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 Dynamic Bond Fund Institutional EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No Yes 0.90
BlackRock Global Funds - Global Inflation Linked Bond Fund A2 EUR Hedged Global Inflation-Linked Bond - EUR Hedged No Yes 0.98
Ninety One Global Strategy Fund - Global Franchise Fund A Inc USD Global Large-Cap Growth Equity No Yes 1.90
BlackRock Global Funds - Global Inflation Linked Bond Fund A2 USD Global Inflation-Linked Bond - USD Hedged No Yes 0.98
BlackRock Global Funds - Global Inflation Linked Bond Fund A3 USD Global Inflation-Linked Bond - USD Hedged No Yes 0.98
PIMCO GIS Low Average Duration Fund E Class EUR (Hedged) Accumulation Other Bond No Yes 1.40
Allianz Global Investors Fund - Allianz Hong Kong Equity AT SGD Hong Kong Equity No Yes 1.86
PIMCO GIS Balanced Income and Growth Fund E Class USD Accumulation USD Moderate Allocation No No 2.20
BNY Mellon Global Real Return Fund (USD) A Acc USD Flexible Allocation No No 1.73
PIMCO GIS Balanced Income and Growth Fund E Class EUR (Hedged) Accumulation EUR Moderate Allocation - Global No No 2.20
Allianz Global Investors Fund - Allianz China Equity AT SGD China Equity No Yes 1.90
Allianz Global Investors Fund - Allianz Europe Small Cap Equity AT EUR Europe Small-Cap Equity No Yes 2.10
BlackRock Global Funds - Global Inflation Linked Bond Fund D2 USD Global Inflation-Linked Bond - USD Hedged No Yes 0.62
Allianz Global Investors Fund - Allianz China Equity CT EUR China Equity No Yes 3.05
Templeton Latin America Fund I(Ydis)EUR-H2 Other Equity No No 1.27
HSBC Portfolios - World Selection 5 ACHEUR EUR Aggressive Allocation - Global No No 1.60
PIMCO GIS Global Bond Fund Institutional SGD (Hedged) Accumulation Other Bond No 0.50
HSBC Portfolios - World Selection 4 AC USD Aggressive Allocation No No 1.47
JPMorgan Funds - Emerging Markets Local Currency Debt Fund A (mth) - USD Global Emerging Markets Bond - Local Currency No 1.34
PIMCO GIS Total Return Bond Fund Administrative EUR (Hedged) Accumulation Other Bond No Yes 1.00
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