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
BNP Paribas Funds Europe Convertible Classic Capitalisation Convertible Bond - Europe No No 1.61
Janus Henderson Capital Funds plc - Balanced Fund Class A2 USD USD Moderate Allocation No Yes 1.88
T. Rowe Price Funds SICAV - US Large Cap Growth Equity Fund A US Large-Cap Growth Equity No Yes 1.59
PIMCO GIS Total Return Bond Fund Investor USD Accumulation USD Diversified Bond No Yes 0.85
Templeton European Small-Mid Cap Fund N(acc)EUR Europe Small-Cap Equity No Yes 2.66
PIMCO GIS Low Average Duration Fund Institutional USD Accumulation USD Diversified Bond - Short Term No Yes 0.46
PIMCO GIS Global Bond Fund Institutional USD Accumulation Global Diversified Bond - USD Hedged No Yes 0.49
PIMCO GIS Global Bond Fund Investor USD Income Global Diversified Bond - USD Hedged No Yes 0.84
Franklin Mutual U.S. Value Fund A(acc)EUR US Large-Cap Value Equity No No 1.83
PIMCO GIS Total Return Bond Fund Investor USD Income USD Diversified Bond No Yes 0.85
PineBridge Global Funds - Global Bond Fund Y Global Diversified Bond - USD Hedged No Yes 0.94
PIMCO GIS Global Bond Ex-US Fund Institutional USD Accumulation Global Diversified Bond - USD Hedged No Yes 0.49
PIMCO GIS Global Bond Fund Institutional USD Income Global Diversified Bond - USD Hedged No Yes 0.49
PIMCO GIS Low Average Duration Fund Investor USD Income USD Diversified Bond - Short Term No Yes 0.81
PIMCO GIS Global Bond Fund Investor USD Accumulation Global Diversified Bond - USD Hedged No Yes 0.84
PIMCO GIS Global Real Return Fund Investor USD Accumulation Global Inflation-Linked Bond - USD Hedged No Yes 0.84
BlackRock Global Funds - US Basic Value Fund A4 US Large-Cap Value Equity No No 1.80
StocksPLUS™ Fund Investor USD Accumulation US Large-Cap Blend Equity No Yes 0.90
Schroder International Selection Fund US Large Cap I Accumulation USD US Large-Cap Blend Equity No Yes 0.05
StocksPLUS™ Fund Institutional USD Accumulation US Large-Cap Blend Equity No Yes 0.55
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