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
Fidelity Funds - Global Dividend Fund Y-Acc-USD	Global Equity Income	No	No	1.04
Fidelity Funds - Global Dividend Fund A-MINCOME(G)-USD	Global Equity Income	No	No	1.89
Fidelity Funds - Global Dividend Fund A-MINCOME(G)-SGD	Global Equity Income	No	No	1.89
Dimensional Global Short Fixed Income Fund EUR Distributing	Global Diversified Bond - EUR Hedged	No	—	0.30
CT (Lux) - European Select Class AU (EUR Accumulation Shares)	Europe ex-UK Equity	No	Yes	1.80
Fidelity Funds - Global Dividend Fund A-Acc-EUR (hedged)	Other Equity	No	No	1.89
Fidelity Funds - Global Dividend Fund A-QINCOME(G)-USD	Global Equity Income	No	No	1.89
Janus Henderson Horizon Pan European Absolute Return Fund A2 HUSD	Long/Short Equity - Other	No	Yes	2.89
UBS (Lux) Equity Fund - Greater China (USD) (CHF hedged) P-acc	Other Equity	No	Yes	2.47
UBS (Lux) Equity Fund - Greater China (USD) (EUR hedged) P-acc	Other Equity	No	Yes	2.47
Fidelity Funds - Global Dividend Fund A-Acc-USD	Global Equity Income	No	No	1.89
Fidelity Funds - Global Dividend Fund A-MINCOME(G)-HKD	Global Equity Income	No	No	1.89
Fidelity Funds - Greater China Fund II S-Acc-SGD	Greater China Equity	No	Yes	1.05
BNY Mellon Long-Term Global Equity Fund USD W Inc	Global Large-Cap Growth Equity	No	Yes	0.82
BNY Mellon Long-Term Global Equity Fund EUR W Acc	Global Large-Cap Growth Equity	No	Yes	0.82
BNY Mellon Long-Term Global Equity Fund USD W Acc	Global Large-Cap Growth Equity	No	Yes	0.82
Fidelity Funds - Global Healthcare Fund A-Acc-USD	Sector Equity Healthcare	No	Yes	1.90
BNP Paribas Funds Euro Equity Classic Distribution	Eurozone Large-Cap Equity	No	Yes	1.96
BNP Paribas Funds Euro Equity I Capitalisation	Eurozone Large-Cap Equity	No	Yes	0.96
BNP Paribas Funds Euro Equity Classic Capitalisation	Eurozone Large-Cap Equity	No	Yes	1.96
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