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
Fidelity Funds - European Dynamic Growth Fund A-Acc-USD (hedged)	Other Equity	No	Yes	1.90
AB - Concentrated Global Equity Portfolio A USD Acc	Global Large-Cap Growth Equity	No	Yes	1.89
AB - Concentrated Global Equity Portfolio S USD Acc	Global Large-Cap Growth Equity	No	Yes	0.15
AB - Concentrated Global Equity Portfolio I USD Acc	Global Large-Cap Growth Equity	No	Yes	0.99
AB - Concentrated Global Equity Portfolio S1 USD Acc	Global Large-Cap Growth Equity	No	Yes	1.00
Fidelity Funds - Global Dividend Fund A-HMDIST(G)-AUD (hedged)	Other Equity	No	No	1.89
Schroder International Selection Fund UK Equity A Accumulation USD Hedged	Other Equity	No	Yes	1.47
Jupiter Global Emerging Markets Focus Fund B USD Acc	Global Emerging Markets Equity	No	Yes	2.81
JPM Europe Dynamic Technologies A (acc) - USD (hedged)	Other Equity	No	Yes	1.79
Fidelity Funds - China Consumer Fund A-Acc-AUD (hedged)	Other Equity	No	Yes	1.91
Value Partners Classic Fund C Units CAD Hedged	Other Equity	No	Yes	1.52
Value Partners Classic Fund C Units AUD Hedged	Other Equity	No	Yes	1.52
Schroder Taiwan Small & Mid Cap Equity fund-I share	Taiwan Small/Mid-Cap Equity	No	Yes	1.38
Value Partners Classic Fund C Units NZD Hedged	Other Equity	No	Yes	1.52
Janus Henderson Horizon Pan European Property Equities Fund A2 HUSD	Property - Indirect Other	No	Yes	2.10
Goldman Sachs US Equity Income - Y Dis(M) ZAR (hedged i)	Other Equity	No	Yes	3.32
Goldman Sachs US Equity Income - Y Dis(M) AUD (hedged i)	Other Equity	No	Yes	3.32
Goldman Sachs US Equity Income - Y Dis(M) USD	US Equity Income	No	Yes	3.30
Templeton Emerging Markets Fund Z(acc)USD	Global Emerging Markets Equity	No	Yes	1.47
AXA World Funds - Europe Real Estate A Capitalisation USD (Hedged)	Property - Indirect Other	No	Yes	1.79
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