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 Dynamic Bond Fund Institutional GBP (Hedged) Accumulation Global Flexible Bond - GBP Hedged No Yes 0.90
PIMCO GIS Balanced Income and Growth Fund Institutional GBP (Hedged) Income GBP Allocation 40-60% Equity No Yes 0.95
PIMCO GIS Total Return Bond Fund Institutional GBP (Hedged) Accumulation Other Bond No Yes 0.50
Fidelity Funds - China Focus Fund Y-DIST-GBP China Equity No No 1.06
BlackRock Global Funds - European Fund A4 GBP Europe Large-Cap Growth Equity No Yes 1.82
BlackRock Global Funds - Euro-Markets Fund A4 GBP Eurozone Large-Cap Equity No Yes 1.81
BlackRock Global Funds - Continental European Flexible Fund A4 GBP Hedged Other Equity No Yes 1.81
Templeton China Fund I(Ydis)GBP China Equity No Yes 1.36
BlackRock Global Funds - Continental European Flexible Fund D4 USD Hedged Other Equity No Yes 1.06
Dimensional World Allocation 40/60 Fund GBP Distributing GBP Allocation 20-40% Equity No No 0.30
Dimensional World Allocation 40/60 Fund GBP Accumulation GBP Allocation 20-40% Equity No No 0.30
BlackRock Global Funds - Latin American Fund A4 Latin America Equity No No 2.07
PIMCO GIS Dynamic Bond Fund Institutional GBP (Hedged) Income Global Flexible Bond - GBP Hedged No Yes 0.90
Franklin India Fund W(acc)GBP India Equity No No 1.00
Templeton Asian Growth Fund W(acc)GBP Asia ex-Japan Equity No Yes 1.21
Templeton Latin America Fund W(acc)GBP Latin America Equity No No 1.31
Templeton China Fund W(acc)GBP China Equity No Yes 1.40
BlackRock Global Funds - China Fund D4 GBP Hedged Other Equity No Yes 1.08
BlackRock Global Funds - Continental European Flexible Fund D4 GBP Hedged Other Equity No Yes 1.06
BlackRock Global Funds - China Fund D2 GBP Hedged Other Equity No Yes 1.10
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