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
Dimensional Global Short-Term Investment Grade Fixed Income Fund SEK Accumulation	Other Bond	No	No	0.30
Dimensional Global Short-Term Investment Grade Fixed Income Fund EUR Distributing	Global Corporate Bond - EUR Hedged	No	No	0.30
Fidelity Funds - Global Multi Asset Income Fund A-QINCOME(G)-EUR (hedged)	EUR Moderate Allocation - Global	No	No	1.74
Templeton Emerging Markets Smaller Companies Fund W(acc)USD	Global Emerging Markets Small/Mid-Cap Equity	No	Yes	1.44
Franklin U.S. Opportunities Fund W(acc)EUR	US Large-Cap Growth Equity	No	Yes	0.90
Capital Group Japan Equity Fund (LUX) Zh-CHF	Other Equity	No	No	0.97
Franklin Mutual Global Discovery Fund W(acc)EUR	Global Large-Cap Value Equity	No	No	1.02
BlackRock Global Funds - Fixed Income Global Opportunities Fund A4 EUR Hedged	Global Flexible Bond - EUR Hedged	No	—	1.22
Fullerton Lux Funds Asian Short Duration Bonds I USD Cap	Asia Bond	No	No	0.62
Dimensional Global Short-Term Investment Grade Fixed Income Fund EUR Accumulation	Global Corporate Bond - EUR Hedged	No	No	0.30
Allianz Global Investors Fund - Allianz European Equity Dividend AM EUR	Europe Equity Income	No	No	1.85
Franklin Global Real Estate Fund W(Qdis)USD	Property - Indirect Global	No	Yes	1.04
abrdn SICAV I - North American Smaller Companies Fund A Acc USD	US Small-Cap Equity	No	No	1.67
Templeton Global Bond (Euro) Fund W(acc)EUR	Global Flexible Bond - EUR Hedged	No	No	0.80
Fidelity Funds - Global Multi Asset Income Fund A-Acc-EUR (hedged)	EUR Moderate Allocation - Global	No	No	1.74
Fullerton Lux Funds Asian Short Duration Bonds A SGD Hedged Dis	Other Bond	No	No	1.03
Fidelity Funds - Global Multi Asset Income Fund Y-QINCOME(G)-EUR (hedged)	EUR Moderate Allocation - Global	No	No	1.04
PIMCO GIS Capital Securities Fund E Class EUR (Hedged) Accumulation	Other Bond	No	Yes	1.70
Fullerton Lux Funds Asian Short Duration Bonds A USD Cap	Asia Bond	No	No	1.01
Fidelity Funds - European Smaller Companies Fund A-Acc-USD (hedged)	Other Equity	No	Yes	1.92
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