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.
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Fund Name
|
Morningstar Category
|
Sustainable Investment
|
Sustainability Rating
|
Low Carbon Designation
|
Representative Cost
|
Morningstar Rating for Funds
|
|---|---|---|---|---|---|---|
| JPMorgan (Taiwan) Global Growth Fund TWD | Global Large-Cap Growth Equity | No | Yes | 1.49 | ||
| FSITC Global REITs B-INC | Property - Indirect Global | No | Yes | 2.13 | ||
| JPMorgan Asia Growth (acc) - USD | Asia ex-Japan Equity | No | Yes | 1.63 | ||
| HSBC Global Emerging Market Fund | Global Emerging Markets Equity | No | No | 2.38 | ||
| SinoPac Balance Fund | TWD Aggressive Allocation | No | Yes | 1.35 | ||
| Eastspring Investments Asia Pacific REITs Fund A | Property - Indirect Asia | No | Yes | 2.06 | ||
| Nomura Taiwan Dynamic Asset Allocation Fund | TWD Moderate Allocation | No | Yes | 1.38 | ||
| Fubon China Growth Fund TWD | Greater China Equity | No | No | 2.04 | ||
| UPAMC GREAT CHINA Fund TWD | Greater China Equity | No | Yes | 1.96 | ||
| PGIM Balanced Fund | TWD Moderate Allocation | No | Yes | 1.34 | ||
| PineBridge Flagship Global Growth Fund of Funds | TWD Aggressive Allocation | No | Yes | 1.14 | ||
| FSITC Global REITs A Acc | Property - Indirect Global | No | Yes | 2.13 | ||
| SinoPac Luxury and Lifestyle Fund | Sector Equity Consumer Goods & Services | No | Yes | 2.33 | ||
| Templeton Eastern Europe Fund A(acc)USD | Other Equity | No | No | 2.52 | ||
| Fidelity Funds - Asian Special Situations Fund A-Acc-USD | Asia ex-Japan Equity | No | Yes | 1.93 | ||
| Templeton European Small-Mid Cap Fund A(acc)USD | Europe Small-Cap Equity | No | Yes | 1.89 | ||
| Templeton European Small-Mid Cap Fund I(acc)USD | Europe Small-Cap Equity | No | Yes | 1.01 | ||
| Allianz Global Investors Fund - Allianz Global Opportunistic Bond AMg USD | Global Flexible Bond | No | — | 1.20 | ||
| Fidelity Funds - European Multi Asset Income Fund A-MCDIST(G)-EUR | EUR Moderate Allocation | No | No | 1.53 | ||
| Fidelity Funds - European Dividend Fund A-MCDIST(G)-EUR | Europe Equity Income | No | No | 1.94 | ||
