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
Eastspring Investments - US High Investment Grade Bond Fund - A USD Corporate Bond No 1.00
Franklin Mutual European Fund C(acc)EUR Europe Large-Cap Value Equity No No 2.33
Schroder International Selection Fund Global Equity Alpha C Accumulation EUR Global Large-Cap Blend Equity No Yes 0.83
PineBridge Global Funds-PineBridge Japan Equity Fund Class Y Japan Large-Cap Blend Equity No Yes 1.34
PineBridge Global Funds-PineBridge Japan Equity Fund Class A Japan Large-Cap Blend Equity No Yes 2.17
Schroder International Selection Fund Asian Opportunities C Accumulation EUR Asia ex-Japan Equity No Yes 1.06
Aviva Investors - Global Emerging Markets Core Fund I USD Acc Global Emerging Markets Equity No No 0.60
Schroder International Selection Fund US Small & Mid-Cap Equity C Accumulation EUR US Mid-Cap Equity No Yes 1.14
Schroder International Selection Fund Global Equity Alpha A Accumulation EUR Global Large-Cap Blend Equity No Yes 1.83
Schroder International Selection Fund Global Bond I Accumulation USD Hedged Global Diversified Bond - USD Hedged No 0.11
Templeton Asian Bond Fund A(Mdis)USD Asia Bond - Local Currency No Yes 1.46
Schroder International Selection Fund Global Equity Alpha C Distribution USD AV Global Large-Cap Blend Equity No Yes 0.83
Neuberger Berman US Real Estate Securities Fund USD A Accumulating Class Property - Indirect North America No Yes 1.74
Franklin Japan Fund A(acc)USD Japan Large-Cap Blend Equity No Yes 1.84
PIMCO GIS Global Investment Grade Credit Fund Investor USD Accumulation Global Corporate Bond - USD Hedged No No 0.84
Schroder International Selection Fund Global Energy C Distribution USD AV Sector Equity Energy No No 1.30
PIMCO GIS Global Investment Grade Credit Fund E Class EUR (Hedged) Accumulation Global Corporate Bond - EUR Hedged No No 1.39
PIMCO GIS Global Investment Grade Credit Fund Investor EUR (Hedged) Accumulation Global Corporate Bond - EUR Hedged No No 0.84
Schroder International Selection Fund Global Energy C Accumulation USD Sector Equity Energy No No 1.30
Schroder Multi-Asset Revolution A USD Moderate Allocation No Yes 1.51
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