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 Singapore/Malaysia Fund USD | Other Equity | No | No | 1.58 | ||
JPMorgan (Taiwan) New Technology Fund - Generic | Sector Equity Technology | No | Yes | 1.65 | ||
Yuanta Global ETFs Growth Fund of Funds | TWD Aggressive Allocation | No | No | 1.35 | ||
Hua Nan Global Luxury Goods Fund | Sector Equity Consumer Goods & Services | No | Yes | 2.31 | ||
Yuanta Global REITs Fund(A) | Property - Indirect Global | No | Yes | 2.06 | ||
Taishin North American Income Trust Fund A | Property - Indirect North America | No | Yes | 1.69 | ||
Cathay Glb Aggressive FOFs TWD A | TWD Aggressive Allocation | No | No | 1.12 | ||
UPAMC Asia Pacific Fund | Asia-Pacific Equity | No | Yes | 2.05 | ||
Yuanta HI-TECH EQUITY FUND | Sector Equity Technology | No | Yes | 1.76 | ||
United Global Resources Fund - Class A SGD Acc | Sector Equity Natural Resources | No | No | 2.65 | ||
Fuh Hwa Olympic Global Fund | TWD Cautious Allocation | No | — | 1.14 | ||
Yuanta Global Emerging Market Fund of Funds | Global Emerging Markets Equity | No | Yes | 1.36 | ||
JPMorgan (Taiwan) Global Emerging Markets Fund | Global Emerging Markets Equity | No | Yes | 2.35 | ||
GAM Star Fund plc - GAM Star Asian Equity Class Ordinary USD Accumulation | Asia ex-Japan Equity | No | Yes | 1.90 | ||
BlackRock Global Funds - Japan Flexible Equity Fund A2 | Japan Large-Cap Equity | No | No | 1.82 | ||
PIMCO GIS Diversified Income Fund E Class USD Income | Global Flexible Bond - USD Hedged | No | — | 1.60 | ||
AB - Japan Strategic Value Portfolio I Acc | Japan Large-Cap Equity | No | No | 0.90 | ||
AB - Emerging Markets Growth Portfolio S Acc | Global Emerging Markets Equity | No | Yes | 0.12 | ||
StocksPLUS™ Fund E USD Accumulation | US Large-Cap Blend Equity | No | Yes | 1.50 | ||
Fidelity Funds - US Dollar Bond Fund A-Acc-USD | USD Diversified Bond | No | — | 1.04 | ||