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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
Barings Eastern Trust - Class A GBP Inc Asia ex-Japan Equity No Yes 1.77
Fidelity Funds - Global Inflation-linked Bond Fund Y-DIST-GBP (hedged) Global Inflation-Linked Bond - GBP Hedged No 0.51
Schroder International Selection Fund Asian Total Return A Distribution GBP AV Asia-Pacific ex-Japan Equity No Yes 1.84
BlackRock Global Funds - Continental European Flexible Fund D2 Europe ex-UK Equity No Yes 1.07
Barings International Umbrella Fund - Barings Hong Kong China Fund Class A GBP Inc China Equity No Yes 1.70
Ninety One Global Strategy Fund - Global Franchise Fund A Acc USD Global Large-Cap Growth Equity No Yes 1.90
Barings Europe Select Trust - Class A EUR Acc Europe ex-UK Small/Mid-Cap Equity No Yes 1.57
HSBC Portfolios - World Selection 5 AC USD Aggressive Allocation No No 1.59
PIMCO GIS Global Bond Fund E Class GBP (Hedged) Income Global Diversified Bond - GBP Hedged No 1.39
MFS Meridian Funds - European Value Fund W1 USD Europe Large-Cap Blend Equity No No 1.18
PIMCO GIS Balanced Income and Growth Fund Institutional GBP (Hedged) Income GBP Allocation 40-60% Equity No Yes 1.00
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 - Euro-Markets Fund A4 GBP Eurozone Large-Cap Equity No Yes 1.82
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 1.94
Fidelity Funds - European Dividend Fund A-Acc-EUR Europe Equity Income No No 1.94
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
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