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The MorningstarĀ® Sustainability RatingTM is intended to measure how well the issuing companies of the securities within a fund's portfolio holdings are managing their environmental, social, and governance risks relative to the fund's Morningstar Global Category peers.

The MorningstarĀ® Low Carbon DesignationTM is intended to allow investors to easily 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.

Morningstar Sustainability Ratings: Evenlode Income, Evenlode Global Income, Evenlode Global Equity, Evenlode Global Dividend and Evenlode Global Opportunities are based on 100% of AUM.
Data as at 31 January 2023.

Morningstar Low Carbon Designation: Evenlode Income based on 98.8% of AUM; Evenlode Global Income based on 98.4% of AUM; Evenlode Global Equity based on 98.3% of AUM; Evenlode Global Dividend based on 98.5% of AUM; Evenlode Global Opportunities based on 99.3% of AUM.
Data as at 31 December 2022 (updated quarterly as available).

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Morningstar Sustainability Rating High
Morningstar Low Carbon
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