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
Schroder International Selection Fund Asian Opportunities A Accumulation EUR Asia ex-Japan Equity No Yes 1.86
Schroder International Selection Fund Global Energy A Accumulation USD Sector Equity Energy No No 1.85
BlackRock Global Funds - India Fund A4 GBP India Equity No No 1.87
Schroder International Selection Fund Global Energy A1 Accumulation USD Sector Equity Energy No No 2.35
PIMCO GIS Global Investment Grade Credit Fund Institutional GBP (Hedged) Accumulation Global Corporate Bond - GBP Hedged No 0.50
Fidelity Funds - Germany Fund A-Acc-EUR Germany Equity No Yes 1.92
Fidelity Funds - Flexible Bond Fund A-Acc-GBP Global Flexible Bond - GBP Hedged No No 1.45
MFS Meridian Funds - Emerging Markets Equity Fund I1 GBP Global Emerging Markets Equity No No 0.95
AB - Global Real Estate Securities Portfolio ID USD Inc Property - Indirect Global No Yes 1.05
BOC-Prudential North America Index Fund Retail Class (HKD) Units US Large-Cap Blend Equity No No 0.78
HSBC European Index Fund Institutional Income Europe ex-UK Equity No No 0.03
Capital Group Emerging Markets Debt Fund (LUX) A4h-EUR Global Emerging Markets Bond - EUR Hedged No No 0.60
BOC-Prudential North America Index Fund Retail Class (RMB) Units US Large-Cap Blend Equity No No 0.78
Schroder China Equity Alpha Fund A Accumulation HKD China Equity - A Shares No No 1.90
Principal Global Investors Funds - Preferred Securities Fund A Hedged Acc JPY Other Bond No No 1.11
Schroder China Equity Alpha Fund A Accumulation RMB China Equity - A Shares No No 1.91
Schroder International Selection Fund Japanese Equity A Accumulation USD Japan Large-Cap Equity No Yes 1.60
Neuberger Berman US Real Estate Securities Fund AUD A (Monthly) Distributing Class - Hedged Property - Indirect Other No Yes 1.74
PIMCO GIS Global Investment Grade Credit Fund Institutional USD (Currency Exposure) Income Global Corporate Bond - USD Hedged No 0.50
BlackRock Global Funds - Euro Bond Fund D4 GBP Hedged Other Bond No No 0.63
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