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
PIMCO GIS Emerging Markets Bond Fund E Class USD Accumulation Global Emerging Markets Bond No 1.70
Neuberger Berman US Real Estate Securities Fund Class EUR I Accumulating - Hedged Property - Indirect Other No Yes 0.97
PIMCO GIS Global Investment Grade Credit Fund E Class EUR (Hedged) Accumulation Global Corporate Bond - EUR Hedged No No 1.40
Schroder International Selection Fund Global Energy C Accumulation USD Sector Equity Energy No No 1.30
Union Golden Balanced Fund A TWD TWD Moderate Allocation No Yes 1.14
FSITC High-Tech Sector Equity Technology No Yes 1.76
LionGlobal Singapore Balanced Fund USD Asia Allocation No Yes 1.48
Deutsche Far Eastern DWS Global Material and Energy Fund Sector Equity Natural Resources No No 2.66
Capital Strategic Balance Fund TWD Aggressive Allocation No 1.36
Invesco Taiwan Technology Fund Sector Equity Technology No Yes 1.75
Fuh Hwa Aegis TWD Aggressive Allocation No 1.31
Allianz Global Investors Global Biotech Fund TWD Sector Equity Biotechnology No Yes 2.08
LionGlobal Japan Fund SGD Japan Large-Cap Equity No No 1.51
Jih Sun High Tech Sector Equity Technology No Yes 1.77
Cathay Technology Fund Sector Equity Technology No Yes 1.75
LionGlobal Japan Fund USD Japan Large-Cap 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
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