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	Low Carbon Designation	Representative Cost
Fidelity Funds - European Dividend Fund A-MINCOME(G)-USD (hedged)	Other Equity	No	—	1.94
Fidelity Funds - European Growth Fund A-Acc-USD (hedged)	Other Equity	No	No	1.89
AB - Concentrated US Equity Portfolio I USD Acc	US Large-Cap Growth Equity	No	Yes	0.94
JPM Japan Equity A (acc) - USD (hedged)	Other Equity	No	—	1.76
AB - Concentrated US Equity Portfolio A USD Acc	US Large-Cap Growth Equity	No	Yes	1.79
BlackRock Global Funds - Global Equity Income Fund A6 HKD Hedged	Other Equity	No	No	1.78
AB - Concentrated US Equity Portfolio I EUR H Acc	Other Equity	No	Yes	0.94
AB - Concentrated US Equity Portfolio A AUD H Acc	Other Equity	No	Yes	1.79
AB - Concentrated US Equity Portfolio I GBP H Acc	Other Equity	No	Yes	0.94
UBS (Lux) Equity Fund - China Opportunity (USD) P HKD acc	China Equity	No	—	2.40
Natixis International Funds (Lux) I - Ostrum Short Term Global High Income Fund R/A (H-EUR)	Global High Yield Bond - EUR Hedged	No	—	1.44
AB - Concentrated US Equity Portfolio S1 EUR H Acc	Other Equity	No	Yes	0.83
Allianz Global Investors Fund - Allianz Total Return Asian Equity AM (H2-AUD)	Other Equity	No	—	2.10
PIMCO GIS Income Fund E Class CHF (Hedged) Income	Global Flexible Bond - CHF Hedged	No	Yes	1.45
AB - Concentrated US Equity Portfolio A EUR H Acc	Other Equity	No	Yes	1.79
Allianz Global Investors Fund - Allianz Total Return Asian Equity AM HKD	Asia ex-Japan Equity	No	—	2.10
BlackRock Global Funds - China Fund A2 AUD Hedged	Other Equity	No	—	1.82
BlackRock Global Funds - European Special Situations Fund A2 GBP Hedged	Other Equity	No	—	1.82
Neuberger Berman US Small Cap Fund USD I Distributing Class	US Small-Cap Equity	No	—	0.96
BlackRock Global Funds - European Fund A2 GBP Hedged	Other Equity	No	—	1.82
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