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
AB - Concentrated Global Equity Portfolio I USD Acc	Global Large-Cap Growth Equity	No	Yes	0.99
AB - Concentrated US Equity Portfolio A USD Acc	US Large-Cap Growth Equity	No	Yes	1.79
AB - Concentrated US Equity Portfolio C USD Acc	US Large-Cap Growth Equity	No	Yes	2.24
Jupiter European Growth D USD Hsc Acc	Other Equity	No	Yes	0.95
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
AB - Concentrated Global Equity Portfolio I GBP H Acc	Other Equity	No	Yes	0.99
Fidelity Funds - Global Dividend Fund A-HMDIST(G)-AUD (hedged)	Other Equity	No	Yes	1.89
Schroder International Selection Fund UK Equity A Accumulation USD Hedged	Other Equity	No	Yes	1.48
Schroder International Selection Fund EURO Equity A Accumulation GBP Hedged	Other Equity	No	Yes	1.86
AB - Concentrated Global Equity Portfolio A EUR H Acc	Other Equity	No	Yes	1.89
AB - Concentrated US Equity Portfolio A EUR H Acc	Other Equity	No	Yes	1.80
AB - Concentrated Global Equity Portfolio I EUR H Acc	Other Equity	No	Yes	1.00
Jupiter European Growth Class D GBP Acc	Europe Large-Cap Growth Equity	No	Yes	0.95
AB - Concentrated US Equity Portfolio I SGD H Acc	Other Equity	No	Yes	0.94
AB - Concentrated US Equity Portfolio I AUD H Acc	Other Equity	No	Yes	0.94
AB - Concentrated US Equity Portfolio A SGD H Acc	Other Equity	No	Yes	1.79
Schroder International Selection Fund UK Equity A Accumulation EUR Hedged	Other Equity	No	Yes	1.48
Jupiter European Growth Class D EUR Acc	Europe Large-Cap Growth Equity	No	Yes	0.95
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