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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 Low Average Duration Fund Investor USD Income USD Diversified Bond - Short Term No Yes 0.80
PIMCO GIS Global Bond Fund Investor USD Accumulation Global Diversified Bond - USD Hedged No 0.80
HSBC Global Investment Funds - Hong Kong Equity AC Hong Kong Equity No Yes 1.84
PIMCO GIS Global Real Return Fund Investor USD Accumulation Global Inflation-Linked Bond - USD Hedged No Yes 0.80
BlackRock Global Funds - World Technology Fund C2 USD Sector Equity Technology No Yes 3.05
BlackRock Global Funds - United Kingdom Fund C2 UK Large-Cap Equity No No 3.08
PIMCO GIS Total Return Bond Fund Institutional EUR (Unhedged) Accumulation USD Diversified Bond No Yes 0.50
BlackRock Global Funds - Euro-Markets Fund A4 EUR Eurozone Large-Cap Equity No Yes 1.82
PIMCO GIS Global Real Return Fund Institutional USD Accumulation Global Inflation-Linked Bond - USD Hedged No Yes 0.50
BlackRock Global Funds - World Healthscience Fund C2 Sector Equity Healthcare No Yes 3.06
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 0.90
PIMCO GIS Low Average Duration Fund Administrative USD Accumulation USD Diversified Bond - Short Term No Yes 1.00
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 0.50
BlackRock Global Funds - European Fund C2 Europe Large-Cap Growth Equity No Yes 3.06
Schroder International Selection Fund Asian Equity Yield A Distribution USD MF Asia-Pacific ex-Japan Equity Income No Yes 1.84
PIMCO GIS Low Average Duration Fund Investor USD Accumulation USD Diversified Bond - Short Term No Yes 0.80
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
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