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
Capital Aggressive Allocation Fund of Funds P TWD TWD Aggressive Allocation No Yes 1.14
Mega China Domestic Demand A Share Fund TWD China Equity - A Shares No No 2.30
Mega China Domestic Demand A Share Fund USD China Equity - A Shares No No 2.30
Mega China Domestic Demand A Share Fund CNY China Equity - A Shares No No 2.30
Allianz Global Investors All Seasons Growth Fund of Funds TWD P TWD Aggressive Allocation No No 1.03
Allianz Global Investors Fund - Allianz Global Opportunistic Bond AMg H2 AUD Other Bond No 1.19
Fuh Hwa 5-10 Year Investment Grade Bond Index Fund TWD Global Diversified Bond No No 0.63
Fuh Hwa 5-10 Year Investment Grade Bond Index Fund USD Global Diversified Bond No No 0.63
Schroder International Selection Fund Asian Bond Total Return C Distribution USD M Asia Bond No No 0.91
BNP Paribas Funds Disruptive Technology I USD-Capitalisation Sector Equity Technology No Yes 0.96
AB SICAV I - Low Volatility Equity Portfolio AD ZAR H Inc Other Equity No Yes 1.67
AB SICAV I - Low Volatility Equity Portfolio ED AUD H Inc Other Equity No Yes 2.67
Templeton Asian Growth Fund F(acc)USD Asia ex-Japan Equity No Yes 3.15
Templeton China Fund F(acc)USD China Equity No Yes 3.44
Franklin Technology Fund F (Acc) USD Sector Equity Technology No Yes 2.78
Union APEC Balanced Fund CNH B Other Allocation No No 1.89
Union APEC Balanced Fund USD A TWD Moderate Allocation No No 1.89
Union APEC Balanced Fund USD B TWD Moderate Allocation No No 1.89
Janus Henderson Horizon Global Property Equities Fund A4m USD Inc Property - Indirect Global No Yes 2.02
AB SICAV I - Low Volatility Equity Portfolio ED ZAR H Inc Other Equity No Yes 2.67
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