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 Diversified Income Fund Institutional GBP (Hedged) Income Global Flexible Bond - GBP Hedged No 0.70
Templeton Global Bond Fund A(acc)USD Global Flexible Bond No Yes 1.35
Invesco Funds - Invesco Euro Corporate Bond Fund A Accumulation EUR EUR Corporate Bond No No 1.26
HSBC Global Investment Funds - BRIC Markets Equity AC Other Equity No No 1.84
Invesco Funds - Invesco Asia Asset Allocation Fund A Quarterly Distribution USD Asia Allocation No No 1.69
PIMCO GIS Diversified Income Fund Institutional GBP (Hedged) Accumulation Global Flexible Bond - GBP Hedged No 0.70
Fidelity Funds - Nordic Fund A-Acc-SEK Nordic Small/Mid-Cap Equity No No 1.93
Allianz Global Investors Fund - Allianz Little Dragons AT USD Asia ex-Japan Equity No 3.30
Allianz Global Investors Fund - Allianz Little Dragons A USD Asia ex-Japan Equity No 3.30
FTGF Western Asset Global High Yield Fund Class A US$ Distributing (M) Global High Yield Bond No 1.25
Capital Group Investment Company of America (LUX) ZLd EUR US Large-Cap Blend Equity No Yes 0.70
Capital Group Investment Company of America (LUX) ZLd GBP US Large-Cap Blend Equity No Yes 0.70
Capital Group Investment Company of America (LUX) ZLgd GBP US Large-Cap Blend Equity No Yes 0.70
Capital Group Investment Company of America (LUX) ZLd CHF US Large-Cap Blend Equity No Yes 0.70
MFS Meridian Funds - Blended Research European Equity Fund NH1 USD Other Equity No No 2.10
MFS Meridian Funds - Blended Research European Equity Fund WH1 USD Other Equity No No 0.70
MFS Meridian Funds - Blended Research European Equity Fund W1 USD Europe Large-Cap Blend Equity No No 0.70
MFS Meridian Funds - Blended Research European Equity Fund C1 USD Europe Large-Cap Blend Equity No No 2.35
MFS Meridian Funds - Blended Research European Equity Fund AH1 USD Other Equity No No 1.60
MFS Meridian Funds - Blended Research European Equity Fund N1 USD Europe Large-Cap Blend Equity No No 2.10
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