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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
Fidelity Funds - Global Inflation-linked Bond Fund A-Acc-USD Global Inflation-Linked Bond No 0.71
BlackRock Global Funds - United Kingdom Fund D2 UK Large-Cap Equity No No 1.08
BlackRock Global Funds - China Fund A4 GBP Hedged Other Equity No Yes 1.84
BlackRock Global Funds - Continental European Flexible Fund D2 Europe ex-UK Equity No Yes 1.07
Ninety One Global Strategy Fund - Global Franchise Fund A Acc USD Global Large-Cap Growth Equity No Yes 1.90
HSBC Portfolios - World Selection 5 AC USD Aggressive Allocation No No 1.59
PIMCO GIS Global Bond Fund E Class GBP (Hedged) Income Global Diversified Bond - GBP Hedged No 1.39
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 1.00
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 1.81
BlackRock Global Funds - Euro-Markets Fund A4 GBP Eurozone Large-Cap Equity No Yes 1.82
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 - Global Equity Income Fund A2 Global Equity Income No No 1.81
BlackRock Global Funds - Global Equity Income Fund A5G GBP Global Equity Income No No 1.82
BlackRock Global Funds - Global Equity Income Fund D2 USD Global Equity Income No No 1.07
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
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