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
Allianz Global Investors Fund - Allianz Global Small Cap Equity IT USD	Global Small/Mid-Cap Equity	No	No	1.10
Schroder International Selection Fund Japanese Opportunities C Accumulation EUR Hedged	Other Equity	No	No	1.34
Schroder International Selection Fund Japanese Opportunities C Accumulation USD Hedged	Other Equity	No	No	1.34
FTGF Royce US Small Cap Opportunity Fund Class A AUD Accumulating (Hedged)	Other Equity	No	No	1.96
Schroder International Selection Fund Japanese Opportunities A Accumulation USD Hedged	Other Equity	No	No	1.89
Schroder International Selection Fund Japanese Opportunities A1 Accumulation USD Hedged	Other Equity	No	No	2.39
Schroder International Selection Fund Japanese Opportunities I Accumulation USD Hedged	Other Equity	No	No	0.09
Goldman Sachs Global Yield Opportunities (Former NN) - P Cap EUR	Global Flexible Bond - EUR Hedged	No	—	1.20
JPMorgan Funds - America Equity Fund A (acc) - AUD	US Large-Cap Blend Equity	No	No	1.80
SinoPac CSI 300 Dividend Index Fund TWD	China Equity - A Shares	No	No	1.38
Invesco Funds - Invesco Asia Asset Allocation Fund A Monthly Distribution-1 USD	Asia Allocation	No	No	1.70
abrdn SICAV I - Emerging Markets Smaller Companies Fund G Acc USD	Global Emerging Markets Small/Mid-Cap Equity	No	No	1.17
Fidelity Funds - Emerging Market Debt Fund A-MDIST-AUD (hedged)	Other Bond	No	—	1.63
AB - Asia Ex-Japan Equity Portfolio AD ZAR H Inc	Other Equity	No	No	2.01
Eastspring Investments - Japan Dynamic Fund - A (hedged)	Other Equity	No	No	1.75
Fidelity Funds - US High Yield Fund A-MDIST-AUD (hedged)	Other Bond	No	—	1.39
Allianz Global Investors Fund - Allianz Global Small Cap Equity AT USD	Global Small/Mid-Cap Equity	No	No	2.11
TCB Fund of Emerging Markets Bond Fund B TWD	Global Emerging Markets Bond	No	No	1.38
TCB Fund of Emerging Markets Bond Fund A TWD	Global Emerging Markets Bond	No	No	1.38
Barings German Growth Trust - Class A USD Acc	Germany Equity	No	No	1.57
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