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
PIMCO GIS Strategic Income Fund E Class USD Income II	USD Cautious Allocation	No	Yes	1.70
Fidelity Funds - Global Dividend Fund A-HMDIST(G)-AUD (hedged)	Other Equity	No	No	1.89
AB - Concentrated Global Equity Portfolio A EUR H Acc	Other Equity	No	Yes	1.89
Fidelity Funds - China Consumer Fund A-Acc-AUD (hedged)	Other Equity	No	Yes	1.91
Fidelity Funds - Global Dividend Fund A-HMDIST(G)-RMB (hedged)	Other Equity	No	No	1.89
Dimensional Global Short Fixed Income Fund JPY Distributing	Other Bond	No	—	0.30
Janus Henderson Horizon Pan European Property Equities Fund A2 HUSD	Property - Indirect Other	No	Yes	2.10
Janus Henderson Horizon Pan European Absolute Return Fund A2 HSGD	Long/Short Equity - Other	No	Yes	2.52
BNP Paribas Funds US Mid CapClassic H SGDR	Other Equity	No	No	2.23
Dimensional Global Short Fixed Income Fund SEK Accumulation	Other Bond	No	—	0.30
Value Partners China Greenchip Fund Limited Class A USD	Greater China Equity	No	Yes	0.00
BNP Paribas Funds Europe Small Cap Classic RH SGD Capitalisation	Other Equity	No	Yes	2.23
Fidelity Funds - Global Equity Income Fund A-Acc-USD	Global Equity Income	No	Yes	1.93
CT (Lux) - Global Focus Class ZU Accumulation Shares	Global Large-Cap Growth Equity	No	Yes	0.90
Janus Henderson Horizon Pan European Absolute Return Fund A2 HGBP	Long/Short Equity - Other	No	Yes	1.90
FTGF ClearBridge US Aggressive Growth Fund Class A CNH Accumulating (Hedged)	Other Equity	No	Yes	1.80
Schroder International Selection Fund Emerging Europe C Distribution EUR	Other Equity	No	Yes	1.40
UBS (Lux) Equity Fund - Greater China (USD) P-acc	Greater China Equity	No	Yes	2.42
Schroder International Selection Fund Emerging Europe C Accumulation EUR	Other Equity	No	Yes	1.39
Natixis International Funds (Lux) I - Natixis Pacific Rim Equity Fund I/A (USD)	Pacific ex-Japan Equity	No	Yes	1.21
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