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
Franklin Mutual European Fund A(Ydis)GBP Europe Large-Cap Value Equity No No 1.82
Franklin Mutual Global Discovery Fund A(Ydis)GBP Global Large-Cap Value Equity No No 1.82
Schroder International Selection Fund Global Energy A Accumulation USD Sector Equity Energy No No 1.85
PIMCO GIS Global Investment Grade Credit Fund Institutional GBP (Hedged) Accumulation Global Corporate Bond - GBP Hedged No No 0.49
Templeton Asian Bond Fund A(acc)EUR Asia Bond - Local Currency No Yes 1.46
Franklin U.S. Opportunities Fund A(Ydis)GBP US Large-Cap Growth Equity No Yes 1.79
Fidelity Funds - Germany Fund A-Acc-EUR Germany Equity No Yes 1.92
Fidelity Funds - Flexible Bond Fund A-Acc-GBP Global Flexible Bond - GBP Hedged No No 1.45
Capital Group Emerging Markets Debt Fund (LUX) A4h-EUR Global Emerging Markets Bond - EUR Hedged No No 0.60
T. Rowe Price Funds SICAV - Global Allocation Fund Q USD Moderate Allocation No No 0.79
Schroder International Selection Fund Japanese Equity A Accumulation USD Japan Large-Cap Blend Equity No Yes 1.60
PIMCO GIS US Investment Grade Corporate Bond Fund Institutional USD Income USD Corporate Bond No 0.49
Franklin U.S. Government Fund A(acc)EUR-H1 Other Bond No Yes 1.01
PIMCO GIS Global Investment Grade Credit Fund Institutional USD (Currency Exposure) Income Global Corporate Bond - USD Hedged No No 0.49
Franklin U.S. Low Duration Fund A(acc)EUR-H1 Other Bond No 0.70
PIMCO GIS US Investment Grade Corporate Bond Fund Institutional USD Accumulation USD Corporate Bond No 0.49
PIMCO GIS US Investment Grade Corporate Bond Fund Institutional EUR (Hedged) Accumulation Other Bond No 0.49
PIMCO GIS US Investment Grade Corporate Bond Fund E Class USD Income USD Corporate Bond No 1.39
PIMCO GIS US Investment Grade Corporate Bond Fund Institutional GBP (Hedged) Income II Other Bond No 0.49
BlackRock Global Funds - Euro Bond Fund D4 GBP Hedged Other Bond No 0.59
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