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
Amundi Funds - Strategic Income I2 USD (C) USD Flexible Bond No 0.81
Amundi Funds - US Equity Fundamental Growth I2 USD C US Large-Cap Growth Equity No Yes 0.86
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income AT USD USD Moderate Allocation No Yes 1.70
Allianz Global Investors Fund - Allianz Thematica IT USD Global Flex-Cap Equity No No 1.09
TCB TAROBO Robotcs Quantitative Chinese Greater China Equity No Yes 2.06
Capital Aggressive Allocation Fund of Funds A TWD TWD Aggressive Allocation No Yes 1.17
Capital Aggressive Allocation Fund of Funds B TWD TWD Aggressive Allocation No Yes 1.17
Capital Aggressive Allocation Fund of Funds NB TWD TWD Aggressive Allocation No Yes 1.17
Capital Aggressive Allocation Fund of Funds A USD TWD Aggressive Allocation No Yes 1.17
Capital Aggressive Allocation Fund of Funds B USD TWD Aggressive Allocation No Yes 1.17
Capital Aggressive Allocation Fund of Funds NB USD TWD Aggressive Allocation No Yes 1.17
Cathay Target Date 2049 Fund of Funds A USD Target Date 2046+ No Yes 0.73
Cathay Target Date 2049 Fund of Funds A TWD Target Date 2046+ No Yes 0.73
Cathay Target Date 2049 Fund of Funds P TWD Target Date 2046+ No Yes 0.73
Capital Aggressive Allocation Fund of Funds P TWD TWD Aggressive Allocation No Yes 1.17
Allianz Global Investors All Seasons Growth Fund of Funds TWD P TWD Aggressive Allocation No No 0.95
Allianz Global Investors Fund - Allianz Global Opportunistic Bond AMg H2 AUD Other Bond No 1.20
Nomura Funds Ireland plc - American Century Concentrated Global Growth Equity Fund Class I USD Global Large-Cap Growth Equity No Yes 0.91
Fuh Hwa 5-10 Year Investment Grade Bond Index Fund TWD Global Diversified Bond No No 0.65
Fuh Hwa 5-10 Year Investment Grade Bond Index Fund USD Global Diversified Bond No No 0.65
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