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
|
|---|---|---|---|---|---|---|
| Fubon China Growth Fund TWD | Greater China Equity | No | No | 2.03 | ||
| Hua Nan Global Luxury Goods Fund | Sector Equity Consumer Goods & Services | No | Yes | 2.31 | ||
| Eastspring Investments Balance Fund A | TWD Moderate Allocation | No | Yes | 1.33 | ||
| Cathay Glb Aggressive FOFs TWD A | TWD Aggressive Allocation | No | No | 1.09 | ||
| UPAMC Asia Pacific Fund | Asia-Pacific Equity | No | Yes | 2.05 | ||
| 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 | 1.11 | ||
| FSITC Global REITs A Acc | Property - Indirect Global | No | Yes | 2.13 | ||
| KGI Pan-Asia Taiwan Enterprises Fund | Asia ex-Japan Equity | No | Yes | 2.14 | ||
| SinoPac Luxury and Lifestyle Fund | Sector Equity Consumer Goods & Services | No | Yes | 2.34 | ||
| Templeton Eastern Europe Fund A(acc)USD | Other Equity | No | No | 2.44 | ||
| 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 | 1.91 | ||
| StocksPLUS™ Fund E USD Accumulation | US Large-Cap Blend Equity | No | Yes | 1.45 | ||
| Templeton European Small-Mid Cap Fund I(acc)USD | Europe Small-Cap Equity | No | Yes | 1.02 | ||
| Allianz Global Investors Fund - Allianz Global Opportunistic Bond AMg USD | Global Flexible Bond | No | — | 1.19 | ||
| MFS Meridian Funds - Prudent Capital Fund AH1 EUR | EUR Moderate Allocation - Global | No | Yes | 1.94 | ||
| MFS Meridian Funds - Prudent Capital Fund A1 EUR | USD Moderate Allocation | No | Yes | 1.92 | ||
| MFS Meridian Funds - Prudent Capital Fund I1 EUR | USD Moderate Allocation | No | Yes | 0.83 | ||
