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 Low Duration Income Fund E Class Accumulation	USD Diversified Bond - Short Term	No	—	1.50
PIMCO GIS Low Duration Income Fund E Class EUR (Hedged) Income	Other Bond	No	—	1.50
M&G (Lux) North American Dividend Fund EUR A Inc	US Equity Income	No	No	1.83
M&G (Lux) North American Dividend Fund EUR A-H Acc	Other Equity	No	No	1.84
M&G (Lux) North American Dividend Fund USD A Inc	US Equity Income	No	No	1.83
M&G (Lux) North American Dividend Fund USD A Acc	US Equity Income	No	No	1.82
M&G (Lux) North American Dividend Fund EUR A Acc	US Equity Income	No	No	1.83
CT (Lux) - Global Focus Class AUP (USD Distribution Shares)	Global Large-Cap Growth Equity	No	Yes	1.70
PIMCO GIS Low Duration Income Fund E Class USD Income	USD Diversified Bond - Short Term	No	—	1.50
CT (Lux) - European Select Class 3E (EUR Accumulation Shares)	Europe ex-UK Equity	No	Yes	0.88
CT (Lux) - European Select Class 1EP (EUR Distribution Shares)	Europe ex-UK Equity	No	Yes	1.65
CT (Lux) - European Select Class 1E (EUR Accumulation Shares)	Europe ex-UK Equity	No	Yes	1.65
CT (Lux) - European Select Class 3U (USD Accumulation Shares)	Europe ex-UK Equity	No	Yes	0.88
UTI India Dynamic Equity EUR RDR	India Equity	No	Yes	1.01
United Global Quality Growth Fund - Class C SGD Acc (Hedged)	Global Large-Cap Growth Equity	No	Yes	1.28
Lazard Scandinavian High Quality Bond Fund C Acc EUR	Other Bond	No	—	0.40
Schroder International Selection Fund EURO Equity K1 Accumulation CHF Hedged	Other Equity	No	Yes	0.88
Schroder International Selection Fund EURO Equity K1 Accumulation EUR	Eurozone Large-Cap Equity	No	Yes	0.85
Schroder International Selection Fund EURO Equity K1 Accumulation USD Hedged	Other Equity	No	Yes	0.88
Lazard Scandinavian High Quality Bond Fund BP Acc EUR	Other Bond	No	—	0.80
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