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 Dividend Fund A-MINCOME(G)-USD (hedged)	Other Equity	No	No	1.94
Fidelity Funds - European Growth Fund A-Acc-USD (hedged)	Other Equity	No	No	1.89
HSBC Portfolios - World Selection 4 BC	USD Aggressive Allocation	No	No	0.87
AB - Concentrated US Equity Portfolio I USD Acc	US Large-Cap Growth Equity	No	Yes	0.94
First Sentier Global Property Securities Fund Class I (Accumulation) USD	Property - Indirect Global	No	Yes	1.75
AB FCP I - Short Duration Bond Portfolio - AA AUD H - DIST	Other Bond	No	No	1.16
JPM Euroland Equity A (acc) - USD (hedged)	Other Equity	No	No	1.80
JPM Japan Equity A (acc) - USD (hedged)	Other Equity	No	No	1.76
AB - Concentrated US Equity Portfolio A USD Acc	US Large-Cap Growth Equity	No	Yes	1.79
BlackRock Global Funds - Global Equity Income Fund A6 HKD Hedged	Other Equity	No	No	1.82
AB - Concentrated US Equity Portfolio C USD Acc	US Large-Cap Growth Equity	No	Yes	2.24
AB - Concentrated US Equity Portfolio I EUR H Acc	Other Equity	No	Yes	0.94
AB - Concentrated US Equity Portfolio A AUD H Acc	Other Equity	No	Yes	1.79
AB - Concentrated US Equity Portfolio I GBP H Acc	Other Equity	No	Yes	0.94
JPMorgan Funds - Emerging Markets Dividend Fund A (mth) - HKD	Global Emerging Markets Equity	No	Yes	1.82
UBS (Lux) Equity Fund - China Opportunity (USD) P HKD acc	China Equity	No	Yes	2.41
Schroder International Selection Fund EURO Equity A Accumulation GBP Hedged	Other Equity	No	Yes	1.86
Allianz Global Investors Fund - Allianz Total Return Asian Equity AM (H2-AUD)	Other Equity	No	Yes	2.10
Schroder International Selection Fund Asian Dividend Maximiser A1 Distribution EUR Hedged M	Other Equity	No	Yes	2.41
PIMCO GIS Income Fund E Class CHF (Hedged) Income	Global Flexible Bond - CHF Hedged	No	Yes	1.50
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