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
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 Putnam US Research 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 1.41
PIMCO GIS Global Investment Grade Credit Fund Institutional GBP (Hedged) Income Global Corporate Bond - GBP Hedged No No 0.49
Fidelity Funds - Emerging Asia Fund Y-Acc-USD Asia ex-Japan Equity No Yes 1.10
Allianz Global Investors Fund - Allianz Asia Pacific Income A EUR Asia Allocation No No 1.81
PIMCO GIS Global Investment Grade Credit Fund Institutional EUR (Hedged) Income Global Corporate Bond - EUR Hedged No No 0.49
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 No 0.84
PIMCO GIS Global Investment Grade Credit Fund Administrative USD Income Global Corporate Bond - USD Hedged No No 0.99
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 1.13
PIMCO GIS Global Investment Grade Credit Fund E Class GBP (Hedged) Income Global Corporate Bond - GBP Hedged No No 1.39
Templeton European Opportunities Fund A(Ydis)GBP Europe Flex-Cap Equity No No 1.84
PIMCO GIS Global Investment Grade Credit Fund Institutional CHF (Hedged) Accumulation Global Corporate Bond - CHF Hedged No No 0.49
CT (Lux) - Enhanced Commodities Class AGH (GBP Accumulation Hedged Shares) Commodities - Broad Basket No 1.20
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