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 Investment Grade Credit Fund Institutional GBP (Hedged) Income Global Corporate Bond - GBP Hedged No 0.50
Fidelity Funds - Emerging Asia Fund Y-Acc-USD Asia ex-Japan Equity No Yes 1.10
PIMCO GIS Global Investment Grade Credit Fund Institutional EUR (Hedged) Income Global Corporate Bond - EUR Hedged No 0.50
Schroder International Selection Fund Global Energy A Accumulation EUR Sector Equity Energy No No 1.85
PIMCO GIS Global Investment Grade Credit Fund Investor GBP (Hedged) Income Global Corporate Bond - GBP Hedged No 0.80
PIMCO GIS Global Investment Grade Credit Fund Administrative USD Income Global Corporate Bond - USD Hedged No 1.00
Schroder International Selection Fund EURO Corporate Bond A Distribution EUR SF EUR Corporate Bond No No 1.07
Allianz Global Investors Fund - Allianz Europe Equity Growth A GBP Europe Large-Cap Growth Equity No Yes 1.85
PIMCO GIS Global Investment Grade Credit Fund E Class GBP (Hedged) Income Global Corporate Bond - GBP Hedged No 1.40
Barings International Umbrella Fund - Barings Australia Fund Class A GBP Inc Australia & New Zealand Equity No No 1.70
Barings International Umbrella Fund - Barings Eastern Europe Fund Class A GBP Inc Other Equity No No 1.95
Jupiter Global Value Class L GBP A Inc Global Flex-Cap Equity No Yes 1.74
Barings Global Umbrella Fund - Barings Global Resources Fund Class A GBP Inc Sector Equity Natural Resources No No 1.95
Ninety One Global Strategy Fund - European Equity Fund A Acc EUR Europe Large-Cap Blend Equity No No 1.90
PIMCO GIS Global Investment Grade Credit Fund Institutional CHF (Hedged) Accumulation Global Corporate Bond - CHF Hedged No 0.50
MFS Meridian Funds - U.S. Value Fund W1 USD US Large-Cap Value Equity No No 0.92
Schroder International Selection Fund US Dollar Bond A Distribution GBP Hedged QV Other Bond No 0.98
BNY Mellon Global Equity Income Fund USD B Inc Global Equity Income No No 1.62
BlackRock Global Funds - Euro Bond Fund A4 GBP EUR Diversified Bond No No 0.98
Ninety One Global Strategy Fund - Emerging Markets Blended Debt Fund A Acc USD Global Emerging Markets Bond No 2.00
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