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
Ongoing Charges %
Morningstar Rating for Funds
Virtus GF U.S. Small-Mid Cap Fund Class M EUR Distribution US Mid-Cap Equity No Yes
PIMCO GIS Income Fund Institutional JPY (Hedged) Income Other Bond No Yes 0.55
PIMCO GIS Income Fund Institutional AUD (Hedged) Income Other Bond No Yes 0.55
Wellington US Quality Growth GBP T AccU US Large-Cap Growth Equity No Yes 0.12
SEI Global Master Fund plc - The SEI Dynamic Asset Allocation Fund Sterling Hedged Instl Acc GBP Allocation 60-80% Equity No No
T. Rowe Price Funds SICAV - US Smaller Companies Equity Fund Ix GBP 10 US Small-Cap Equity No No
T. Rowe Price Funds SICAV - US Large Cap Growth Equity Fund Ix GBP 10 US Large-Cap Growth Equity No Yes
BNP Paribas Funds Local Emerging Bond Classic GBP Distribution Global Emerging Markets Bond - Local Currency No Yes
Wellington II Global Total Return Fund SGD S AccH Other Bond No
PGIM Jennison Global Equity Opportunities Fund GBP II Accumulation Global Large-Cap Growth Equity No Yes 0.08
PIMCO GIS Balanced Income and Growth Fund M Retail HKD (UnHedged) Accumulation USD Moderate Allocation No No 1.6
PIMCO GIS Balanced Income and Growth Fund M Retail HKD (UnHedged) Income II USD Moderate Allocation No No 1.6
PIMCO GIS Balanced Income and Growth Fund M Retail HKD (UnHedged) Income USD Moderate Allocation No No 1.6
PIMCO GIS Balanced Income and Growth Fund Inst RMB (UnHedged) Income USD Moderate Allocation No No 0.95
PIMCO GIS Balanced Income and Growth Fund Inst RMB (UnHedged) Accumulation USD Moderate Allocation No No 0.95
PIMCO GIS Balanced Income and Growth Fund Inst RMB (Hedged) Accumulation Other Allocation No No 0.95
PIMCO GIS Balanced Income and Growth Fund M Retail USD Accumulation USD Moderate Allocation No No 1.6
PIMCO GIS Balanced Income and Growth Fund M Retail SGD (Hedged) Accumulation Other Allocation No No 1.6
PIMCO GIS Balanced Income and Growth Fund M Retail USD Income II USD Moderate Allocation No No 1.6
PIMCO GIS Balanced Income and Growth Fund M Retail USD Income USD Moderate Allocation No No 1.6
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