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 Global Healthcare Fund TWD Sector Equity Healthcare No Yes 2.13
Templeton Euroland Fund A (Acc) USD H1 Other Equity No Yes 1.84
Fidelity Funds - Global Financial Services Fund Y-Acc-USD Sector Equity Financial Services No No 1.04
BlackRock Global Funds - US Dollar Bond Fund I5 USD USD Diversified Bond No 0.50
Capital Chinese Golden Age Equity N TWD China Equity No No 2.07
Capital Global Biotech Fund N USD Sector Equity Healthcare No Yes 2.28
Capital Golden Choice Balance Fund TWD NA TWD Moderate Allocation No No 2.04
Capital Global Real Estate Income Fund NA TWD Property - Indirect Global No Yes 2.11
Capital Golden Choice Balance Fund TWD NB TWD Moderate Allocation No No 2.04
Taishin Global Disruptive Innovation Fund TWD Sector Equity Technology No Yes 2.26
Taishin Global Disruptive Innovation Fund USD Sector Equity Technology No Yes 2.26
Capital Chinese Golden Age Equity N CNH China Equity No No 2.07
Capital Chinese Golden Age Equity N USD China Equity No No 2.07
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 2.11
Capital Global Real Estate Income Fund NB TWD Property - Indirect Global No Yes 2.11
Capital Global Real Estate Income Fund NA USD Property - Indirect Global No Yes 2.11
Capital Global Abundant Income Fund Of Fund NB USD TWD Moderate Allocation No No 1.45
Capital Global Abundant Income Fund Of Fund NA TWD TWD Moderate Allocation No No 1.45
Capital Golden Choice Balance Fund USD NA TWD Moderate Allocation No No 2.04
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