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 Investment Grade Credit Fund Institutional CHF (Hedged) Accumulation Global Corporate Bond - CHF Hedged No 0.50
CT (Lux) - Enhanced Commodities Class AGH (GBP Accumulation Hedged Shares) Commodities - Broad Basket No 1.20
Franklin Global Real Estate Fund A(acc)EUR-H1 Property - Indirect Other No Yes 1.89
BNY Mellon Global Equity Income Fund USD B Inc Global Equity Income No No 1.62
BlackRock Global Funds - Euro Bond Fund A4 GBP EUR Diversified Bond No 0.98
BlackRock Global Funds - European Equity Income Fund A2 Europe Equity Income No Yes 1.82
BlackRock Global Funds - World Energy Fund D4 Sector Equity Energy No No 1.30
Allianz Global Investors Fund - Allianz Renminbi Fixed Income A USD RMB Bond - Onshore No Yes 1.05
PIMCO GIS Emerging Markets Corporate Bond Fund Institutional GBP (Hedged) Income Global Emerging Markets Corporate Bond - GBP Hedged No No 0.95
Dimensional World Allocation 60/40 Fund GBP Accumulation GBP Allocation 40-60% Equity No No 0.30
Dimensional World Allocation 60/40 Fund GBP Distributing GBP Allocation 40-60% Equity No No 0.30
Templeton Emerging Markets Smaller Companies Fund W(acc)GBP Global Emerging Markets Small/Mid-Cap Equity No Yes 1.48
BlackRock Global Funds - Asian Dragon Fund D4 GBP Asia ex-Japan Equity No No 1.10
BlackRock Global Funds - Euro Bond Fund D4 GBP EUR Diversified Bond No 0.63
BlackRock Global Funds - Global Allocation Fund D2 GBP Hedged GBP Allocation 40-60% Equity No No 1.02
BlackRock Global Funds - World Gold Fund D2 GBP Hedged Other Equity No No 1.34
BlackRock Global Funds - World Mining Fund D4 GBP Sector Equity Natural Resources No No 1.32
BlackRock Global Funds - European Value Fund D4 GBP Europe Large-Cap Value Equity No Yes 1.07
BlackRock Global Funds - India Fund D4 GBP India Equity No No 1.12
BlackRock Global Funds - US Flexible Equity Fund D4 GBP US Large-Cap Blend Equity No Yes 1.06
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