Name Morningstar Category Morningstar Analyst Rating Morningstar ESG Commitment Level - Asset Manager Assessment Morningstar ESG Commitment Level - Strategy Assessment Morningstar Sustainability Rating Low Carbon Designation Total Ret YTD (Mo-End) AUD Total Ret 1 Yr (Mo-End) AUD Total Ret Annlzd 3 Yr (Mo-End) AUD Total Ret Annlzd 5 Yr (Mo-End) AUD
AXA IM Sustainable EquityEquity World Large BlendSilverAdvancedAdvancedAbove AverageYes21%27%15%14%
Alphinity Sustainable ShareEquity Australia Large BlendBronzeBasicAdvancedAbove AverageYes15%33%13%13%
Stewart Investors Wrldwide SustnbyEquity World Large GrowthGoldLeaderLeaderAverageYes18%28%15%14%
Australian Ethical Australian Shr WSEquity Australia Mid/Small BlendBronzeLeaderLeader11%45%17%14%