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 Funds Emerging Markets Sustainability Core Equity Fund USD Accumulation	Global Emerging Markets Equity	Yes	Yes	0.50
Dimensional Funds Emerging Markets Sustainability Core Equity Fund GBP Accumulation	Global Emerging Markets Equity	Yes	Yes	0.50
Dimensional Funds Emerging Markets Sustainability Core Equity Fund EUR Distribution	Global Emerging Markets Equity	Yes	Yes	0.50
Dimensional Funds Emerging Markets Sustainability Core Equity Fund EUR Accumulation	Global Emerging Markets Equity	Yes	Yes	0.50
Dimensional Funds Emerging Markets Sustainability Core Equity Fund GBP Distribution	Global Emerging Markets Equity	Yes	Yes	0.50
Lazard Digital Health Fund C Acc GBP	Sector Equity Healthcare	Yes	Yes	1.10
Schroder International Selection Fund Sustainable Asian Equity A Accumulation SGD	Asia-Pacific ex-Japan Equity	Yes	Yes	1.85
Neuberger Berman Sustainable Asia High Yield Fund USD A Accumulating Class	Asia High Yield Bond	Yes	No	1.40
Neuberger Berman Sustainable Asia High Yield Fund USD A (Monthly) Distributing Class	Asia High Yield Bond	Yes	No	1.40
Dimensional Funds Emerging Markets Sustainability Core Equity Fund SGD Accumulation	Global Emerging Markets Equity	Yes	Yes	0.50
BlackRock Global Funds - MyMap Cautious Fund A6 HKD Hedged Fund	Other Allocation	Yes	No	0.47
BlackRock Global Funds - MyMap Cautious Fund A6 USD Fund	EUR Cautious Allocation - Global	Yes	No	0.47
UBS (Lux) Equity SICAV - Long Term Themes (USD) (SGD hedged) P-acc	Other Equity	Yes	Yes	0.01
Lazard Digital Health Fund BP Dist EUR Hedged	Other Equity	Yes	Yes	2.30
Lazard Digital Health Fund C Acc EUR Hedged	Other Equity	Yes	Yes	1.10
Lazard Digital Health Fund C Dist GBP Hedged	Other Equity	Yes	Yes	1.10
Lazard Digital Health Fund C Acc GBP Hedged	Other Equity	Yes	Yes	1.10
Lazard Digital Health Fund BP Acc EUR Hedged	Other Equity	Yes	Yes	2.30
Lazard Digital Health Fund C Dist GBP	Sector Equity Healthcare	Yes	Yes	1.10
BlackRock Global Funds - Systematic Sustainable Global SmallCap Fund D2 USD	Global Small/Mid-Cap Equity	Yes	No	1.12
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