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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 Global Real Return Fund Institutional USD Income Global Inflation-Linked Bond - USD Hedged No Yes 0.50
PIMCO GIS Total Return Bond Fund E Class USD Income USD Diversified Bond No Yes 1.40
MFS Meridian Funds - Global Equity Fund C1 USD Global Large-Cap Blend Equity No Yes 2.67
Schroder International Selection Fund China Opportunities A1 Accumulation USD China Equity No Yes 2.33
Templeton BRIC Fund N(acc)USD Other Equity No Yes 2.96
Schroder International Selection Fund US Large Cap A Accumulation EUR US Large-Cap Blend Equity No Yes 1.58
Schroder International Selection Fund Emerging Markets A1 Accumulation EUR Global Emerging Markets Equity No Yes 2.36
Templeton BRIC Fund I(acc)USD Other Equity No Yes 1.42
Schroder International Selection Fund US Large Cap A1 Accumulation EUR US Large-Cap Blend Equity No Yes 2.33
Schroder International Selection Fund Asian Bond Total Return A1 Distribution EUR MV Asia Bond No No 1.77
Schroder International Selection Fund Asian Bond Total Return A1 Accumulation EUR Asia Bond No No 1.77
PIMCO GIS Global Bond Fund Institutional USD (Currency Exposure) Income Global Diversified Bond - USD Hedged No 0.50
PIMCO GIS Global Real Return Fund E Class EUR (Hedged) Accumulation Global Inflation-Linked Bond - EUR Hedged No Yes 1.40
Invesco Funds - Invesco Pan European High Income Fund A Accumulation EUR EUR Cautious Allocation No No 1.61
PIMCO GIS Global Bond Fund Institutional SEK (Hedged) Accumulation Other Bond No 0.50
PIMCO GIS Total Return Bond Fund Institutional EUR (Hedged) Income Other Bond No Yes 0.50
PIMCO GIS Global Bond Fund Institutional EUR (Hedged) Income Global Diversified Bond - EUR Hedged No 0.50
PIMCO GIS Global Bond Fund E Class EUR (Hedged) Accumulation Global Diversified Bond - EUR Hedged No 1.40
PIMCO GIS Low Average Duration Fund Institutional EUR (Hedged) Income Other Bond No Yes 0.50
PIMCO GIS Global Bond Fund Institutional NOK (Hedged) Accumulation Global Diversified Bond - NOK Hedged No 0.50
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