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 - US Small and Mid-Cap Portfolio S1 EUR H Acc	Other Equity	No	No	0.90
AB - US Small and Mid-Cap Portfolio A EUR H Acc	Other Equity	No	No	1.94
AB - US Small and Mid-Cap Portfolio S EUR H Acc	Other Equity	No	No	0.90
Fullerton Lux Asian Currency Bonds A SGD Inc	Asia Bond - Local Currency	No	Yes	1.34
Fullerton Lux Asian Currency Bonds I EUR Acc	Other Bond	No	Yes	0.90
Fullerton Lux Asian Currency Bonds I USD Acc	Asia Bond - Local Currency	No	Yes	0.91
Fullerton Lux Asian Currency Bonds A USD Inc	Asia Bond - Local Currency	No	Yes	1.34
Fidelity Funds - China Consumer Fund A-Acc-USD	China Equity	No	Yes	1.91
Fidelity Funds - China Consumer Fund A-DIST-USD	China Equity	No	Yes	1.91
Fidelity Funds - China Consumer Fund Y-Acc-USD	China Equity	No	Yes	1.06
Schroder International Selection Fund Hong Kong Equity A Accumulation USD	Hong Kong Equity	No	Yes	1.83
Fidelity Funds - China Consumer Fund A-Acc-HKD	China Equity	No	Yes	1.91
Templeton Emerging Markets Fund A(acc)EUR-H1	Other Equity	No	Yes	1.97
Dimensional Global Short Fixed Income Fund SEK Distributing	Other Bond	No	—	0.30
Fidelity Funds - China Consumer Fund A-DIST-SGD	China Equity	No	Yes	1.91
Templeton Emerging Markets Fund A(acc)HKD	Global Emerging Markets Equity	No	Yes	1.98
Fidelity Funds - Global Dividend Fund A-MINCOME(G)-EUR	Global Equity Income	No	No	1.89
Dimensional Global Short Fixed Income Fund USD Distributing	Global Diversified Bond - USD Hedged	No	—	0.30
CT (Lux) - European Select Class IE (EUR Accumulation Shares)	Europe ex-UK Equity	No	Yes	0.95
Fidelity Funds - Global Dividend Fund Y-Acc-USD	Global Equity Income	No	No	1.04
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