Overview

Choose the top-rated Morningstar ESG funds

This page lists funds available on the Super and Wealth Accelerator Plus investment menu that hold the highest Morningstar Sustainability Rating (5 globes) and/or a Low Carbon Designation as at the date this page is published.

Morningstar Sustainability Rating

Investors can use the Morningstar Sustainability Rating to understand and manage the ESG implications on their investments and compare ESG risk across various managed funds within the same Morningstar Global Category.

Morningstar® Low Carbon Designation™

Investors can use the Morningstar Low Carbon Designation to identify low-carbon funds across the global universe. The designation is an indicator that the companies held in a portfolio are in general alignment with the transition to a low-carbon economy.

What is the Morningstar Sustainability Rating?

The Morningstar Sustainability Rating helps investors evaluate the relative risks of their investment options on environmental, social, and governance (ESG) factors. The Sustainability Rating is depicted on fund profiles by globe icons where a low ESG risk score equals 5 globes and a high ESG risk score equals 1 globe. Sustainability Ratings are updated monthly. It is is calculated using Sustainalytics’ ESG Risk Ratings for corporate issuers and Sustainalytics’ Country Risk Ratings for sovereign issuers and is based on historical holdings.

What is required for a fund to receive a Morningstar Sustainability Rating?

Morningstar has a number of requirements for a fund to receive a Sustainability Rating. That include: 1) At least 67% of a fund’s qualified holdings must be eligible to receive an ESG risk score (ESG Risk Rating for corporate holdings or Country Risk Rating for sovereign holdings), 2) Sustainability Rating is assigned to a fund in a Morningstar Global Category with more than 30 funds, and 3) Morningstar must be in receipt of full portfolio holdings data for a fund to attain a Sustainability Rating. The latest portfolio data must be less than nine months old.

What is the Morningstar Low Carbon Designation?

The Morningstar® Low Carbon Designation™ is assigned to portfolios that have low carbon-risk scores and low levels of fossil-fuel exposure. The designation is an indicator that the companies held in a portfolio are in general alignment with the transition to a low-carbon economy. Unlike the Sustainability Rating, the Low Carbon Designation is not a relative ranking against peers.

How does the Morningstar Low Carbon Designation work?

The Morningstar Portfolio Carbon Risk Score is the asset-weighted carbon-risk score from the equity or corporate-bond holdings in a portfolio. The Portfolio Fossil Fuel Involvement is the portfolio’s percentage exposure to fossil fuels, Both the Carbon Risk Score and Fossil Fuel Involvement is averaged over the trailing 12 months. To receive a Morningstar Portfolio Carbon Risk Score, at least 67% of portfolio assets must have a carbon-risk rating from Sustainalytics. Funds with a Carbon Risk Score below 10, and Fossil Fuel Involvement less than 7% of assets will receive the Low Carbon designation.

Where can I find out more, including the underlying methodologies?

Before using Morningstar Sustainability Rating or Low Carbon Designation, you should understand the underlying methodology which can be found at www.morningstar.com/research/signature

List of funds

Top-rated ESG managed funds

Here is a selection of the top-rated ESG managed funds available through the Netwealth platform.

Alternative

APIR Code	Name	Top Morningstar Sustainability Rating™	% AUM Covered - ESG^[1]	Sustainability Rating Date	Low Carbon Designation™	% AUM Covered - Carbon	Carbon Date
MAQ5143AU	P/E Global FX Alpha Fund	Yes	96	30/06/2023	Yes	96	30/06/2023
PER0758AU	JPMorgan Global Macro Opps Class A Units		100	30/06/2023	Yes	100	30/06/2023
PER7633AU	JPMorgan Global Macro Sustainable	Yes	100	30/06/2023	Yes	100	30/06/2023

Australian Equities

APIR Code	Name	Top Morningstar Sustainability Rating™	% AUM Covered - ESG^[1]	Sustainability Rating Date	Low Carbon Designation™	% AUM Covered - Carbon	Carbon Date
BNT0003AU	Hyperion Australian Growth Companies		99	30/06/2023	Yes	99	30/06/2023
INT0022AU	Morningstar Australian Shares Fund A		93	30/06/2023	Yes	93	30/06/2023
PER0046AU	Perpetual Industrial		89	30/06/2023	Yes	89	30/06/2023
PER0116AU	Perpetual ESG Australia Share	Yes	88	30/06/2023	Yes	88	30/06/2023
PIM8302AU	DNR Capital Australian Equities Income	Yes	85	30/06/2023	Yes	85	30/06/2023
RFA0025AU	Pendal Horizon Sustainable Aus Shr		92	30/06/2023	Yes	92	30/06/2023
SSB0043AU	Martin Currie Equity Income A	Yes	87	30/06/2023		87	30/06/2023
VAN4509AU	Vanguard Ethically Cons Aust Shrs Whlsl		92	30/06/2023	Yes	91	30/06/2023

Australian Equities - Specialist

APIR Code	Name	Top Morningstar Sustainability Rating™	% AUM Covered - ESG^[1]	Sustainability Rating Date	Low Carbon Designation™	% AUM Covered - Carbon	Carbon Date
AAP3940AU	Ausbil Active Sustainable Equity		90	30/06/2023	Yes	90	30/06/2023
ACM0006AU	AB Managed Volatility Equities		90	30/06/2023	Yes	90	30/06/2023
AUG0018AU	Australian Ethical Australian Shr WS		75	30/06/2023	Yes	73	30/06/2023
BFL0004AU	Bennelong ex-20 Australian Equities		100	30/06/2023	Yes	100	30/06/2023
BNT0101AU	Hyperion Small Growth Companies	Yes	93	30/06/2023	Yes	93	30/06/2023
CRS0003AU	SGH Ex-20 Australian Equities A		100	30/06/2023	Yes	98	30/06/2023
ETL0062AU	SGH ICE	Yes	75	30/06/2023	Yes	74	30/06/2023
ETL7964AU	Elston Australian Emerging Leaders A		83	30/06/2023	Yes	76	30/06/2023
FAM0101AU	Celeste Australian Small Companies		81	30/06/2023	Yes	81	30/06/2023
FID0026AU	Fidelity Future Leaders		99	30/06/2023	Yes	98	30/06/2023
HOW0016AU	NovaPort Smaller Companies		79	30/06/2023	Yes	77	30/06/2023
HOW3590AU	Lennox Australian Small Companies		81	30/06/2023	Yes	72	30/06/2023
IML0010AU	Investors Mutual Concentrated Aus Share	Yes	82	30/06/2023	Yes	82	30/06/2023
OPS2991AU	ECP Growth Companies		91	30/06/2023	Yes	86	30/06/2023
PER0270AU	Pengana Emerging Companies		80	30/06/2023	Yes	79	30/06/2023
PPL5308AU	Antares Ex-20 Australian Equities		90	30/06/2023	Yes	89	30/06/2023
PVA0013AU	Prime Value Emerging Opportunities Fund		68	30/06/2023	Yes	68	30/06/2023
SSB0026AU	Martin Currie Real Income A	Yes	96	30/06/2023		96	31/05/2023
WHT0008AU	Spheria Australian Smaller Companies		70	30/06/2023	Yes	70	30/06/2023
WPC5600AU	Perennial Better Future Trust		80	30/06/2023	Yes	76	30/06/2023

Australian Fixed Interest

APIR Code	Name	Top Morningstar Sustainability Rating™	% AUM Covered - ESG^[1]	Sustainability Rating Date	Low Carbon Designation™	% AUM Covered - Carbon	Carbon Date
BGL0105AU	iShares Australian Bond Index		70	30/06/2023	Yes	70	30/06/2023
CHN0005AU	CC JCB Active Bond		100	30/06/2023	Yes	93	30/06/2023
ETL8268AU	Artesian Corporate Bond Fund A		96	30/06/2023	Yes	74	30/06/2023
JBW0018AU	Yarra Enhanced Income Fund		79	30/06/2023	Yes	68	30/06/2023
NET0023AU	BlackRock GSS Australian Bond Index		70	30/06/2023	Yes	70	30/06/2023
PMC0103AU	PM Capital Enhanced Yield		93	30/06/2023	Yes	67	30/06/2023
PMC4700AU	PM Capital Enhanced Yield B		93	30/06/2023	Yes	67	30/06/2023
VAN0001AU	Vanguard Australian Fixed Interest Index		94	30/06/2023	Yes	73	30/06/2023

Australian Property Securities

APIR Code	Name	Top Morningstar Sustainability Rating™	% AUM Covered - ESG^[1]	Sustainability Rating Date	Low Carbon Designation™	% AUM Covered - Carbon	Carbon Date
AMP0255AU	Macquarie Australian Listed Real EstateA	Yes	98	31/03/2023	Yes	97	31/03/2023
APN0008AU	Dexus AREIT	Yes	91	30/06/2023	Yes	91	31/05/2023
BGL0108AU	iShares Australian Listed Property Index	Yes	90	30/06/2023	Yes	100	30/06/2023
COL0001AU	Charter Hall Maxim Property Securities		83	30/06/2023	Yes	82	30/06/2023
CRM0008AU	Cromwell Phoenix Property Securities	Yes	77	30/06/2023	Yes	77	30/06/2023
ETL0119AU	SGH Property Income	Yes	83	30/06/2023	Yes	83	30/06/2023
FSF0004AU	FSI Wholesale Property Securities	Yes	100	30/06/2023	Yes	100	30/06/2023
NET0010AU	BlackRock GSS Australian Property Index	Yes	90	30/06/2023	Yes	100	30/06/2023
VAN0004AU	Vanguard Australian Property Secs Idx	Yes	100	30/06/2023	Yes	100	30/06/2023
ZUR0064AU	Zurich Investments Aus Property Secs	Yes	91	30/06/2023	Yes	91	30/06/2023

International Equities

APIR Code	Name	Top Morningstar Sustainability Rating™	% AUM Covered - ESG^[1]	Sustainability Rating Date	Low Carbon Designation™	% AUM Covered - Carbon	Carbon Date
AAP0001AU	Candriam Sustainable Global Equity		98	30/06/2023	Yes	99	30/06/2023
ACM0009AU	AB Global Equities		98	30/06/2023	Yes	98	30/06/2023
ANT0005AU	Altrinsic Global Equities Trust		99	30/06/2023	Yes	99	30/06/2023
ARO0006AU	BNP Paribas C WorldWide Global Eq Trust		97	30/06/2023	Yes	97	30/06/2023
AUG0025AU	Australian Ethical Intl Shr WS	Yes	99	30/06/2023	Yes	99	30/06/2023
BPF0016AU	Bell Global Equities Platform Class	Yes	100	30/06/2023	Yes	100	30/06/2023
BPF6914AU	Bell Global Sustainable Unhedged	Yes	100	30/06/2023	Yes	100	30/06/2023
CIP0001AU	Cooper Investors Global Eqs Fd (Hdg)		92	30/06/2023	Yes	92	30/06/2023
CIP0003AU	Cooper Investors Global Eqs Fd (Unhdg)		92	30/06/2023	Yes	92	30/06/2023
CRS0005AU	Abrdn Sustainable International Equities	Yes	94	30/06/2023	Yes	94	30/06/2023
EQI0015AU	abrdn International Equity		98	30/06/2023	Yes	98	30/06/2023
ETL0041AU	MFS Hedged Global Equity Trust W		95	30/06/2023	Yes	95	30/06/2023
ETL0071AU	T. Rowe Price Global Equity I		97	30/06/2023	Yes	96	30/06/2023
ETL0172AU	MFS Concentrated Global Equity Trust W	Yes	96	30/06/2023	Yes	96	30/06/2023
ETL0186AU	Janus Henderson Global Rsrch Gr		99	30/06/2023	Yes	99	30/06/2023
ETL0312AU	T. Rowe Price Global Equity (Hedged)		97	30/06/2023	Yes	97	30/06/2023
ETL0390AU	Claremont Global Fund	Yes	100	30/06/2023	Yes	100	30/06/2023
ETL0391AU	Claremont Global Fund (hedged)	Yes	100	30/06/2023	Yes	100	30/06/2023
ETL0419AU	PAN-Tribal Global Equity Fund		100	30/06/2023	Yes	97	30/06/2023
ETL0561AU	Robeco Glb Dev Sust Enhncd Idx Eq (AUD)B		99	30/06/2023	Yes	99	30/06/2023
ETL1954AU	L1 Capital International Daily		100	31/12/2022	Yes	0	31/12/2022
ETL5365AU	Morgan Stanley Global Sustain Hdg	Yes	100	30/06/2023	Yes	100	30/06/2023
ETL6342AU	T. Rowe Price Global Impact Equity I		95	30/06/2023	Yes	95	30/06/2023
ETL8069AU	Mirova Global Sustainable Equity Fund	Yes	100	30/06/2023		100	30/06/2023
ETL9199AU	Morgan Stanley Global Sustain	Yes	100	30/06/2023	Yes	100	30/06/2023
FHT0032AU	Forager International Shares		85	30/06/2023	Yes	77	30/06/2023
FHT1389AU	Polen Capital Global Growth B	Yes	100	30/06/2023	Yes	100	30/06/2023
FID0023AU	Fidelity Global Demographics	Yes	100	30/06/2023	Yes	100	30/06/2023
FRT0009AU	Franklin Global Growth W		97	30/06/2023	Yes	97	30/06/2023
FRT6321AU	Franklin Global Growth W (Hedged)		97	30/06/2023	Yes	97	30/06/2023
FSF1675AU	Stewart Investors Wrldwide Sustnby		100	30/06/2023	Yes	100	30/06/2023
FSF4018AU	Baillie Gifford Sustain Growth-Class A		100	30/06/2023	Yes	100	30/06/2023
GMO1447AU	GMO Quality Trust		100	30/06/2023	Yes	100	30/06/2023
HGI7127AU	Janus Henderson Global Sustainable Eq	Yes	100	30/06/2023	Yes	100	30/06/2023
HHA0002AU	Pengana Axiom International Ethical H	Yes	100	30/06/2023	Yes	100	30/06/2023
HOW0002AU	Pengana Axiom International Ethical	Yes	100	30/06/2023	Yes	100	30/06/2023
HOW0164AU	Alphinity Global Equity	Yes	100	30/06/2023	Yes	100	30/06/2023
HOW1000AU	Alphinity Global Sustainable Equity A	Yes	100	30/06/2023	Yes	100	30/06/2023
INT0050AU	Morningstar Intl Shrs (Hdg) Fd - Cl A		99	30/06/2023	Yes	99	30/06/2023
INT0052AU	Morningstar Intl Shrs (Unhdgd) Fd - Cl A		99	30/06/2023	Yes	99	30/06/2023
LAZ0025AU	Lazard Global Equity Franchise		96	30/06/2023	Yes	96	30/06/2023
MAQ0404AU	IFP Global Franchise Fund		95	30/06/2023	Yes	95	30/06/2023
MAQ0410AU	Walter Scott Global Equity Fund	Yes	97	30/06/2023	Yes	97	30/06/2023
MAQ0557AU	Walter Scott Global Equity Hedged	Yes	97	30/06/2023	Yes	97	30/06/2023
MAQ0631AU	IFP Global Franchise Fund (Hedged)		95	30/06/2023	Yes	95	30/06/2023
MAQ3060AU	IFP Global Franchise Fund II	Yes	95	30/06/2023	Yes	95	30/06/2023
MAQ9692AU	Walter Scott Global Equity No.1 Fund	Yes	97	30/06/2023	Yes	97	30/06/2023
MGE0001AU	Magellan Global Open Class		100	30/06/2023	Yes	100	30/06/2023
MGE0005AU	Magellan High Conviction		100	30/06/2023	Yes	100	30/06/2023
MGE0007AU	Magellan Global (Hedged)		100	30/06/2023	Yes	100	30/06/2023
MGE9885AU	Magellan High Conviction - B		100	30/06/2023	Yes	100	30/06/2023
MIA0001AU	MFS Global Equity Trust W		95	30/06/2023	Yes	95	31/05/2023
MMC0110AU	Loftus Peak Global Disruption		100	30/06/2023	Yes	100	30/06/2023
OMF1140AU	Lakehouse Global Growth Fund		100	30/06/2023	Yes	95	30/06/2023
PCL0026AU	Pengana Harding Loevner International		99	30/06/2023	Yes	100	30/06/2023
PDL4608AU	Regnan Global Equity Impact Solutions		90	30/06/2023	Yes	90	30/06/2023
PDL6767AU	Pendal Global Select R	Yes	97	30/06/2023	Yes	95	30/06/2023
PLA0100AU	Platinum International Brands Fund		92	30/06/2023	Yes	92	31/05/2023
PPL0036AU	Intermede Global Equities Fund		93	30/06/2023	Yes	91	30/06/2023
SCH0095AU	Schroder Global Recovery Fund - WC		100	30/06/2023	Yes	98	30/06/2023
SSB3125AU	Franklin Global Rspnb Inv F	Yes	100	30/06/2023		100	30/06/2023
SST0057AU	State Street Climate ESG Intl Eq		100	30/06/2023	Yes	100	30/06/2023
SUN0031AU	Yarra Global Share		94	30/06/2023	Yes	93	30/06/2023
VAN0722AU	Vanguard Active Global Growth		100	30/06/2023	Yes	100	30/06/2023
VAN8175AU	Vanguard Ethically Cons Intl Shrs Idx		99	30/06/2023	Yes	99	30/06/2023
WHT8435AU	Hyperion Global Growth Companies B		100	30/06/2023	Yes	100	30/06/2023
ZUR0580AU	Zurich Investments Global Growth		98	30/06/2023	Yes	98	30/06/2023
ZUR0581AU	Zurich Investments Unhedged Global Gr		98	30/06/2023	Yes	98	30/06/2023
ZUR0617AU	Zurich Investments Concentrated Glbl Gr		97	30/06/2023	Yes	97	30/06/2023

International Equities - Specialist

APIR Code	Name	Top Morningstar Sustainability Rating™	% AUM Covered - ESG^[1]	Sustainability Rating Date	Low Carbon Designation™	% AUM Covered - Carbon	Carbon Date
AAP3254AU	Ausbil Global Essential Infras - Unhdg	Yes	95	30/06/2023		95	30/06/2023
AAP3601AU	Ausbil Global Essential Infras - Hdg	Yes	95	30/06/2023		95	30/06/2023
ACM8902AU	AB Sustainable Global Thematic Equities	Yes	98	30/06/2023	Yes	98	30/06/2023
AMP7497AU	Fiera Atlas Global Companies Class A	Yes	100	30/06/2023	Yes	100	30/06/2023
AUS0035AU	Talaria Global Equity		100	30/06/2023	Yes	100	30/06/2023
BFL3229AU	Skerryvore Global Em Mkts All-Cap Eq	Yes	99	30/06/2023	Yes	98	30/06/2023
BFL3446AU	Wheelhouse Global Equity Income		100	30/06/2023	Yes	100	30/06/2023
BPF0029AU	Bell Global Emerging Companies	Yes	100	30/06/2023	Yes	100	30/06/2023
ECL8388AU	Ellerston Global Mid Small Cap Unhedged	Yes	100	30/06/2023	Yes	100	31/05/2023
EQI0028AU	abrdn Sustainable Asian Opportunities A	Yes	100	30/06/2023	Yes	100	30/06/2023
ETL0032AU	abrdn Sustainable Emerging Opportunities	Yes	100	30/06/2023	Yes	98	30/06/2023
ETL0201AU	Martin Currie Emerging Mkts		99	30/06/2023	Yes	99	30/06/2023
ETL0365AU	Paradice Global Small Cap Fund		96	30/06/2023	Yes	91	30/06/2023
ETL0438AU	Apostle Dundas Global Equity Class C	Yes	100	30/06/2023	Yes	100	30/06/2023
ETL0482AU	India Avenue Equity Fund M Class	Yes	97	30/06/2023		93	30/06/2023
ETL2741AU	Paradice Global Emerging Markets		98	30/06/2023	Yes	97	30/06/2023
ETL3590AU	Ashmore Emerging Markets Equity		98	30/06/2023	Yes	96	30/06/2023
ETL6156AU	MFS Global New Discovery Trust W		95	30/06/2023	Yes	93	30/06/2023
ETL7626AU	BNP Paribas China Equity Trust		99	30/06/2023	Yes	97	30/06/2023
ETL8171AU	Impax Sustainable Leaders Fund A	Yes	93	30/06/2023	Yes	96	30/06/2023
FHT8533AU	Polen Capital Global Small and Mid Cap	Yes	100	30/06/2023	Yes	96	30/06/2023
FID0010AU	Fidelity Asia		98	30/06/2023	Yes	92	30/06/2023
FID0031AU	Fidelity Global Emerging Markets	Yes	100	30/06/2023	Yes	100	30/06/2023
FID5543AU	Fidelity Global Future Leaders		99	30/06/2023	Yes	99	30/06/2023
FSF1240AU	Acadian Global Managed Volatility Eq A		95	30/06/2023	Yes	95	30/06/2023
FSF5774AU	Baillie Gifford LT Gbl Growth A		100	30/06/2023	Yes	98	30/06/2023
FSF8443AU	FSSA Global Emerg Markets Focus Fund		97	30/06/2023	Yes	95	30/06/2023
GSF6910AU	Man GLG Asia Opportunities A		100	30/06/2023	Yes	97	30/06/2023
HHA0007AU	Pengana WHEB Sustainable Impact	Yes	94	30/06/2023	Yes	97	30/06/2023
IML0341AU	Loomis Sayles Global Equity	Yes	96	30/06/2023	Yes	96	30/06/2023
IML1199AU	Vaughan Nelson Global Equity SMID		99	30/06/2023	Yes	96	30/06/2023
MAQ0635AU	Premium Asia		94	30/06/2023	Yes	93	30/06/2023
MAQ0651AU	Walter Scott Emerging Markets Fund		98	30/06/2023	Yes	97	30/06/2023
MGE0002AU	Magellan Infrastructure	Yes	94	30/06/2023		100	30/06/2023
MGE0006AU	Magellan Infrastructure (Unhedged)	Yes	94	30/06/2023		100	30/06/2023
MUA0002AU	Munro Global Growth	Yes	92	30/06/2023		91	30/06/2023
NIK1854AU	Nikko AM ARK Global Disruptive Innovt		95	30/06/2023	Yes	94	30/06/2023
OPS4597AU	TT Global Environmental Impact		96	30/06/2023	Yes	89	30/06/2023
OPS8304AU	Artisan Global Discovery		99	30/06/2023	Yes	98	30/06/2023
PCL9196AU	Pengana High Conviction Equities B		81	30/06/2023	Yes	75	30/06/2023
PER1547AU	Perpetual Global Innovation Share		93	30/06/2023	Yes	93	30/06/2023
PER2095AU	Trillium ESG Global Equity	Yes	98	30/06/2023	Yes	98	30/06/2023
PER4964AU	Trillium Global Sustainable Opportunties		98	30/06/2023	Yes	98	30/06/2023
PIM0058AU	Aoris International Fund B	Yes	100	30/06/2023	Yes	100	30/06/2023
PIM0941AU	Fairlight Global Small & Mid Cap Hedged		96	30/06/2023	Yes	95	30/06/2023
PIM1812AU	Aoris International Fund D Hedged	Yes	100	30/06/2023	Yes	100	30/06/2023
PIM6769AU	ATLAS Infrastructure Aust Fdr Fd - Unhdg	Yes	100	30/06/2023		100	30/06/2023
PIM7802AU	Fairlight Global Small & Mid Cap Ord		96	30/06/2023	Yes	95	30/06/2023
PIM9253AU	ATLAS Infrastructure Aust Fdr Fd - Hdg	Yes	100	30/06/2023		100	30/06/2023
SCH0006AU	Schroder Asian Shares Fund		99	30/06/2023	Yes	99	30/06/2023
SLT2171AU	Nanuk New World		100	30/06/2023	Yes	100	30/06/2023
SSB0066AU	Martin Currie Glbl LT Uncon A	Yes	95	30/06/2023	Yes	95	30/06/2023
SWI1413AU	WCM Quality Global Growth (Mng) A UnH		94	30/06/2023	Yes	94	30/06/2023
WHT1465AU	Plato Global Alpha A		94	30/06/2023	Yes	88	30/06/2023
WHT6704AU	Spheria Global Opportunities		89	30/06/2023	Yes	84	30/06/2023
WHT7794AU	Firetrail S3 Global Opportunities A		100	30/06/2023	Yes	99	30/06/2023
WRA4779AU	Warakirri Global Emerging Markets	Yes	100	30/06/2023		100	30/06/2023
ZUR4499AU	Zurich Investments ACI Healthcare Impact		100	30/06/2023	Yes	99	30/06/2023

International Fixed Interest

APIR Code	Name	Top Morningstar Sustainability Rating™	% AUM Covered - ESG^[1]	Sustainability Rating Date	Low Carbon Designation™	% AUM Covered - Carbon	Carbon Date
ACM0001AU	AB Dynamic Global Fixed Income		90	30/06/2023	Yes	77	30/06/2023
CHN8607AU	CC JCB Dynamic Alpha A	Yes	100	30/06/2023	Yes	100	30/06/2023
ETL0018AU	PIMCO Global Bond W		79	30/06/2023	Yes	70	30/06/2023
ETL0019AU	PIMCO Global Credit W		77	30/06/2023	Yes	68	30/06/2023
ETL0445AU	PIMCO Capital Securities Wholesale		90	30/06/2023	Yes	88	30/06/2023
ETL0521AU	BNP Paribas Green Bond Trust	Yes	91	30/06/2023		87	30/06/2023
ETL7701AU	Robeco SDG Credit Income (AUD Hdg) B		87	30/06/2023	Yes	78	30/06/2023
FRT0011AU	Franklin Templeton Multisector Bond W		100	30/06/2023	Yes	100	30/06/2023
FSF7298AU	Affirmative Global Bond Fund - A	Yes	97	30/06/2023		70	30/06/2023
INT0080AU	Morningstar Intl Bds (Hdg) Fd - Cl A		80	30/06/2023	Yes	76	30/06/2023
NET5702AU	BlackRock GSS Global Bond Index		89	30/06/2023	Yes	74	30/06/2023
PIC6396AU	PIMCO ESG Global Bond Fund - Wholesale		80	30/06/2023	Yes	70	30/06/2023
SSB0014AU	Brandywine Glb Oppc Fxd Inc A		100	30/06/2023	Yes	91	30/06/2023
SSB8320AU	Western Asset Global Bond A		91	30/06/2023	Yes	86	30/06/2023
VAN0042AU	Vanguard Diversified Bond Index		91	30/06/2023	Yes	73	30/06/2023

International Property

APIR Code	Name	Top Morningstar Sustainability Rating™	% AUM Covered - ESG^[1]	Sustainability Rating Date	Low Carbon Designation™	% AUM Covered - Carbon	Carbon Date
AMP0974AU	Macquarie Global Listed Real Estate A		96	30/06/2023	Yes	96	30/06/2023
APN0023AU	Dexus Asian REIT	Yes	87	30/06/2023		87	30/06/2023
BLK0252AU	iShares Global Listed Property Idx Hdg D		100	30/06/2023	Yes	99	30/06/2023
FSF0454AU	FSI Wholesale Global Property Securities		98	30/06/2023	Yes	97	30/06/2023
PIM2485AU	First Sentier Global Property Sec Hdg		99	30/06/2023	Yes	96	31/05/2023
VAN0018AU	Vanguard International Property Secs Idx		100	30/06/2023	Yes	99	30/06/2023
VAN0019AU	Vanguard International Prpty Secs IdxHdg		100	30/06/2023	Yes	99	30/06/2023
WHT0015AU	Resolution Capital Global Property Secs		99	30/06/2023	Yes	99	30/06/2023

Multi-Sector 41-60%

APIR Code	Name	Top Morningstar Sustainability Rating™	% AUM Covered - ESG^[1]	Sustainability Rating Date	Low Carbon Designation™	% AUM Covered - Carbon	Carbon Date
PER0761AU	Perpetual ESG Real Return	Yes	90	30/06/2023	Yes	89	30/06/2023

Multi-Sector 61-80%

APIR Code	Name	Top Morningstar Sustainability Rating™	% AUM Covered - ESG^[1]	Sustainability Rating Date	Low Carbon Designation™	% AUM Covered - Carbon	Carbon Date
AUG0017AU	Australian Ethical Balanced WS	Yes	94	30/06/2023	Yes	92	30/06/2023

Multi-Sector 80%+

APIR Code	Name	Top Morningstar Sustainability Rating™	% AUM Covered - ESG^[1]	Sustainability Rating Date	Low Carbon Designation™	% AUM Covered - Carbon	Carbon Date
AUG0019AU	Australian Ethical Diversified Shr WS		98	30/06/2023	Yes	97	30/06/2023
PER0731AU	PineBridge Global Dynamic Asset Alloc I		100	31/03/2023	Yes	99	31/03/2023

[1] At least 67% of a fund’s qualified holdings must be eligible to receive an ESG risk score, which would either be an ESG Risk Rating (for corporate holdings) or Country Risk Rating (for sovereign holdings). For a full description of the ratings process please see the Morningstar Sustainability Rating Methodology available at https://www.morningstar.com/research/signature

[2] Available on IDPS only

How to guide

How to access the Morningstar research

To view the research and ratings you will need to login to your Netwealth account or sign up for a free research account.

Step 1

Step 2

Click 'Research' and then 'Compare Funds & Models.'

Step 3

Click the 3 dots and select 'Download research.'

Step 4

Open the pdf download and view the Morningstar Sustainability Rating and Low Carbon Designation at the top. There are definitions on the back page, as well as Sustainability information in the bottom left corner.

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Investing in ESG (Environment, Social, Governance) funds