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 USD Accumulation USD Diversified Bond No Yes 0.50
JPMorgan Funds - Latin America Equity Fund A (dist) - USD Latin America Equity No No 1.80
JPMorgan Funds - Emerging Markets Equity Fund A (dist) - USD Global Emerging Markets Equity No Yes 1.72
Franklin Technology Fund A (Acc) USD Sector Equity Technology No Yes 1.81
PIMCO GIS Total Return Bond Fund Institutional EUR (Hedged) Accumulation Other Bond No Yes 0.50
Fidelity Funds - China Focus Fund A-DIST-GBP China Equity No No 1.91
PIMCO GIS Global Real Return Fund Institutional GBP (Hedged) Accumulation Global Inflation-Linked Bond - GBP Hedged No Yes 0.50
Fidelity Funds - India Focus Fund A-USD India Equity No No 1.89
PIMCO GIS Global Bond Fund Institutional GBP (Hedged) Accumulation Global Diversified Bond - GBP Hedged No 0.50
PIMCO GIS Global Bond Fund Institutional GBP (Hedged) Income Global Diversified Bond - GBP Hedged No 0.50
Schroder International Selection Fund Strategic Bond C Accumulation USD Global Flexible Bond No 0.80
Schroder International Selection Fund Strategic Bond A Accumulation EUR Hedged Global Flexible Bond - EUR Hedged No 1.33
Franklin Mutual U.S. Value Fund A(Ydis)USD US Large-Cap Value Equity No No 1.84
JPMorgan Funds - Japan Equity Fund A (acc) - USD Japan Large-Cap Equity No No 1.74
HSBC Global Investment Funds - ASEAN Equity AC ASEAN Equity No Yes 1.84
JPMorgan Funds - China Fund A (acc) - USD China Equity No Yes 1.72
JPMorgan Funds - Global Growth Fund A (acc) - USD Global Large-Cap Growth Equity No Yes 1.80
BlackRock Global Funds - Continental European Flexible Fund Class A2 EUR Europe ex-UK Equity No Yes 1.82
Schroder International Selection Fund Strategic Bond C Accumulation GBP Hedged Global Flexible Bond - GBP Hedged No 0.83
Schroder International Selection Fund Strategic Bond C Accumulation EUR Hedged Global Flexible Bond - EUR Hedged No 0.83
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