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
Schroder International Selection Fund Global Credit Income C Distribution USD M	Global Flexible Bond - USD Hedged	No	—	0.74
CTBC Global Silver Age Income Fund USD A	TWD Moderate Allocation	No	Yes	2.02
CTBC Global Silver Age Income Fund TWD A	TWD Moderate Allocation	No	Yes	2.02
CTBC Global Silver Age Income Fund USD B	TWD Moderate Allocation	No	Yes	2.02
CTBC Global Silver Age Income Fund TWD B	TWD Moderate Allocation	No	Yes	2.02
FSITC Global AI FinTech TWD	Sector Equity Technology	No	Yes	2.28
FTGF ClearBridge Infrastructure Value Fund Premier Class USD Accumulating	Sector Equity Infrastructure	No	No	0.86
FSITC Global AI FinTech USD	Sector Equity Technology	No	Yes	2.28
FTGF ClearBridge Infrastructure Value Fund Premier Class Euro Accumulating	Sector Equity Infrastructure	No	No	0.86
Jupiter Merian North American Equity Fund (IRL) C2 USD Acc	US Large-Cap Blend Equity	No	No	2.65
Jupiter Global Fixed Income Fund C2 USD Inc F	Global Diversified Bond - USD Hedged	No	No	2.22
Schroder International Selection Fund Global Target Return C Accumulation USD	USD Flexible Allocation	No	No	0.89
Schroder International Selection Fund Global Target Return A Accumulation USD	USD Flexible Allocation	No	No	1.61
Neuberger Berman Emerging Markets Equity Fund Class ZAR E Accumulating - Hedged	Other Equity	No	Yes	3.28
Neuberger Berman Emerging Markets Equity Fund Class USD T Accumulating	Global Emerging Markets Equity	No	Yes	2.30
Neuberger Berman Emerging Markets Equity Fund Class ZAR T Accumulating - Hedged	Other Equity	No	Yes	2.30
Neuberger Berman Emerging Markets Equity Fund Class AUD B Accumulating - Hedged	Other Equity	No	Yes	3.30
Neuberger Berman Emerging Markets Equity Fund Class AUD T Accumulating - Hedged	Other Equity	No	Yes	2.30
Neuberger Berman Emerging Markets Equity Fund Class ZAR B Accumulating - Hedged	Other Equity	No	Yes	3.29
Neuberger Berman Emerging Markets Equity Fund Class USD E Accumulating	Global Emerging Markets Equity	No	Yes	3.30
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