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 - Emerging Markets Local Currency Bond Fund A2 SGD Hedged Other Bond No No 1.22
BlackRock Global Funds - Global Allocation Fund D2 EUR Hedged EUR Moderate Allocation - Global No No 1.02
PIMCO GIS Global Investment Grade Credit Fund H Institutional USD Accumulation Global Corporate Bond - USD Hedged No No 0.66
Fidelity Funds - Global Short Duration Income Fund A-Acc-USD Global Flexible Bond No 1.07
Templeton Asian Smaller Companies Fund A(acc)USD Asia ex-Japan Small/Mid-Cap Equity No Yes 2.16
Templeton Asian Smaller Companies Fund I(acc)USD Asia ex-Japan Small/Mid-Cap Equity No Yes 1.15
Templeton Asian Smaller Companies Fund A(acc)EUR Asia ex-Japan Small/Mid-Cap Equity No Yes 2.16
UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity (USD) P-acc Global Emerging Markets Equity No No 2.01
Fidelity Funds - Global Short Duration Income Fund A-MDIST-USD Global Flexible Bond No 1.07
Natixis International Funds (Lux) I - Harris Associates Global Equity Fund C/A (USD) Global Large-Cap Value Equity No Yes 3.00
BEA Union Investment Global Bond R(2) Global Diversified Bond No 0.97
BEA Union Investment Global Bond A Global Diversified Bond No 0.00
BlackRock Global Funds - World Gold Fund A2 SGD Hedged Other Equity No No 2.09
Allianz Global Investors Fund - Allianz Global Equity Unconstrained A EUR Global Large-Cap Growth Equity No Yes 2.10
PIMCO GIS Global Investment Grade Credit Fund Investor EUR (Hedged) Income Global Corporate Bond - EUR Hedged No No 0.84
CCB Intl-China Policy Driven Fd Acc China Equity No No 3.11
Allianz Global Investors Fund - Allianz Global Equity Unconstrained AT USD Global Large-Cap Growth Equity No Yes 2.10
PIMCO GIS Global Investment Grade Credit Fund E Class USD Accumulation Global Corporate Bond - USD Hedged No No 1.39
Schroder International Selection Fund EURO Corporate Bond A1 Distribution EUR SF EUR Corporate Bond No No 1.52
PIMCO GIS Global Investment Grade Credit Fund Investor CHF (Hedged) Income Global Corporate Bond - CHF Hedged No No 0.84
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