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
AB - Eurozone Equity Portfolio A AUD H Acc	Other Equity	No	No	1.85
AB - Eurozone Equity Portfolio A USD H Acc	Other Equity	No	No	1.85
LionGlobal Japan Growth JPY Class A	Japan Large-Cap Equity	No	No	1.52
BlackRock Global Funds - Asian Growth Leaders Fund A2 SGD Hedged	Other Equity	No	Yes	1.84
Capital Group Global Allocation Fund (LUX) Z	USD Moderate Allocation	No	No	0.90
Capital Group Global Allocation Fund (LUX) Zgd	USD Moderate Allocation	No	No	0.90
Capital Group Global Allocation Fund (LUX) B	USD Moderate Allocation	No	No	1.65
Capital Group Global Allocation Fund (LUX) Bdh-EUR	EUR Moderate Allocation - Global	No	No	1.70
AB - American Growth Portfolio AD AUD H Inc	Other Equity	No	Yes	1.74
Capital Group Emerging Markets Growth Fund (LUX) Z	Global Emerging Markets Equity	No	Yes	1.04
Fidelity Funds - Global Multi Asset Income Fund A-HMDIST(G)-AUD (hedged)	Other Allocation	No	No	1.74
AB - Eurozone Equity Portfolio A SGD H Acc	Other Equity	No	No	1.85
Allianz Global Investors Fund - Allianz European Equity Dividend AM (H2-SGD)	Other Equity	No	No	1.85
BlackRock Global Funds - European Equity Income Fund A6 HKD Hedged	Other Equity	No	Yes	1.82
BlackRock Global Funds - European Equity Income Fund A6 GBP Hedged	Other Equity	No	Yes	1.82
BlackRock Global Funds - Fixed Income Global Opportunities Fund A6 HKD Hedged	Global Flexible Bond - USD Hedged	No	—	1.22
Franklin U.S. Opportunities Fund A(acc)NOK-H1	Other Equity	No	Yes	1.79
Schroder International Selection Fund European Smaller Companies A Accumulation USD Hedged	Other Equity	No	Yes	1.89
Allianz Global Investors Fund - Allianz Best Styles Global Equity P EUR	Global Large-Cap Blend Equity	No	No	0.75
PIMCO GIS Capital Securities Fund Investor USD Income	Other Bond	No	Yes	1.15
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