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
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund D3	Global Emerging Markets Bond - Local Currency	No	—	0.77
KGI EM Trend ETF Fund of Funds	Global Emerging Markets Equity	No	No	1.35
Taishin China Selected Small and Mid Cap Fund TWD	Greater China Equity	No	No	2.15
Franklin Global Real Estate Fund A(Ydis)EUR-H1	Property - Indirect Other	No	Yes	1.89
Manulife Emerging Market High Yield Bond A	Global Emerging Markets Bond	No	No	2.01
Manulife Emerging Market High Yield Bond B	Global Emerging Markets Bond	No	No	2.01
FTGF Western Asset US Core Plus Bond Fund Premier Class US$ Accumulating	USD Diversified Bond	No	No	0.42
AB - Eurozone Equity Portfolio S1 EUR Acc	Eurozone Large-Cap Equity	No	No	0.80
AB - Eurozone Equity Portfolio A EUR Acc	Eurozone Large-Cap Equity	No	No	1.85
AB - Eurozone Equity Portfolio S1 USD Acc	Eurozone Large-Cap Equity	No	No	0.80
AB - Eurozone Equity Portfolio A USD Acc	Eurozone Large-Cap Equity	No	No	1.85
AB - Eurozone Equity Portfolio I EUR Acc	Eurozone Large-Cap Equity	No	No	1.05
AB - Japan Strategic Value Portfolio A EUR H Acc	Other Equity	No	No	1.70
JPMorgan Funds - Asia Pacific Equity Fund A (acc) - USD	Asia-Pacific ex-Japan Equity	No	No	1.81
Yuanta/P-shares MSCI Brazil Index Fund	Brazil Equity	No	No	1.65
BlackRock Global Funds - US Dollar Bond Fund D2 USD	USD Diversified Bond	No	—	0.67
Neuberger Berman Emerging Markets Equity Fund Class USD I Accumulating	Global Emerging Markets Equity	No	Yes	1.30
Eurizon Fund - Flexible Equity Strategy Class Unit R EUR Accumulation	EUR Flexible Allocation - Global	No	No	2.04
Eurizon Fund - Flexible Equity Strategy Class Unit RL EUR Accumulation	EUR Flexible Allocation - Global	No	No	1.64
Schroder International Selection Fund EURO Corporate Bond C Distribution EUR AV	EUR Corporate Bond	No	No	0.64
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