Morningstar

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
Capital Moderate Allocation Fund of Funds NB USD TWD Moderate Allocation No No 0.88
Cathay Target Date 2029 Fund of Funds P TWD Target Date 2026 - 2030 No No 0.48
Cathay Target Date 2029 Fund of Funds A TWD Target Date 2026 - 2030 No No 0.48
Cathay Target Date 2029 Fund of Funds A USD Target Date 2026 - 2030 No No 0.48
Cathay Target Date 2039 Fund of Funds A TWD Target Date 2036 - 2040 No No 0.58
Cathay Target Date 2039 Fund of Funds P TWD Target Date 2036 - 2040 No No 0.58
Cathay Target Date 2039 Fund of Funds A USD Target Date 2036 - 2040 No No 0.58
PineBridge US Dual Core Income Fund N9 Other Bond No No 1.05
PineBridge US Dual Core Income Fund N Other Bond No No 1.05
Nomura Funds Ireland plc - Japan Strategic Value Fund Class B USD Hedged Other Equity No Yes 3.22
Invesco Select 10 Year Maturity Emerging Market Bonds Fund AD TWD Fixed Term Bond No No 0.95
Invesco Select 10 Year Maturity Emerging Market Bonds Fund AD USD Fixed Term Bond No No 0.95
Invesco Select 10 Year Maturity Emerging Market Bonds Fund AD RMB Fixed Term Bond No No 0.95
Invesco Select 6 Year Maturity Emerging Market Bonds Fund Acc TWD Fixed Term Bond No No 0.72
Invesco Select 6 Year Maturity Emerging Market Bonds Fund Acc USD Fixed Term Bond No No 0.72
Invesco Select 6 Year Maturity Emerging Market Bonds Fund Acc RMB Fixed Term Bond No No 0.72
Capital Moderate Allocation Fund of Funds P TWD TWD Moderate Allocation No No 0.88
Allianz Global Investors All Seasons Double Income Fund of Funds TWD P TWD Moderate Allocation No No 1.12
KGI 2025 Maturity Senior Secured Emerging Market Bond Fund A TWD Fixed Term Bond No No 0.72
KGI 2025 Maturity Senior Secured Emerging Market Bond Fund A USD Fixed Term Bond No No 0.72
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