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 SICAV I-Sustainable Global Thematic Portfolio Class E AUD H Shares	Other Equity	Yes	Yes	2.86
AB SICAV I-Sustainable Global Thematic Portfolio Class E Shares USD	Global Large-Cap Growth Equity	Yes	Yes	2.86
AB SICAV I –Sustainable US Thematic Portfolio Class E Shares USD	US Large-Cap Growth Equity	Yes	Yes	2.72
AB SICAV I-Sustainable Global Thematic Portfolio S1 AUD H	Other Equity	Yes	Yes	0.76
Jih Sun Taiwan Sustainable Growth and Dividend Fund	Taiwan Large-Cap Equity	Yes	No	1.76
Schroder International Selection Fund Global Sustainable Growth U Accumulation USD	Global Large-Cap Growth Equity	Yes	Yes	2.62
Fidelity Funds - Sustainable Global Dividend Plus Fund A-Inc-USDÂ	Global Equity Income	Yes	No	1.95
Fidelity Funds - Sustainable Global Dividend Plus Fund Y-DIST-USD	Global Equity Income	Yes	No	1.08
Invesco Funds - Invesco Responsible Japanese Equity Value Discovery Fund C Accumulation USD Hedged	Other Equity	Yes	Yes	0.98
Fidelity Funds - Sustainable Global Dividend Plus Fund A-Acc-USD	Global Equity Income	Yes	No	1.95
Pictet-Timber HR AUD	Other Equity	Yes	No	2.76
Pictet-Timber HR dm ZAR	Other Equity	Yes	No	2.76
Taishin ESG Global Environmental Growth Equity Fund-TWD-NA	Sector Equity Ecology	Yes	No	2.28
Taishin ESG Global Environmental Growth Equity Fund-TWD-A	Sector Equity Ecology	Yes	No	2.28
Taishin ESG Global Environmental Growth Equity Fund-USD-A	Sector Equity Ecology	Yes	No	2.28
Taishin ESG Global Environmental Growth Equity Fund-TWD-I	Sector Equity Ecology	Yes	No	2.28
Taishin ESG Global Environmental Growth Equity Fund-USD-NA	Sector Equity Ecology	Yes	No	2.28
Taishin ESG Global Environmental Growth Equity Fund-USD-I	Sector Equity Ecology	Yes	No	2.28
Taishin ESG Global Environmental Growth Equity Fund-RMB-A	Sector Equity Ecology	Yes	No	2.28
Taishin ESG Global Environmental Growth Equity Fund-RMB-NA	Sector Equity Ecology	Yes	No	2.28
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