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 Taiwan-U.S. Twinstar Multi-Asset Fund A RMB TWD Aggressive Allocation No Yes 1.91
Fubon Taiwan-U.S. Twinstar Multi-Asset Fund NA RMB TWD Aggressive Allocation No Yes 1.91
Fubon Taiwan-U.S. Twinstar Multi-Asset Fund A USD TWD Aggressive Allocation No Yes 1.91
Fubon Taiwan-U.S. Twinstar Multi-Asset Fund NB TWD TWD Aggressive Allocation No Yes 1.91
Fubon Taiwan-U.S. Twinstar Multi-Asset Fund NA USD TWD Aggressive Allocation No Yes 1.91
Fubon Taiwan-U.S. Twinstar Multi-Asset Fund B RMB TWD Aggressive Allocation No Yes 1.91
Fubon Taiwan-U.S. Twinstar Multi-Asset Fund NB RMB TWD Aggressive Allocation No Yes 1.91
Fubon Taiwan-U.S. Twinstar Multi-Asset Fund B USD TWD Aggressive Allocation No Yes 1.91
Fubon Taiwan-U.S. Twinstar Multi-Asset Fund NB USD TWD Aggressive Allocation No Yes 1.91
Fidelity Funds - Asia Pacific Dividend Fund B-MINCOME(G)-USD Asia-Pacific ex-Japan Equity Income No Yes 2.95
JPMorgan (Taiwan) Global Growth Fund-Digital(TWD) Global Large-Cap Growth Equity No Yes 1.49
Janus Henderson Balanced Fund A6m USD Inc USD Moderate Allocation No Yes 1.80
Morgan Stanley Investment Funds - Emerging Leaders Equity Fund A GBP Global Emerging Markets Equity No Yes 2.19
Morgan Stanley Investment Funds - Emerging Leaders Equity Fund I GBP Global Emerging Markets Equity No Yes 0.99
Amundi Funds - US Short Term Bond A2 USD MTD3 (D) USD Ultra Short-Term Bond No 0.70
Capital Aggressive Allocation Fund Of Funds R(TWD) TWD Aggressive Allocation No Yes 1.17
Mega Balanced Fund R TWD Moderate Allocation No 1.38
Invesco Funds - Invesco Asian Equity Fund A Monthly Distribution-1 USD Asia ex-Japan Equity No Yes 1.95
KGI Real Assets Multi-asset Fund -TWD B TWD Moderate Allocation No No 0.91
KGI Real Assets Multi-asset Fund -TWD A TWD Moderate Allocation No No 0.91
© Copyright 2024 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy         Disclosures