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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 Low Duration Income Fund Institutional GBP (Hedged) Income Other Bond No Yes 0.60
PIMCO GIS Low Duration Income Fund Institutional GBP (Hedged) Accumulation Other Bond No Yes 0.60
PIMCO GIS Low Duration Income Fund Institutional Income USD Diversified Bond - Short Term No Yes 0.60
PIMCO GIS Low Duration Income Fund Institutional Accumulation USD Diversified Bond - Short Term No Yes 0.60
PIMCO GIS Low Duration Income Fund E Class EUR (Hedged) Accumulation Other Bond No Yes 1.50
PIMCO GIS Low Duration Income Fund E Class Accumulation USD Diversified Bond - Short Term No Yes 1.50
PIMCO GIS Low Duration Income Fund E Class EUR (Hedged) Income Other Bond No Yes 1.50
Ninety One Global Strategy Fund – Global Macro Allocation Fund A Acc USD USD Flexible Allocation No Yes 2.00
CT (Lux) - Global Focus Class IUP (USD Distribution Shares) Global Large-Cap Growth Equity No Yes 0.85
CT (Lux) - Global Focus Class AUP (USD Distribution Shares) Global Large-Cap Growth Equity No Yes 1.70
PIMCO GIS Low Duration Income Fund E Class USD Income USD Diversified Bond - Short Term No Yes 1.50
CT (Lux) - European Select Class 3E (EUR Accumulation Shares) Europe ex-UK Equity No Yes 0.88
CT (Lux) - European Select Class 8EP (EUR Distribution Shares) Europe ex-UK Equity No Yes 1.10
CT (Lux) - European Select Class 9E (EUR Accumulation Shares) Europe ex-UK Equity No Yes 0.84
CT (Lux) - European Select Class 1EP (EUR Distribution Shares) Europe ex-UK Equity No Yes 1.65
CT (Lux) - European Select Class 1E (EUR Accumulation Shares) Europe ex-UK Equity No Yes 1.65
CT (Lux) - European Select Class 3U (USD Accumulation Shares) Europe ex-UK Equity No Yes 0.88
CT (Lux) - European Select Class 2E (EUR Accumulation Shares) Europe ex-UK Equity No Yes 1.06
CT (Lux) - European Select Class 8E (EUR Accumulation Shares) Europe ex-UK Equity No Yes 1.10
UTI India Dynamic Equity EUR RDR India Equity No Yes 1.01
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