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 H Institutional USD Accumulation Global Inflation-Linked Bond - USD Hedged No Yes 0.70
PIMCO GIS Total Return Bond Fund Institutional USD Income USD Diversified Bond No Yes 0.50
Pictet-CHF Bonds I CHF Bond No 0.41
PIMCO GIS Global Bond Ex-US Fund Administrative USD Accumulation Global Flexible Bond - USD Hedged No 1.00
PIMCO GIS Total Return Bond Fund H Institutional USD Accumulation USD Diversified Bond No Yes 0.70
PIMCO GIS Global Bond Fund Institutional EUR (Hedged) Accumulation Global Diversified Bond - EUR Hedged No 0.50
Templeton China Fund I(acc)USD China Equity No Yes 1.36
PIMCO GIS Global Bond Fund Institutional CHF (Hedged) Income Global Diversified Bond - CHF Hedged No 0.50
PIMCO GIS Global Bond Fund Administrative USD Accumulation Global Diversified Bond - USD Hedged No 1.00
PIMCO GIS Global Real Return Fund Investor EUR (Hedged) Accumulation Global Inflation-Linked Bond - EUR Hedged No Yes 0.80
PIMCO GIS Global Bond Fund H Institutional USD Accumulation Global Diversified Bond - USD Hedged No 0.70
Templeton China Fund N(acc)USD China Equity No Yes 2.96
StocksPLUS™ Fund Institutional USD Income US Large-Cap Blend Equity No Yes 0.60
PIMCO GIS Global Real Return Fund Investor USD Income Global Inflation-Linked Bond - USD Hedged No Yes 0.80
PineBridge Global Funds - Greater China Equity Fund A Greater China Equity No Yes 2.10
Franklin Mutual U.S. Value Fund I(acc)USD US Large-Cap Value Equity No No 0.97
Templeton European Opportunities Fund I(acc)EUR Europe Flex-Cap Equity No Yes 0.98
Pictet-CHF Bonds P CHF Bond No 0.63
Franklin Mutual U.S. Value Fund C(acc)USD US Large-Cap Value Equity No No 2.42
Schroder International Selection Fund Strategic Bond C Distribution USD AV Global Flexible Bond No 0.80
© Copyright 2025 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy        Disclosures