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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
CTBC ESG Carbon Transition Multi-Asset Fund-USD B TWD Moderate Allocation Yes Yes 1.98
Fidelity (Taiwan) Sustainable Global Equity Income Fund A-ACC-TWD Global Equity Income Yes Yes 2.27
Fidelity (Taiwan) Sustainable Global Equity Income Fund A-MCDIST(G)-TWD Global Equity Income Yes Yes 2.27
Fidelity (Taiwan) Sustainable Global Equity Income Fund N-ACC-TWD Global Equity Income Yes Yes 2.27
Fidelity (Taiwan) Sustainable Global Equity Income Fund N-MCDIST(G)-TWD Global Equity Income Yes Yes 2.27
Fidelity (Taiwan) Sustainable Global Equity Income Fund A-MCDIST(G)-USD Global Equity Income Yes Yes 2.27
Fidelity (Taiwan) Sustainable Global Equity Income Fund A-ACC-USD Global Equity Income Yes Yes 2.27
Fidelity (Taiwan) Sustainable Global Equity Income Fund N-MCDIST(G)-USD Global Equity Income Yes Yes 2.27
Fidelity (Taiwan) Sustainable Global Equity Income Fund N-ACC-USD Global Equity Income Yes Yes 2.27
BlackRock Global Funds - Sustainable Energy Fund X10 USD Sector Equity Alternative Energy Yes No 0.06
JPMorgan Sustainable Infrastructure Acc USD Sector Equity Infrastructure Yes No 1.26
UBS (Lux) Strategy Fund - Yield Sustainable (USD) P-mdist USD Cautious Allocation Yes No 1.56
TCB Environmental & Socially Responsible Multi-Asset Fund NA TWD TWD Moderate Allocation Yes Yes 2.08
TCB Environmental & Socially Responsible Multi-Asset Fund NA USD TWD Moderate Allocation Yes Yes 2.08
BlackRock Global Funds - Sustainable Energy Fund A10 USD Sector Equity Alternative Energy Yes No 1.97
FF - Global Healthcare Fund B-Acc-USD Sector Equity Healthcare Yes Yes 2.91
Hua Nan Taiwan Environmental Sustainability and High Dividend Index Fund TWD-A Taiwan Large-Cap Equity Yes No 1.06
Hua Nan Taiwan Environmental Sustainability and High Dividend Index Fund TWD-B Taiwan Large-Cap Equity Yes No 1.06
Templeton Global Climate Change Fund F(acc)USD-H1 Other Equity Yes No 2.81
AXA World Funds - ACT Clean Economy BL Capitalisation USD Sector Equity Ecology Yes No 2.80
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