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
Dimensional Global Core Equity Fund GBP Distributing Global Large-Cap Blend Equity No No 0.26
Dimensional Global Targeted Value Fund GBP Accumulation Global Small/Mid-Cap Equity No No 0.44
Dimensional Global Core Equity Fund GBP Accumulation Global Large-Cap Blend Equity No No 0.26
Aviva Investors - Global High Yield Bond Fund Amh GBP Inc Global High Yield Bond - GBP Hedged No 1.34
JPMorgan Funds - ASEAN Equity Fund A (acc) - USD ASEAN Equity No No 1.79
Natixis International Funds (Lux) I - Harris Associates U.S. Value Equity Fund S/A (USD) US Large-Cap Value Equity No No 0.71
Templeton Global Bond Fund I(Mdis)GBP-H1 Global Flexible Bond - GBP Hedged No Yes 0.83
Templeton Global Bond Fund I(Mdis)GBP Global Flexible Bond No Yes 0.83
BlackRock Global Funds - Euro Short Duration Bond Fund A4 GBP Hedged Other Bond No 0.90
HSBC Global Investment Funds - BRIC Equity AC Other Equity No No 1.84
Templeton Emerging Markets Bond Fund A(Qdis)GBP Global Emerging Markets Bond - Local Currency No Yes 1.80
Templeton Global Bond Fund Z(Ydis)EUR-H1 Global Flexible Bond - EUR Hedged No Yes 1.06
Templeton Emerging Markets Bond Fund I(Qdis)GBP-H1 Other Bond No Yes 0.90
BlackRock Global Funds - Euro Short Duration Bond Fund A2 CHF Hedged Other Bond No 0.90
BlackRock Global Funds - Euro Short Duration Bond Fund D4 GBP Hedged Other Bond No 0.55
Capital Group Global High Income Opportunities (LUX) Bdh-GBP Global Flexible Bond - GBP Hedged No 1.67
Templeton Global Bond Fund W(Mdis)GBP-H1 Global Flexible Bond - GBP Hedged No Yes 0.86
Templeton Emerging Markets Bond Fund W(Qdis)GBP-H1 Other Bond No Yes 0.95
Templeton Frontier Markets Fund W(acc)GBP Global Frontier Markets Equity No No 1.53
Templeton Global Bond Fund W(Mdis)GBP Global Flexible Bond No Yes 0.86
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