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 Total Return Bond Fund Institutional GBP (Hedged) Accumulation Other Bond No Yes 0.50
Fidelity Funds - China Focus Fund Y-DIST-GBP China Equity No No 1.06
BlackRock Global Funds - European Fund A4 GBP Europe Large-Cap Growth Equity No Yes 1.81
BlackRock Global Funds - Continental European Flexible Fund A4 GBP Hedged Other Equity No Yes 1.81
Fidelity Funds - European Dividend Fund A-DIST-EUR Europe Equity Income No No 1.93
Fidelity Funds - European Dividend Fund A-Acc-EUR Europe Equity Income No No 1.93
BlackRock Global Funds - Global Equity Income Fund A2 Global Equity Income No No 1.81
BlackRock Global Funds - Global Equity Income Fund A5G GBP Global Equity Income No No 1.82
BlackRock Global Funds - Global Equity Income Fund D2 USD Global Equity Income No No 1.07
MFS Meridian Funds - Continental European Equity Fund WH1 GBP Other Equity No Yes 0.85
MFS Meridian Funds - European Value Fund WH1 GBP Other Equity No No 1.22
Matthews Asia Funds - China Fund I GBP Acc China Equity No Yes 1.00
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class I GBP Acc Global Emerging Markets Equity No Yes 1.00
Matthews Asia Funds - India Fund I GBP Acc India Equity No No 1.00
Allianz Global Investors Fund - Allianz Renminbi Fixed Income A USD RMB Bond - Onshore No Yes 1.05
MFS Meridian Funds - European Value Fund I1 GBP Europe Large-Cap Blend Equity No No 0.94
BlackRock Global Funds - Continental European Flexible Fund D4 USD Hedged Other Equity No Yes 1.06
BlackRock Global Funds - Latin American Fund A4 Latin America Equity No No 2.08
Barings European Growth Trust - Class I GBP Inc Europe ex-UK Equity No Yes 0.87
Barings Europe Select Trust - Class I GBP Inc Europe ex-UK Small/Mid-Cap Equity No Yes 0.82
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