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 Investment Grade Credit Fund E Class USD Income Global Corporate Bond - USD Hedged No No 1.40
HSBC Global Investment Funds - Global Bond IC Global Diversified Bond No 0.52
BlackRock Global Funds - World Gold Fund I2 Sector Equity Precious Metals No No 1.07
Fidelity Funds - Global Thematic Opportunities Fund Y-Acc-USD Global Large-Cap Growth Equity No No 1.05
BlackRock Global Funds - Euro Bond Fund I2 EUR EUR Diversified Bond No 0.47
BlackRock Global Funds - US Flexible Equity Fund I2 US Large-Cap Blend Equity No Yes 0.80
Franklin Rising Dividends Fd Class A US Large-Cap Blend Equity No Yes 0.96
Fidelity Funds - Global Focus Fund Y-Acc-USD Global Large-Cap Blend Equity No No 1.06
BlackRock Global Funds - World Mining Fund I2 Sector Equity Natural Resources No No 1.06
abrdn SICAV I - Global Innovation Equity Fund I Acc USD Global Large-Cap Growth Equity No Yes 0.88
BlackRock Global Funds - Global Allocation Fund D2 USD Moderate Allocation No No 1.02
Janus Henderson Horizon Global Technology Leaders Fund I2 USD Sector Equity Technology No Yes 1.00
GAM Star Fund plc - GAM Star Global Equity Selling Agent A USD Acc Global Large-Cap Blend Equity No Yes 2.26
Eastspring Investments - Global Market Navigator Fund - A USD Flexible Allocation No Yes 1.60
FTGF Western Asset Asian Opportunities Fund Premier Class US$ Accumulating Asia Bond - Local Currency No 0.72
GAM Star Fund plc - GAM Star European Equity Class A EUR Accumulation Europe Large-Cap Growth Equity No No 1.73
PIMCO GIS Global Investment Grade Credit Fund H Institutional USD Accumulation Global Corporate Bond - USD Hedged No No 0.70
Fidelity Funds - Global Short Duration Income Fund A-Acc-USD Global Flexible Bond - USD Hedged No 1.06
BlackRock Global Funds - Global Allocation Fund I2 USD Moderate Allocation No No 0.81
FSITC Global Trends Global Large-Cap Growth Equity No Yes 2.13
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