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
Neuberger Berman Emerging Market Debt - Local Currency Fund EUR A Accumulating Class-Hedged	Other Bond	No	No	1.66
BNY Mellon Emerging Markets Corporate Debt Fund USD A Acc	Global Emerging Markets Corporate Bond	No	No	1.62
JPM Emerging Markets Local Currency Debt A (irc) - AUD (hedged)	Other Bond	No	—	1.32
BlackRock Global Funds - Global Equity Income Fund A8 AUD Hedged	Other Equity	No	No	1.78
BlackRock Global Funds - Global Equity Income Fund D4G EUR	Global Equity Income	No	No	1.04
FTGF Western Asset Asian Opportunities Fund Class A CNH Distributing (M) (Hedged) Plus	Other Bond	No	—	1.41
Capital Group Emerging Markets Debt Fund (LUX) Zd	Global Emerging Markets Bond	No	No	0.90
Capital Group Global Bond Fund (LUX) Zd	Global Diversified Bond	No	No	0.60
Allianz Global Investors Fund - Allianz Best Styles Global Equity W EUR	Global Large-Cap Blend Equity	No	No	0.51
MFS Meridian Funds - U.K. Equity Fund I1 USD	UK Large-Cap Equity	No	No	0.75
Neuberger Berman US Real Estate Securities Fund SGD A Accumulating Class - Hedged	Property - Indirect Other	No	Yes	1.74
New Capital Wealthy Nations Bond Fund USD Ord Acc	Global Emerging Markets Corporate Bond	No	—	1.50
BOCHK All Weather Hong Kong Equity Fund A2 USD	Hong Kong Equity	No	No	1.85
Invesco Funds - Invesco Japanese Equity Advantage Fund A (EUR Hedged) Accumulation EUR	Other Equity	No	Yes	1.72
BOCHK All Weather Hong Kong Equity Fund A1 HKD	Hong Kong Equity	No	No	1.85
MFS Meridian Funds - European Research Fund W1 EUR	Europe Large-Cap Blend Equity	No	No	0.97
MFS Meridian Funds - European Smaller Companies Fund I1 USD	Europe Mid-Cap Equity	No	Yes	1.00
MFS Meridian Funds - European Smaller Companies Fund W1 EUR	Europe Mid-Cap Equity	No	Yes	1.25
HSBC Portfolios - World Selection 3 BC	USD Moderate Allocation	No	No	0.83
Hang Seng China A Share Focus Fund A1	China Equity - A Shares	No	No	1.74
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