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
Franklin Templeton SinoAm Target Date 2047 Fund of Funds TWD Target Date 2046+ No Yes 0.97
Schroder International Selection Fund QEP Global Core C Accumulation AUD Hedged Other Equity No No 0.44
Robeco Global Consumer Trends IM $ Global Large-Cap Growth Equity No Yes 0.93
LO Funds - Asia Value Bond (USD) ND Asia Bond No No 0.67
Fuh Hwa Olympic II Fund of Funds TWD B TWD Moderate Allocation No No 1.09
JPM Europe Equity A (acc) - AUD (hedged) Other Equity No No 1.30
Franklin Templeton SinoAm Global Healthcare Fund USD Sector Equity Healthcare No Yes 2.13
Franklin Templeton SinoAm Global Healthcare Fund TWD Sector Equity Healthcare No Yes 2.13
Templeton Euroland Fund A (Acc) USD H1 Other Equity No No 1.84
Fidelity Funds - Global Financial Services Fund Y-Acc-USD Sector Equity Financial Services No No 1.05
BlackRock Global Funds - US Dollar Bond Fund I5 USD USD Diversified Bond No No 0.50
Capital Global Biotech Fund N USD Sector Equity Healthcare No Yes 2.28
Capital Grand India N USD India Equity No No 2.37
Capital Global Real Estate Income Fund NA TWD Property - Indirect Global No Yes 2.10
Taishin Global Disruptive Innovation Fund TWD Sector Equity Technology No Yes 2.16
Capital Grand India N TWD India Equity No No 2.37
Capital Grand India N CNH India Equity No No 2.37
Taishin Global Disruptive Innovation Fund USD Sector Equity Technology No Yes 2.16
Capital Global Biotech Fund N TWD Sector Equity Healthcare No Yes 2.28
Capital Global Real Estate Income Fund NB CNH Property - Indirect Global No Yes 2.10
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