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 Global Real Return Fund H Institutional USD Accumulation Global Inflation-Linked Bond - USD Hedged No Yes 0.70
Jupiter China Equity Fund B USD Acc China Equity No Yes 3.11
Schroder International Selection Fund Emerging Markets Debt Total Return A1 Dis EUR Hedged M Other Bond No 2.30
MFS Meridian Funds - U.S. Government Bond Fund A2 USD USD Government Bond No 0.98
BlackRock Global Funds - Emerging Markets Fund C2 Global Emerging Markets Equity No No 3.14
PIMCO GIS Total Return Bond Fund H Institutional USD Accumulation USD Diversified Bond No Yes 0.70
Schroder International Selection Fund Strategic Bond I Accumulation USD Global Flexible Bond No 0.06
Templeton China Fund I(acc)USD China Equity No Yes 1.36
Schroder International Selection Fund Strategic Bond A1 Accumulation EUR Hedged Global Flexible Bond - EUR Hedged No 1.78
Schroder International Selection Fund Emerging Europe I Accumulation EUR Other Equity No No 0.19
PIMCO GIS Global Bond Fund H Institutional USD Accumulation Global Diversified Bond - USD Hedged No 0.70
PineBridge Global Funds - Greater China Equity Fund A Greater China Equity No Yes 2.10
Franklin Mutual U.S. Value Fund I(acc)USD US Large-Cap Value Equity No No 0.97
Schroder International Selection Fund Asian Equity Yield A1 Accumulation USD Asia-Pacific ex-Japan Equity Income No Yes 2.34
PineBridge Global Funds - Global Bond Fund A Global Diversified Bond - USD Hedged No Yes 1.97
Schroder International Selection Fund Strategic Bond A1 Accumulation USD Global Flexible Bond No 1.75
JPMorgan Funds - Latin America Equity Fund C (acc) - USD Latin America Equity No No 0.95
Schroder International Selection Fund Strategic Bond C Distribution USD AV Global Flexible Bond No 0.80
Amundi Funds - Strategic Income B USD MGI (D) USD Flexible Bond No 2.28
JPMorgan Funds - US Aggregate Bond Fund A (acc) - USD USD Diversified Bond No 1.10
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