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
Schroder Asia More+ AUD Hedged A Acc Other Allocation No No 1.22
Schroder Asia More+ AUD Hedged A Dis Other Allocation No No 1.21
Schroder Asia More+ USD Hedged A Acc Other Allocation No No 1.22
PIMCO GIS Diversified Income Fund H Institutional USD Income Global Flexible Bond - USD Hedged No 0.86
Capital Group US Corporate Bond Fund (LUX) Zdh-GBP Other Bond No No 0.70
Pictet - Family I CHF Global Large-Cap Growth Equity No Yes 1.06
Pictet - Family P CHF Global Large-Cap Growth Equity No Yes 1.85
Pictet - Family HI CHF Other Equity No Yes 1.11
Pictet - Family HP CHF Other Equity No Yes 1.90
PineBridge Global PineBridge US Large Cap Research Enhanced Fund Class A5H Other Equity No No 1.73
Capital Group US Corporate Bond Fund (LUX) Bh-EUR Other Bond No No 1.20
Pictet - Absolute Return Fixed Income HI SEK Other Bond No 0.55
Capital Group US Corporate Bond Fund (LUX) Bd USD Corporate Bond No No 1.10
Capital Group US Corporate Bond Fund (LUX) Zh-EUR Other Bond No No 0.70
Capital Group US Corporate Bond Fund (LUX) Zh-CHF Other Bond No No 0.70
PIMCO GIS Diversified Income Fund W Class EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No 0.55
PIMCO GIS Diversified Income Fund W Class CHF (Hedged) Income Global Flexible Bond - CHF Hedged No 0.55
Pictet - Strategic Credit HP GBP Acc Global Flexible Bond - GBP Hedged No No 0.92
Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund N/A (GBP) US Large-Cap Growth Equity No Yes 1.15
Capital Group Global Total Return Bond Fund (LUX) Z GBP Global Flexible Bond No 0.70
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