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
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
Yuanta Global REITs Fund(B) Property - Indirect Global No Yes 2.06
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 No 2.34
Schroder International Selection Fund European Smaller Companies A1 Accumulation USD Europe Small-Cap Equity No Yes 2.36
HSBC Global Investment Funds - Asia ex Japan Equity IC Asia ex-Japan Equity No Yes 0.99
Eastspring Investments High-Tech Fund Sector Equity Technology No Yes 1.65
Franklin Templeton SinoAm Franklin Templeton Global Equity Fund of Funds Global Large-Cap Blend Equity No Yes 1.13
Schroder International Selection Fund Latin American C Accumulation EUR Latin America Equity No No 1.33
Nomura Global Biotech & Health Care Fund Sector Equity Healthcare No Yes 2.11
Nomura Global Equity Fund Acc TWD Global Large-Cap Growth Equity No Yes 1.36
LionGlobal Japan Growth Fund SGD Class A Japan Large-Cap Equity No No 1.52
LionGlobal Singapore Balanced Fund SGD Asia Allocation No Yes 1.48
Nomura Global High Dividend Fund Accumulate TWD Global Equity Income No No 1.94
JPMorgan (Taiwan) Japan New Generation Fund Japan Large-Cap Equity No No 1.75
Capital Multi-Asset Allocation Fund TWD Moderate Allocation No Yes 1.10
JPMorgan (Taiwan) Eastern Technology Fund Sector Equity Technology No Yes 2.04
United Gold & General Fund - Class A SGD Acc Sector Equity Precious Metals No No 1.82
Fuh Hwa Heirloom Balance Fund TWD Moderate Allocation No 1.36
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