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
First Sentier Global Listed Infrastructure Fund Class I (Distributing) USD Sector Equity Infrastructure No No 1.59
Schroder International Selection Fund Global Energy A Distribution GBP AV Sector Equity Energy No No 1.84
FTGF Western Asset Asian Opportunities Fund Class A US$ Distributing (D) Asia Bond - Local Currency No 1.41
FTGF Putnam US Research Fund Class A US$ Accumulating US Large-Cap Blend Equity No No 1.74
FTGF Western Asset Asian Opportunities Fund Class A US$ Accumulating Asia Bond - Local Currency No 1.41
PIMCO GIS Global Investment Grade Credit Fund Institutional GBP (Hedged) Income Global Corporate Bond - GBP Hedged No No 0.49
Fidelity Funds - Emerging Asia Fund Y-Acc-USD Asia ex-Japan Equity No Yes 1.10
Allianz Global Investors Fund - Allianz Asia Pacific Income A EUR Asia Allocation No No 1.81
PIMCO GIS Global Investment Grade Credit Fund Institutional EUR (Hedged) Income Global Corporate Bond - EUR Hedged No No 0.49
Schroder International Selection Fund Global Energy A Accumulation EUR Sector Equity Energy No No 1.85
PIMCO GIS Global Investment Grade Credit Fund Investor GBP (Hedged) Income Global Corporate Bond - GBP Hedged No No 0.84
PIMCO GIS Global Investment Grade Credit Fund Administrative USD Income Global Corporate Bond - USD Hedged No No 0.99
Schroder International Selection Fund EURO Corporate Bond A Distribution EUR SF EUR Corporate Bond No No 1.07
Allianz Global Investors Fund - Allianz Europe Equity Growth A GBP Europe Large-Cap Growth Equity No Yes 1.85
PIMCO GIS Global Investment Grade Credit Fund E Class GBP (Hedged) Income Global Corporate Bond - GBP Hedged No No 1.39
Barings International Umbrella Fund - Barings Australia Fund Class A GBP Inc Australia & New Zealand Equity No No 1.70
Barings International Umbrella Fund - Barings Eastern Europe Fund Class A GBP Inc Other Equity No No 1.95
Barings Global Umbrella Fund - Barings Global Resources Fund Class A GBP Inc Sector Equity Natural Resources No No 1.95
Ninety One Global Strategy Fund - European Equity Fund A Acc EUR Europe Large-Cap Blend Equity No Yes 1.90
PIMCO GIS Global Investment Grade Credit Fund Institutional CHF (Hedged) Accumulation Global Corporate Bond - CHF Hedged No No 0.49
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