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 Diversified Income Fund Investor EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No 1.04
PIMCO GIS Diversified Income Fund E Class EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No 1.59
Templeton Global Bond Fund A(Ydis)EUR Global Flexible Bond No Yes 1.35
Manulife Global Fund - U.S. Special Opportunities Fund AA USD High Yield Bond No 1.26
BlackRock Global Funds - Systematic Global Equity High Income Fund A5 Hedged EUR Other Equity No Yes 1.81
Franklin Strategic Income Fund C(Mdis)USD USD Flexible Bond No 1.93
Franklin Strategic Income Fund A(Mdis)EUR USD Flexible Bond No 1.35
Allianz Global Investors Fund - Allianz GEM Equity High Dividend I EUR Global Emerging Markets Equity No No 1.29
Eastspring Investments - Asian Bond Fund - ADQ Asia Bond No 1.30
Templeton Global Bond Fund I(Ydis)EUR Global Flexible Bond No Yes 1.11
Franklin Strategic Income Fund I(acc)USD USD Flexible Bond No 0.80
Franklin Strategic Income Fund A(Mdis)USD USD Flexible Bond No 1.35
Franklin Euro High Yield Fund A(Mdis)EUR EUR High Yield Bond No 1.34
Franklin Strategic Income Fund A(acc)EUR USD Flexible Bond No 1.35
Allianz Global Investors Fund - Allianz GEM Equity High Dividend CT EUR Global Emerging Markets Equity No No 3.04
Templeton Global Bond Fund I(acc)EUR-H1 Global Flexible Bond - EUR Hedged No Yes 0.80
Templeton Global Balanced Fund N(acc)EUR-H1 EUR Moderate Allocation - Global No No 2.14
Templeton Global Balanced Fund A(acc)EUR-H1 EUR Moderate Allocation - Global No No 1.64
Franklin Global Fundamental Strategies Fund A(acc)USD USD Moderate Allocation No No 1.82
Franklin Global Fundamental Strategies Fund A(acc)EUR-H1 EUR Moderate Allocation - Global No No 1.82
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