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In order for a fund to receive sustainability data, the fund needs Sustainalytics ESG research on at least 67% of assets. More information is available in the Morningstar Sustainability for Funds Methodology document (link).

Additional information on Morningstar’s sustainability initiative is available here.

In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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