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
Schroder International Selection Fund China Opportunities A Accumulation HKD China Equity No Yes 1.83
Goldman Sachs All China Equity Portfolio Base Acc USD China Equity No No 1.90
BlackRock Global Funds - Global Inflation Linked Bond Fund D2 EUR Hedged Global Inflation-Linked Bond - EUR Hedged No Yes 0.62
PIMCO GIS Dynamic Bond Fund E Class EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No Yes 1.80
JPMorgan Funds - China Fund A (acc) - SGD China Equity No Yes 1.79
Allianz Global Investors Fund - Allianz India Equity I USD India Equity No 1.29
PIMCO GIS Dynamic Bond Fund Institutional EUR (Hedged) Income Global Flexible Bond - EUR Hedged No Yes 0.90
PIMCO GIS Dynamic Bond Fund Administrative Accumulation Global Flexible Bond - USD Hedged No Yes 1.40
Franklin Mutual U.S. Value Fund Z(acc)USD US Large-Cap Value Equity No No 1.34
BlackRock Global Funds - Latin American Fund A2 PLN Hedged Other Equity No No 2.08
PIMCO GIS Dynamic Bond Fund Administrative EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No Yes 1.40
PIMCO GIS Dynamic Bond Fund Institutional Income Global Flexible Bond - USD Hedged No Yes 0.90
BlackRock Global Funds - Fixed Income Global Opportunities Fund A2 PLN Hedged Other Bond No 1.22
HSBC Global Investment Funds - Global Emerging Markets Equity PC Global Emerging Markets Equity No Yes 1.39
AB - US Small and Mid-Cap Portfolio S Acc US Small-Cap Equity No No 0.15
AB - US Small and Mid-Cap Portfolio A Acc US Small-Cap Equity No No 2.00
AB - US Small and Mid-Cap Portfolio C Acc US Small-Cap Equity No No 2.45
AB - US Small and Mid-Cap Portfolio I Acc US Small-Cap Equity No No 1.20
Franklin European Corporate Bond Fund A(acc)EUR EUR Corporate Bond No Yes 0.95
Franklin European Corporate Bond Fund N(Ydis)EUR EUR Corporate Bond No Yes 1.65
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