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 Equity Income Fund A2	Global Emerging Markets Equity	No	No	1.89
Invesco Funds - Invesco Japanese Equity Advantage Fund A Accumulation JPY	Japan Large-Cap Equity	No	Yes	1.73
Schroder International Selection Fund Global Inflation Linked Bond A1 Distribution EUR QV	Global Inflation-Linked Bond - EUR Hedged	No	No	1.48
Schroder International Selection Fund Global Inflation Linked Bond A Distribution EUR QV	Global Inflation-Linked Bond - EUR Hedged	No	No	0.93
Invesco Funds - Invesco Japanese Equity Advantage Fund C Accumulation JPY	Japan Large-Cap Equity	No	Yes	0.96
Jupiter Emerging Market Debt Income Fund L USD Inc	Global Emerging Markets Corporate Bond	No	—	1.95
Jupiter Emerging Market Debt Income Fund C USD Inc	Global Emerging Markets Corporate Bond	No	—	3.45
Jupiter Emerging Market Debt Income Fund B USD Inc	Global Emerging Markets Corporate Bond	No	—	2.94
BlackRock Global Funds - Emerging Markets Equity Income Fund D2	Global Emerging Markets Equity	No	No	1.14
AB - Japan Strategic Value Portfolio I USD H Acc	Other Equity	No	No	0.90
Robeco Global Consumer Trends M $	Global Large-Cap Growth Equity	No	Yes	2.21
Schroder International Selection Fund Global Bond C Accumulation EUR Hedged	Global Diversified Bond - EUR Hedged	No	—	0.73
FTGF Western Asset Asian Opportunities Fund Class A AUD Distributing (M) (Hedged) Plus	Other Bond	No	—	1.37
AB - Japan Strategic Value Portfolio A USD H Acc	Other Equity	No	No	1.70
FTGF Western Asset US Core Plus Bond Fund Premier Class US$ Distributing (M)	USD Diversified Bond	No	No	0.41
Barings International Umbrella Fund - Barings Eastern Europe Fund Class A USD Acc	Other Equity	No	No	1.95
FTGF Western Asset Global Credit Fund Class A US$ Accumulating	Global Corporate Bond - USD Hedged	No	No	1.18
JPM Emerging Markets Corporate Bond A (div) - EUR (hedged)	Global Emerging Markets Corporate Bond - EUR Hedged	No	No	1.29
HSBC Global Investment Funds - US Dollar Bond ID	USD Diversified Bond	No	Yes	0.52
Barings International Umbrella Fund - Barings Eastern Europe Fund Class I USD Acc	Other Equity	No	No	1.00
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