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
Sustainability Rating
Low Carbon Designation
Representative Cost
Morningstar Rating for Funds
Goldman Sachs Eurozone Equity Income - Y Dis(M) EUR Eurozone Large-Cap Equity No No 3.29
Goldman Sachs Eurozone Equity Income - Y Dis(M) AUD (hedged i) Other Equity No No 3.32
BlackRock Global Funds - World Healthscience Fund A2 HKD Hedged Other Equity No Yes 1.77
Fuh Hwa Global Strategic Alloc FoF TWD TWD Aggressive Allocation No No 1.46
Union APEC Balanced Fund TWD B TWD Moderate Allocation No No 1.89
Union APEC Balanced Fund TWD A TWD Moderate Allocation No No 1.89
JPMorgan (Taiwan) Asia Equity Dividend Fund -Monthly Distribution Class Asia-Pacific ex-Japan Equity Income No Yes 2.24
Cathay China Domestic Demand Growth Fund USD China Equity No Yes 2.05
Cathay Global Aggressive Fund of Fund-USD TWD Aggressive Allocation No No 1.09
BlackRock Global Funds - European Special Situations Fund D2 USD Hedged Other Equity No Yes 1.07
JPMorgan (Taiwan) Asia Equity Dividend Fund -Monthly Distribution Class (USD) Asia-Pacific ex-Japan Equity Income No Yes 2.24
JPMorgan (Taiwan) Asia Equity Dividend Fund - Accumulation Class Asia-Pacific ex-Japan Equity Income No Yes 2.24
Neuberger Berman US Small Cap Fund USD E Accumulating Class US Small-Cap Equity No No 2.91
Neuberger Berman US Small Cap Fund AUD E Accumulating class - Hedged Other Equity No No 2.89
Neuberger Berman US Small Cap Fund ZAR E Accumulating Class - Hedged Other Equity No No 2.92
BNP Paribas Funds Consumer Innovators Classic USD-Capitalisation Sector Equity Consumer Goods & Services No Yes 1.96
Allianz Global Investors All Seasons Growth Fund of Funds USD TWD Aggressive Allocation No No 1.03
Allianz Global Investors All Seasons Growth Fund of Funds A TWD TWD Aggressive Allocation No No 1.03
Eastspring Investments - China Equity Fund - AADMC1 (hedged) Other Equity No Yes 1.80
Eastspring Investments - China Equity Fund - ADMC1 China Equity No Yes 1.80
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