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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 Balanced Income and Growth Fund E Class USD Income USD Moderate Allocation No Yes 2.20
MFS Meridian Funds - Global Equity Fund WH1 GBP Other Equity No Yes 1.21
Allianz Global Investors Fund - Allianz Global Metals and Mining AT EUR Sector Equity Natural Resources No No 1.84
BlackRock Global Funds - Continental European Flexible Fund A4 EUR Europe ex-UK Equity No Yes 1.82
BlackRock Global Funds - Global Equity Income Fund A5G EUR Hedged Other Equity No No 1.82
Allianz Global Investors Fund - Allianz Hong Kong Equity AT HKD Hong Kong Equity No Yes 2.11
HSBC Global Investment Funds - Asia Pacific ex Japan Equity High Dividend AM2 Asia-Pacific ex-Japan Equity Income No No 1.84
BlackRock Global Funds - Global Equity Income Fund A2 EUR Hedged Other Equity No No 1.82
Matthews Asia Funds - India Fund A USD Acc India Equity No No 1.80
Eastspring Investments - China Equity Fund - AH China Equity No Yes 2.13
Matthews Asia Funds - India Fund I USD Acc India Equity No No 1.00
BlackRock Global Funds - Latin American Fund A2 CHF Hedged Other Equity No No 2.08
Matthews Asia Funds - India Fund A GBP Acc India Equity No No 1.80
JPMorgan SAR Asian Bond - Class A (acc) - HKD Asia Bond - Local Currency No 0.00
PIMCO GIS Global Bond Fund Investor CHF (Hedged) Accumulation Global Diversified Bond - CHF Hedged No 0.80
PIMCO GIS Balanced Income and Growth Fund E Class EUR (Hedged) Income EUR Moderate Allocation - Global No Yes 2.20
JPMorgan SAR Asian Bond - Class B (acc) - HKD Asia Bond - Local Currency No 0.00
MFS Meridian Funds - European Core Equity Fund I1 GBP Europe Large-Cap Blend Equity No Yes 0.90
BlackRock Global Funds - Emerging Markets Equity Income Fund A2 Global Emerging Markets Equity No No 1.89
BlackRock Global Funds - Global Equity Income Fund A2 PLN Hedged Other Equity No No 1.81
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