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 Euro Bond Privl Capitalisation EUR Diversified Bond No No 0.69
AB FCP I - Short Duration Bond Portfolio C2-ACCU Global Diversified Bond - USD Hedged No No 1.56
AB FCP I - Short Duration Bond Portfolio A-DIST Global Diversified Bond - USD Hedged No No 1.16
Franklin Technology Fund N (Acc) EUR Sector Equity Technology No Yes 2.53
Templeton Eastern Europe Fund N(acc)EUR Other Equity No No 2.95
BNP Paribas Funds Euro Bond I Capitalisation EUR Diversified Bond No No 0.49
PineBridge Global Emerging Markets Focus Equity Fund Y Global Emerging Markets Equity No Yes 1.14
Janus Henderson Capital Funds plc - Global Technology and Innovation Fund A2 USD Sector Equity Technology No Yes 2.42
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
Amundi Funds - US Short Term Bond A2 USD (C) USD Ultra Short-Term Bond No 0.70
T. Rowe Price Funds SICAV - US Large Cap Growth Equity Fund A USD 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
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