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 Global Real Return Fund E Class USD Accumulation Global Inflation-Linked Bond - USD Hedged No Yes 1.39
PIMCO GIS Global Bond Ex-US Fund Institutional EUR (Hedged) Accumulation Global Diversified Bond - EUR Hedged No Yes 0.49
PIMCO GIS Low Average Duration Fund E Class USD Income USD Diversified Bond - Short Term No Yes 1.36
PIMCO GIS Global Bond Ex-US Fund Institutional USD Income Global Diversified Bond - USD Hedged No Yes 0.49
PIMCO GIS Global Bond Fund Investor NOK (Hedged) Accumulation Global Diversified Bond - NOK Hedged No Yes 0.84
Nikko AM Shenton Asia Dividend Equity Fund Asia ex-Japan Equity No Yes 2.40
PIMCO GIS Global Real Return Fund Institutional EUR (Hedged) Income Global Inflation-Linked Bond - EUR Hedged No Yes 0.49
PIMCO GIS Global Real Return Fund Administrative USD Accumulation Global Inflation-Linked Bond - USD Hedged No Yes 0.99
PIMCO GIS Global Bond Fund Institutional NZD (Hedged) Income Other Bond No Yes 0.49
abrdn Singapore Equity Fund - SGD Singapore Equity No No 1.62
Nikko AM Shenton Income Fund - SGD Class Asia Bond No No 1.35
PIMCO GIS Global Bond Fund Institutional USD (Currency Exposure) Accumulation Global Diversified Bond - USD Hedged No Yes 0.49
United Global Financials Fund Sector Equity Financial Services No Yes 2.86
PIMCO GIS Global Bond Fund Investor GBP (Hedged) Accumulation Global Diversified Bond - GBP Hedged No Yes 0.84
PIMCO GIS Global Bond Fund E Class USD Accumulation Global Diversified Bond - USD Hedged No Yes 1.39
United Global Technology Fund Sector Equity Technology No Yes 2.63
Schroder Asian Equity Yield Fund Class A Asia-Pacific ex-Japan Equity Income No Yes 1.75
First Sentier Global Balanced Fund Class A Accumulation USD Moderate Allocation No Yes 1.53
PIMCO GIS Total Return Bond Fund E Class USD Accumulation USD Diversified Bond No Yes 1.40
PIMCO GIS Euro Bond Fund Institutional CHF (Hedged) Accumulation Other Bond No Yes 0.46
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