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 SEK (Hedged) Accumulation Other Bond No 0.50
BlackRock Global Funds - Global Allocation Fund A2 AUD Hedged Other Allocation No No 1.77
Nordea 1 - US Corporate Bond Fund BP USD USD Corporate Bond No 1.02
Franklin U.S. Government Fund Z(acc)USD USD Government Bond No Yes 0.72
Templeton Asian Bond Fund Z(acc)USD Asia Bond - Local Currency No Yes 1.13
Franklin Mutual Global Discovery Fund Z(acc)USD Global Large-Cap Value Equity No No 1.33
CT (Lux) - Global Technology Class AU (USD Accumulation Shares) Sector Equity Technology No Yes 1.95
BNY Mellon Global Real Return Fund (EUR) A Acc EUR Flexible Allocation - Global No Yes 1.70
BlackRock Global Funds - World Mining Fund A2 PLN Hedged Other Equity No No 2.06
BlackRock Global Funds - Fixed Income Global Opportunities Fund A2 PLN Hedged Other Bond No 1.22
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A2 PLN Hedged Other Bond No 1.27
FTGF Western Asset Asian Opportunities Fund Class A US$ Distributing (M) Asia Bond - Local Currency No 1.37
Franklin U.S. Opportunities Fund Z(acc)USD US Large-Cap Growth Equity No Yes 1.20
PIMCO GIS Emerging Markets Corporate Bond Fund Institutional EUR (Hedged) Accumulation Global Emerging Markets Corporate Bond - EUR Hedged No No 0.90
BlackRock Global Funds - Global Allocation Fund A2 PLN Hedged Other Allocation No No 1.77
Allianz Global Investors Fund - Allianz US Equity Fund A EUR US Large-Cap Blend Equity No Yes 1.85
Franklin U.S. Government Fund A(Mdis)HKD USD Government Bond No Yes 1.01
Franklin U.S. Government Fund A(acc)HKD USD Government Bond No Yes 1.01
PIMCO GIS Global Advantage Fund Institutional EUR (Partially Hedged) Accumulation Global Diversified Bond No Yes 0.70
PIMCO GIS Emerging Markets Corporate Bond Fund E Class EUR (Hedged) Accumulation Global Emerging Markets Corporate Bond - EUR Hedged No No 1.80
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