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 Emerging Markets Bond Fund Administrative USD Accumulation Global Emerging Markets Bond No 1.29
BlackRock Global Funds - US Dollar Short Duration Bond Fund A1 USD USD Diversified Bond - Short Term No 0.87
PIMCO GIS US High Yield Bond Fund Investor EUR (Hedged) Accumulation Other Bond No 0.90
PIMCO GIS Emerging Markets Bond Fund Institutional EUR (Hedged) Accumulation Global Emerging Markets Bond - EUR Hedged No 0.79
Franklin Euro High Yield Fund I(acc)EUR EUR High Yield Bond No 0.60
PIMCO GIS Emerging Markets Bond Fund H Institutional USD Accumulation Global Emerging Markets Bond No 0.96
ODDO BHF Euro High Yield Bond DI-EUR EUR High Yield Bond No 0.79
Fidelity Funds - Fidelity Target 2020 Fund(USD) Target Date 2016 - 2020 No 0.84
PIMCO GIS Emerging Markets Bond Fund Investor USD Accumulation Global Emerging Markets Bond No 1.14
PIMCO GIS Emerging Markets Bond Fund Institutional GBP (Hedged) Accumulation Global Emerging Markets Bond - GBP Hedged No 0.79
Franklin Floating Rate Fund PLC AX USD Dis Global/US Loan No 1.30
Schroder International Selection Fund Strategic Bond C Distribution USD AV Global Flexible Bond No 0.80
Franklin Floating Rate Fund PLC A USD Acc Global/US Loan No 1.10
Franklin Floating Rate Fund PLC N USD Acc Global/US Loan No 1.80
AB - European Income Portfolio C2 Acc EUR Flexible Bond No 1.80
BlackRock Global Funds - Global High Yield Bond Fund A3 EUR Hedged Global High Yield Bond - EUR Hedged No 1.45
Franklin Floating Rate Fund PLC N USD Dis Global/US Loan No 1.79
Franklin Floating Rate Fund PLC A USD Dis Global/US Loan No 1.10
BlackRock Global Funds - US Dollar High Yield Bond Fund A3 USD USD High Yield Bond No 1.44
BlackRock Global Funds - US Dollar Short Duration Bond Fund A3 USD Diversified Bond - Short Term No 0.88
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