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
Fubon China Growth Fund USD Greater China Equity No No 2.03
Robeco BP US Premium Equities IM $ US Large-Cap Value Equity No Yes 0.22
Robeco Capital Growth Funds - Robeco Emerging Markets Equities IM USD Global Emerging Markets Equity No Yes 1.13
Capital Chinese Golden Age Equity N TWD China Equity No No 2.07
Capital China New Opportunities Fund N TWD China Equity No Yes 2.07
Capital Golden Choice Balance Fund TWD NA TWD Moderate Allocation No No 2.05
Capital Golden Choice Balance Fund TWD NB TWD Moderate Allocation No No 2.05
Capital Chinese Golden Age Equity N CNH China Equity No No 2.07
Capital China New Opportunities Fund N USD China Equity No Yes 2.07
Capital China New Opportunities Fund N CNH China Equity No Yes 2.07
Capital Chinese Golden Age Equity N USD China Equity No No 2.07
Capital Golden Choice Balance Fund USD NA TWD Moderate Allocation No No 2.05
Capital Golden Choice Balance Fund CNH NA TWD Moderate Allocation No No 2.05
Capital Golden Choice Balance Fund CNH NB TWD Moderate Allocation No No 2.05
Cathay Mandarin CNH China Equity No Yes 2.07
Cathay China Domestic Demand Growth Fund CNH China Equity No Yes 2.05
DWS Invest Gold and Precious Metals Equities USD TFC Sector Equity Precious Metals No No 0.88
KGI Cloud Force Fund USD B Sector Equity Technology No Yes 2.29
Amundi Funds - Emerging Markets Local Currency Bond B USD MTD3 (D) Global Emerging Markets Bond - Local Currency No No 2.62
Amundi Funds - US Bond B USD MTD3 (D) USD Diversified Bond No 2.28
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