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
Ninety One Global Strategy Fund - Global Gold Fund A Acc USD Sector Equity Precious Metals No No 1.90
Templeton Emerging Markets Smaller Companies Fund A(Ydis)GBP Global Emerging Markets Small/Mid-Cap Equity No Yes 2.48
BlackRock Global Funds - World Gold Fund A2 EUR Hedged Other Equity No No 2.09
Templeton Emerging Markets Smaller Companies Fund A(acc)EUR Global Emerging Markets Small/Mid-Cap Equity No Yes 2.48
Schroder International Selection Fund US Small & Mid-Cap Equity A Accumulation EUR Hedged Other Equity No Yes 1.87
Fidelity Funds - Emerging Asia Fund A-DIST-USD Asia ex-Japan Equity No Yes 1.95
Fidelity Funds - Germany Fund Y-Acc-EUR Germany Equity No Yes 1.06
Fidelity Funds - Emerging Asia Fund A-DIST-EUR Asia ex-Japan Equity No Yes 1.95
First Sentier Global Listed Infrastructure Fund Class I (Distributing) USD Sector Equity Infrastructure No No 1.58
FTGF ClearBridge US Appreciation Fund Class A US$ Accumulating US Large-Cap Blend Equity No No 1.74
FTGF Western Asset Asian Opportunities Fund Class A US$ Accumulating Asia Bond - Local Currency No 1.37
PIMCO GIS Global Investment Grade Credit Fund Institutional GBP (Hedged) Income Global Corporate Bond - GBP Hedged No 0.50
Fidelity Funds - Emerging Asia Fund Y-Acc-USD Asia ex-Japan Equity No Yes 1.10
PIMCO GIS Global Investment Grade Credit Fund Institutional EUR (Hedged) Income Global Corporate Bond - EUR Hedged No 0.50
Natixis International Funds (Lux) I - Loomis Sayles Global Credit Fund R/A (USD) Global Corporate Bond No No 1.20
PIMCO GIS Global Investment Grade Credit Fund Investor GBP (Hedged) Income Global Corporate Bond - GBP Hedged No 0.80
PIMCO GIS Global Investment Grade Credit Fund Administrative USD Income Global Corporate Bond - USD Hedged No 1.00
Allianz Global Investors Fund - Allianz Europe Equity Growth A GBP Europe Large-Cap Growth Equity No Yes 1.85
FTGF Western Asset Short Duration Blue Chip Bond Fund Class A US$ Distributing (M) Global Corporate Bond No Yes 1.11
PIMCO GIS Global Investment Grade Credit Fund E Class GBP (Hedged) Income Global Corporate Bond - GBP Hedged No 1.40
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