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
Hua Nan Real Harvest Fund of Funds A USD TWD Aggressive Allocation No Yes 1.41
Hua Nan Real Harvest Fund of Funds B USD TWD Aggressive Allocation No Yes 1.41
Eastspring Investments US High Tec SA TWD Sector Equity Technology No Yes 2.03
M&G (Lux) Optimal Income Fund XH USD Acc USD Cautious Allocation No 2.35
CTBC Global Tech Trends Multi-Asset Fund-TWD A TWD Moderate Allocation No Yes 1.97
CTBC Global Tech Trends Multi-Asset Fund-TWD B TWD Moderate Allocation No Yes 1.97
CTBC Global Tech Trends Multi-Asset Fund-USD A TWD Moderate Allocation No Yes 1.97
CTBC Global Tech Trends Multi-Asset Fund-TWD NB TWD Moderate Allocation No Yes 1.97
CTBC Global Tech Trends Multi-Asset Fund-USD B TWD Moderate Allocation No Yes 1.97
CTBC Global Tech Trends Multi-Asset Fund-USD NB TWD Moderate Allocation No Yes 1.97
BlackRock Global Funds - Continentalopean Flexible Fund I2 USD Europe ex-UK Equity No Yes 0.81
Morgan Stanley Investment Funds - Global Balanced Income Fund IH (USD) USD Flexible Allocation No No 0.82
PineBridge Thematic Dynamic Multi-Asset Fund-N(AUD) TWD Moderate Allocation No No 1.89
PineBridge Thematic Dynamic Multi-Asset Fund-I TWD Moderate Allocation No No 1.89
PineBridge Thematic Dynamic Multi-Asset Fund-N9 TWD Moderate Allocation No No 1.89
PineBridge Thematic Dynamic Multi-Asset Fund-A(CNY) TWD Moderate Allocation No No 1.89
PineBridge Thematic Dynamic Multi-Asset Fund-B(USD) TWD Moderate Allocation No No 1.89
PineBridge Thematic Dynamic Multi-Asset Fund-A(AUD) TWD Moderate Allocation No No 1.89
PineBridge Thematic Dynamic Multi-Asset Fund-B(AUD) TWD Moderate Allocation No No 1.89
PineBridge Thematic Dynamic Multi-Asset Fund-A TWD Moderate Allocation No No 1.89
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