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 USD Accumulation	Global Emerging Markets Equity	Yes	Yes	0.50
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	Yes	2.29
Schroder International Selection Fund Global Sustainable Food and Water A Accumulation EUR Hedged	Other Equity	Yes	No	1.88
Schroder International Selection Fund Global Sustainable Food and Water A Accumulation GBP Hedged	Other Equity	Yes	No	1.88
Schroder International Selection Fund Global Sustainable Food and Water A Accumulation SGD Hedged	Other Equity	Yes	No	1.88
UBAM - EM Responsible Sovereign Bond UHD EUR Dis	Global Emerging Markets Bond - EUR Hedged	Yes	No	1.31
UBAM - EM Responsible Sovereign Bond UHC EUR Cap	Global Emerging Markets Bond - EUR Hedged	Yes	No	1.31
UBAM - EM Responsible Sovereign Bond IHC CHF Cap	Other Bond	Yes	No	0.87
Allianz Global Investors Fund - Allianz Advanced Fixed Income Short Duration P12 (EUR)	EUR Diversified Bond - Short Term	Yes	No	0.31
Allianz Global Investors Fund - Allianz Advanced Fixed Income Short Duration IT6 EUR	EUR Diversified Bond - Short Term	Yes	No	0.27
Pictet-Biotech HR AUD	Other Equity	Yes	Yes	2.75
Pictet-Biotech HR dm ZAR	Other Equity	Yes	Yes	2.76
Nordea 1 - Global Climate Transition Engagement Fund BP USD	Global Large-Cap Blend Equity	Yes	No	2.06
Nordea 1 - Global Climate Transition Engagement Fund BI NOK	Global Large-Cap Blend Equity	Yes	No	0.94
Nordea 1 - Global Climate Transition Engagement Fund BI DKK	Global Large-Cap Blend Equity	Yes	No	0.94
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