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.
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Fund Name
|
Morningstar Category
|
Sustainable Investment
|
Sustainability Rating
|
Low Carbon Designation
|
Representative Cost
|
Morningstar Rating for Funds
|
|---|---|---|---|---|---|---|
| KGI Real Assets Multi-asset Fund -TWD NA | TWD Moderate Allocation | No | No | 0.91 | ||
| KGI Real Assets Multi-asset Fund -TWD NB | TWD Moderate Allocation | No | No | 0.91 | ||
| KGI Real Assets Multi-asset Fund -USD A | TWD Moderate Allocation | No | No | 0.91 | ||
| KGI Real Assets Multi-asset Fund -USD B | TWD Moderate Allocation | No | No | 0.91 | ||
| KGI Real Assets Multi-asset Fund -USD NA | TWD Moderate Allocation | No | No | 0.91 | ||
| KGI Real Assets Multi-asset Fund -USD NB | TWD Moderate Allocation | No | No | 0.91 | ||
| KGI Real Assets Multi-asset Fund -CNY A | TWD Moderate Allocation | No | No | 0.91 | ||
| KGI Real Assets Multi-asset Fund -CNY B | TWD Moderate Allocation | No | No | 0.91 | ||
| KGI Real Assets Multi-asset Fund -CNY NA | TWD Moderate Allocation | No | No | 0.91 | ||
| KGI Real Assets Multi-asset Fund -CNY NB | TWD Moderate Allocation | No | No | 0.91 | ||
| KGI Real Assets Multi-asset Fund -ZAR A | TWD Moderate Allocation | No | No | 0.91 | ||
| KGI Real Assets Multi-asset Fund -ZAR B | TWD Moderate Allocation | No | No | 0.91 | ||
| KGI Real Assets Multi-asset Fund -ZAR NB | TWD Moderate Allocation | No | No | 0.91 | ||
| Yuanta Japan Leaders Equity Fund -TWD(A) | Japan Large-Cap Equity | No | Yes | 0.88 | ||
| Yuanta Japan Leaders Equity Fund - TWD(I) | Japan Large-Cap Equity | No | Yes | 0.88 | ||
| Invesco Global Technology Fund Acc TWD | Sector Equity Technology | No | Yes | 2.00 | ||
| Invesco Global Technology Fund M8 TWD | Sector Equity Technology | No | Yes | 2.00 | ||
| Invesco Global Technology Fund Acc USD | Sector Equity Technology | No | Yes | 2.00 | ||
| Invesco Global Technology Fund M8 USD | Sector Equity Technology | No | Yes | 2.00 | ||
| Invesco China New Perspective Equity Fund A Annual Distribution USD | China Equity | No | Yes | 2.24 | ||
