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
StocksPLUS™ Fund Institutional USD Income US Large-Cap Blend Equity No Yes 0.55
PIMCO GIS Global Real Return Fund Investor USD Income Global Inflation-Linked Bond - USD Hedged No Yes 0.84
Franklin Mutual U.S. Value Fund I(acc)USD US Large-Cap Value Equity No No 0.97
PineBridge Global Funds - Global Bond Fund A Global Diversified Bond - USD Hedged No Yes 1.97
Franklin Mutual U.S. Value Fund C(acc)USD US Large-Cap Value Equity No No 2.42
Templeton Asian Growth Fund C(acc)USD Asia ex-Japan Equity No Yes 2.74
BlackRock Global Funds - US Basic Value Fund A2 EUR Hedged Other Equity No No 1.80
AB FCP I - Short Duration Bond Portfolio C-DIST Global Diversified Bond - USD Hedged No No 1.56
HSBC Global Investment Funds - Asia Pacific ex Japan Equity High Dividend AS Asia-Pacific ex-Japan Equity Income No No 1.84
BlackRock Global Funds - India Fund A2 India Equity No No 1.89
BlackRock Global Funds - US Flexible Equity Fund A2 EUR Hedged Other Equity No Yes 1.80
Templeton Asian Growth Fund I(acc)USD Asia ex-Japan Equity No Yes 1.16
AB FCP I - Short Duration Bond Portfolio AT-DIST Global Diversified Bond - USD Hedged No No 1.16
Goldman Sachs Emerging Markets Equity Portfolio Base Acc USD Global Emerging Markets Equity No Yes 1.95
PIMCO GIS Global Bond Fund E Class USD Income Global Diversified Bond - USD Hedged No Yes 1.39
PIMCO GIS Global Real Return Fund E Class USD Income Global Inflation-Linked Bond - USD Hedged No Yes 1.39
Schroder International Selection Fund Asian Equity Yield C Distribution USD M Asia-Pacific ex-Japan Equity Income No Yes 1.29
JPMorgan Funds - Japan Equity Fund A (acc) - JPY Japan Large-Cap Growth Equity No No 1.76
Schroder International Selection Fund China Opportunities C Accumulation USD China Equity No Yes 1.28
BlackRock Global Funds - European Equity Transition Fund A2 Europe Large-Cap Growth Equity No Yes 1.83
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