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
|
|---|---|---|---|---|---|---|
| Fidelity Excellent Navigation Global Fund of Funds | Global Large-Cap Blend Equity | No | No | 0.84 | ||
| Nomura Taiwan Balanced Fund | TWD Aggressive Allocation | No | No | 1.34 | ||
| LionGlobal India Fund USD Class A | India Equity | No | No | 1.51 | ||
| Capital Value Balance Fund | TWD Moderate Allocation | No | — | 1.34 | ||
| PineBridge US Dual Core Income Fund-A | Other Bond | No | No | 1.04 | ||
| LionGlobal Singapore/Malaysia Fund SGD | Other Equity | No | No | 1.58 | ||
| LionGlobal Japan Growth Fund USD Class A | Japan Large-Cap Equity | No | No | 1.52 | ||
| JKO Life Style Fund | Sector Equity Consumer Goods & Services | No | Yes | 2.13 | ||
| LionGlobal India Fund SGD Class A | India Equity | No | No | 1.51 | ||
| Cathay Global Infrastructure Fund | Sector Equity Infrastructure | No | No | 1.90 | ||
| PineBridge Global Medallion Fund of Funds | TWD Moderate Allocation | No | Yes | 0.75 | ||
| Fuh Hwa Global Asset Backed Securities Fund-TWD B | Property - Indirect Global | No | Yes | 1.89 | ||
| PineBridge US Dual Core Income Fund-B | Other Bond | No | No | 1.04 | ||
| FSITC Greater China Balanced | TWD Moderate Allocation | No | — | 1.38 | ||
| LionGlobal Asia Pacific Fund USD | Asia-Pacific ex-Japan Equity | No | Yes | 1.55 | ||
| Fuh Hwa Global Fixed Income Fund of Funds | Other Bond | No | — | 1.13 | ||
| PGIM Global Bio-Health Fund TWD | Sector Equity Healthcare | No | Yes | 2.08 | ||
| PineBridge Flagship Global Balance Fund of Funds | TWD Moderate Allocation | No | No | 0.80 | ||
| PineBridge LATIN AMERICA FUND | Latin America Equity | No | No | 2.12 | ||
| Allianz Global Investors Taiwan Technology Fund | Sector Equity Technology | No | Yes | 1.75 | ||
