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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
TCB Environmental & Socially Responsible Multi-Asset Fund A ZAR TWD Moderate Allocation Yes Yes 2.08
TCB Environmental & Socially Responsible Multi-Asset Fund B ZAR TWD Moderate Allocation Yes Yes 2.08
FF - Global Dividend Plus Fund A-MCDIST(G)-USD Global Equity Income Yes Yes 1.95
BNP Paribas Funds Inclusive Growth Classic USD Capitalisation Global Large-Cap Blend Equity Yes Yes 1.96
Schroder International Selection Fund Global Energy Transition U Accumulation USD Sector Equity Alternative Energy Yes Yes 2.84
Cathay US ESG Fund TWD US Large-Cap Blend Equity Yes Yes 2.27
Cathay US ESG Fund USD US Large-Cap Blend Equity Yes Yes 2.27
BNP Paribas Funds - Global Environment B USD Capitalisation Sector Equity Ecology Yes Yes 3.21
AB Sustainable US Tmtc A EUR US Large-Cap Growth Equity Yes Yes 1.70
BlackRock Global Funds - ESG Multi-Asset Fund A10 USD Hedged Inc USD Moderate Allocation Yes Yes 1.51
AB SICAV I - Sustainable All Market Portfolio AI AUD H Other Allocation Yes No 1.71
AB SICAV I - Sustainable All Market Portfolio AI USD H USD Moderate Allocation Yes No 1.71
AB SICAV I - Sustainable All Market Portfolio EI AUD H Other Allocation Yes No 2.71
AB SICAV I - Sustainable All Market Portfolio EI USD H USD Moderate Allocation Yes No 2.71
AB SICAV I -Sustainable US Thematic Portfolio S1 AUD H Other Equity Yes Yes 0.74
CTBC ESG Carbon Transition Multi-Asset Fund-TWD A TWD Moderate Allocation Yes Yes 1.98
CTBC ESG Carbon Transition Multi-Asset Fund-TWD B TWD Moderate Allocation Yes Yes 1.98
CTBC ESG Carbon Transition Multi-Asset Fund-TWD NB TWD Moderate Allocation Yes Yes 1.98
CTBC ESG Carbon Transition Multi-Asset Fund-USD A TWD Moderate Allocation Yes Yes 1.98
CTBC ESG Carbon Transition Multi-Asset Fund-USD NB TWD Moderate Allocation Yes Yes 1.98
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