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 Emerging Markets Core Equity Lower Carbon ESG Screened Fund GBP Accumulation	Global Emerging Markets Equity	Yes	Yes	0.50
Dimensional Emerging Markets Core Equity Lower Carbon ESG Screened Fund EUR Distribution	Global Emerging Markets Equity	Yes	Yes	0.50
Dimensional Emerging Markets Core Equity Lower Carbon ESG Screened Fund EUR Accumulation	Global Emerging Markets Equity	Yes	Yes	0.50
Dimensional Emerging Markets Core Equity Lower Carbon ESG Screened Fund GBP Distribution	Global Emerging Markets Equity	Yes	Yes	0.50
Dimensional Emerging Markets Core Equity Lower Carbon ESG Screened Fund SGD Accumulation	Global Emerging Markets Equity	Yes	Yes	0.50
Allianz Global Investors Fund - Allianz China Healthy Living AT USD	Sector Equity Healthcare	Yes	—	2.29
Schroder International Selection Fund Global Sustainable Food and Water A Accumulation EUR Hedged	Other Equity	Yes	No	1.87
Schroder International Selection Fund Global Sustainable Food and Water A Accumulation GBP Hedged	Other Equity	Yes	No	1.87
Schroder International Selection Fund Global Sustainable Food and Water A Accumulation SGD Hedged	Other Equity	Yes	No	1.87
Stewart Investors Asia Pacific All Cap Fund Class I (Accumulation) USD	Asia-Pacific ex-Japan Equity	Yes	No	1.75
Allspring (Lux) Worldwide Fund - Climate Transition Global High Yield Fd Class I USD Inc Gross Dist	Global High Yield Bond	Yes	—	0.65
FTGF Martin Currie Improving Society Fund X GBP Acc H	Other Equity	Yes	Yes	1.25
FTGF ClearBridge Global Value Improvers Fund Class P2 GBP Acc H	Other Equity	Yes	No	0.45
FTGF ClearBridge Global Value Improvers Fund Class P2 EUR Acc H	Other Equity	Yes	No	0.45
FTGF ClearBridge Global Value Improvers Fund Class A USD Acc	Global Large-Cap Value Equity	Yes	No	1.80
FTGF ClearBridge Global Value Improvers Fund Class P2 USD Acc	Global Large-Cap Value Equity	Yes	No	0.45
FTGF ClearBridge Global Value Improvers Fund Class PR USD Acc	Global Large-Cap Value Equity	Yes	No	0.80
FTGF ClearBridge Global Value Improvers Fund Class A SGD Acc H	Global Large-Cap Value Equity	Yes	No	1.79
FTGF Martin Currie Improving Society Fund P1 GBP Acc	Global Flex-Cap Equity	Yes	Yes	0.15
FTGF Martin Currie Improving Society Fund X GBP Acc	Global Flex-Cap Equity	Yes	Yes	1.25
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