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 Emerging Markets Short-Term Local Currency Fund E Class EUR (Unhedged) Accumulation Currency No 1.75
abrdn SICAV I – Euro High Yield Bond Fund Class A Acc Hedged USD Other Bond No 1.45
BlackRock Global Funds - Euro Reserve Fund C2 EUR EUR Money Market - Short Term No 0.56
Schroder International Selection Fund Strategic Bond A1 Distribution EUR Hedged QV Global Flexible Bond - EUR Hedged No 1.78
Schroder International Selection Fund Strategic Bond A Distribution EUR Hedged QV Global Flexible Bond - EUR Hedged No 1.33
Allianz Global Investors Choice Fund - Allianz Choice Balanced Fund Ordinary I Other No Yes 0.00
Pictet-Global Emerging Debt P dm USD Global Emerging Markets Bond No 1.37
MFS Meridian Funds - Global High Yield Fund W1 USD Global High Yield Bond No 0.70
UBS (Lux) Bond SICAV - USD High Yield (USD) P-mdist USD High Yield Bond No 1.33
AXA World Funds - US High Yield Bonds A Capitalisation USD USD High Yield Bond No 1.44
PIMCO GIS Global High Yield Bond Fund Institutional CHF (Hedged) Accumulation Global High Yield Bond - CHF Hedged No 0.55
Invesco Funds - Invesco Euro Ultra-Short Term Debt Fund A Annual Distribution EUR EUR Ultra Short-Term Bond No 0.39
Franklin U.S. Government Fund A(Mdis)HKD USD Government Bond No 1.01
Franklin U.S. Government Fund A(acc)HKD USD Government Bond No 1.01
Franklin Gold & Precious Metals Fund A(acc)HKD Sector Equity Precious Metals No 1.86
Franklin Gold & Precious Metals Fund A(acc)USD Sector Equity Precious Metals No 1.86
St James's Managed Growth Inc GBP Allocation 60-80% Equity No 1.51
PIMCO GIS Emerging Local Bond Fund E Class USD Income Global Emerging Markets Bond - Local Currency No 1.89
St James's Strategic Managed Inc GBP Allocation 60-80% Equity No 1.51
BlackRock Global Funds - US Dollar High Yield Bond Fund D2 EUR Hedged Other Bond No 0.75
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