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
|
|---|---|---|---|---|---|---|
| Union Golden Balanced Fund A TWD | TWD Moderate Allocation | No | Yes | 1.15 | ||
| FSITC High-Tech | Sector Equity Technology | No | Yes | 1.76 | ||
| Deutsche Far Eastern DWS Global Material and Energy Fund | Sector Equity Natural Resources | No | No | 2.61 | ||
| Capital Strategic Balance Fund | TWD Aggressive Allocation | No | Yes | 1.36 | ||
| Invesco Taiwan Technology Fund | Sector Equity Technology | No | Yes | 1.77 | ||
| Fuh Hwa Aegis | TWD Aggressive Allocation | No | Yes | 1.30 | ||
| LionGlobal Japan Fund SGD | Japan Large-Cap Blend Equity | No | No | 1.51 | ||
| NomuraTaiwan High Tech Fund | Sector Equity Technology | No | Yes | 1.75 | ||
| UPAMC Ben Teng Fund | Sector Equity Technology | No | Yes | 1.75 | ||
| Fuh Hwa Digital Economy Fund | Sector Equity Technology | No | Yes | 1.74 | ||
| Fubon High Tech | Sector Equity Technology | No | Yes | 1.77 | ||
| LionGlobal Japan Fund USD | Japan Large-Cap Blend Equity | No | No | 1.51 | ||
| Yuanta Global ETFs Stable Fund of Funds | TWD Moderate Allocation | No | No | 1.14 | ||
| Union Technology Fund A TWD | Sector Equity Technology | No | Yes | 1.78 | ||
| SinoPac Pilot Fund | Sector Equity Technology | No | Yes | 1.95 | ||
| United SGD Fund - Class A SGD Acc | SGD Bond | No | No | 0.67 | ||
| LionGlobal Asia Pacific Fund SGD | Asia-Pacific ex-Japan Equity | No | Yes | 1.55 | ||
| Schroder International Selection Fund Global Energy I Accumulation USD | Sector Equity Energy | No | No | 0.07 | ||
| Nomura Global REITs Fund Accumulate TWD | Property - Indirect Global | No | Yes | 1.89 | ||
| Schroder International Selection Fund US Small & Mid-Cap Equity A1 Accumulation EUR | US Mid-Cap Equity | No | Yes | 2.34 | ||
