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
BlackRock Global Funds - Japan Flexible Equity Fund D4 GBP Japan Large-Cap Blend Equity No Yes 1.06
BlackRock Global Funds - Global Equity Income Fund D5G GBP Hedged Other Equity No No 1.04
Fidelity Funds - Flexible Bond Fund Y-DIST-GBP Global Flexible Bond - GBP Hedged No No 0.80
Fidelity Funds - Italy Fund A-Acc-EUR Italy Equity No No 1.93
BNP Paribas Funds Emerging Bond Opportunities Classic Capitalisation Global Emerging Markets Bond No No 1.91
BNP Paribas Funds Emerging Bond Opportunities Classic RH EUR Capitalisation Global Emerging Markets Bond - EUR Hedged No No 1.94
Capital Group Japan Equity Fund (LUX) Zh-GBP Other Equity No No 0.96
Capital Group Japan Equity Fund (LUX) Zgdh-GBP Other Equity No No 0.96
Dimensional Global Short-Term Investment Grade Fixed Income Fund GBP Accumulation Global Corporate Bond - GBP Hedged No No 0.30
Dimensional Global Short-Term Investment Grade Fixed Income Fund GBP Distributing Global Corporate Bond - GBP Hedged No No 0.30
BlackRock Global Funds - European Value Fund D2 USD Hedged Other Equity No Yes 1.06
Franklin U.S. Low Duration Fund A(acc)EUR USD Diversified Bond - Short Term No 0.70
BlackRock Global Funds - Fixed Income Global Opportunities Fund A8 AUD Hedged Other Bond No 1.22
Franklin U.S. Low Duration Fund W(Mdis)USD USD Diversified Bond - Short Term No 0.48
BlackRock Global Funds - Fixed Income Global Opportunities Fund A8 CNH Hedged Other Bond No 1.22
Allspring (Lux) Worldwide Fund - U.S. Select Equity Fund I USD Acc US Mid-Cap Equity No No 1.10
HSBC Global Investment Funds - Global Short Duration Bond AC Global Diversified Bond - USD Hedged No No 0.70
Allspring (Lux) Worldwide Fund - U.S. Select Equity Fund A USD Acc US Mid-Cap Equity No No 1.80
PIMCO GIS Global Investment Grade Credit Fund Institutional CHF (Hedged) Income Global Corporate Bond - CHF Hedged No No 0.49
BlackRock Global Funds - Fixed Income Global Opportunities Fund A2 GBP Hedged Global Flexible Bond - GBP Hedged No 1.22
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