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
Nomura Asia Pacific Bond Fund TWD Inc Asia Bond No 1.83
Nomura Asia Pacific Bond Fund TWD Acc Asia Bond No 1.83
Nomura Asia Pacific Bond Fund USD Inc Asia Bond No 1.83
Nomura Asia Pacific Bond Fund CNH Acc Asia Bond No 1.83
Nomura Asia Pacific Bond Fund CNH Inc Asia Bond No 1.83
Nomura Asia Pacific Bond Fund USD Acc Asia Bond No 1.83
Fidelity (Taiwan) Asian Total Return Bond Fund I-MINCOME(G)-TWD Asia Bond No No 1.53
Fidelity (Taiwan) Asian Total Return Bond Fund I-ACC-TWD Asia Bond No No 1.53
Fidelity Funds - Global Multi Asset Income Fund Y-MINCOME(G)-USD USD Moderate Allocation No No 1.05
BlackRock Global Multi-Asset Income Fund of Funds B CNH TWD Cautious Allocation No No 1.30
BlackRock Global Multi-Asset Income Fund of Funds A USD TWD Cautious Allocation No No 1.30
BlackRock Global Multi-Asset Income Fund of Funds B USD TWD Cautious Allocation No No 1.30
BlackRock Global Multi-Asset Income Fund of Funds A TWD TWD Cautious Allocation No No 1.30
BlackRock Global Multi-Asset Income Fund of Funds B TWD TWD Cautious Allocation No No 1.30
FTGF ClearBridge Infrastructure Value Fund Class A USD Distributing (M) (Hedged) Plus Other Equity No No 1.97
JPM US Select Equity A (acc) - AUD (hedged) Other Equity No No 1.81
JPM US Equity All Cap A (acc) - AUD (hedged) Other Equity No No 1.79
Franklin Templeton SinoAm Target Date 2037 Fund of Funds USD Target Date 2036 - 2040 No Yes 0.80
Franklin Templeton SinoAm Target Date 2037 Fund of Funds TWD Target Date 2036 - 2040 No Yes 0.80
Franklin Templeton SinoAm Target Date 2047 Fund of Funds USD Target Date 2046+ No Yes 0.97
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