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
Hua Nan Shiller US CAPE ETF Fund of Fund USD Inc US Large-Cap Blend Equity No Yes 1.61
Hua Nan Shiller US CAPE ETF Fund of Fund TWD Inc US Large-Cap Blend Equity No Yes 1.61
JPM US Select Equity A (acc) - AUD (hedged) Other Equity No No 1.80
JPM US Equity All Cap A (acc) - AUD (hedged) Other Equity No No 1.82
Franklin Templeton SinoAm Target Date 2037 Fund of Funds USD Target Date 2036 - 2040 No No 0.86
Franklin Templeton SinoAm Target Date 2037 Fund of Funds TWD Target Date 2036 - 2040 No No 0.86
Franklin Templeton SinoAm Target Date 2047 Fund of Funds USD Target Date 2046+ No No 1.07
Franklin Templeton SinoAm Target Date 2047 Fund of Funds TWD Target Date 2046+ No No 1.07
Robeco Global Consumer Trends IM $ Global Large-Cap Growth Equity No Yes 0.93
Jih Sun Target Income Fund of Funds TWD TWD Cautious Allocation No No 1.54
Jih Sun Target Income Fund of Funds USD TWD Cautious Allocation No No 1.54
LO Funds - Asia Value Bond (USD) ND Asia Bond No 0.67
UBS (TW) Bond Fund - Asian High Yield - B AUD Asia High Yield Bond No No 1.69
UBS (TW) Bond Fund - Asian High Yield - A USD Asia High Yield Bond No No 1.69
UBS (TW) Bond Fund - Asian High Yield - A AUD Asia High Yield Bond No No 1.69
UBS (TW) Bond Fund - Asian High Yield - A CNH Asia High Yield Bond No No 1.69
UBS (TW) Bond Fund - Asian High Yield - B USD Asia High Yield Bond No No 1.69
UBS (TW) Bond Fund - Asian High Yield - B CNH Asia High Yield Bond No No 1.69
JPM Europe Equity A (acc) - AUD (hedged) Other Equity No No 1.31
Franklin Templeton SinoAm Global Healthcare Fund USD Sector Equity Healthcare No Yes 2.13
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