CHF Hedged No Yes 0.49
BlackRock Global Funds - US Mid-Cap Value Fund C2 US Mid-Cap Equity No No 3.04
BlackRock Global Funds - Euro-Markets Fund C2 Eurozone Large-Cap Equity No Yes 3.06
Schroder International Selection Fund Asian Equity Yield A Accumulation USD Asia-Pacific ex-Japan Equity Income No Yes 1.84
PIMCO GIS Global Real Return Fund H Institutional USD Accumulation Global Inflation-Linked Bond - USD Hedged No Yes 0.66
BlackRock Global Funds - Latin American Fund C2 Latin America Equity No No 3.32
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