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 Potential Income Multi-Asset Fund NA CNY TWD Aggressive Allocation No No 1.84
Capital Potential Income Multi-Asset Fund NA USD TWD Aggressive Allocation No No 1.84
Capital Potential Income Multi-Asset Fund NB USD TWD Aggressive Allocation No No 1.84
Capital Potential Income Multi-Asset Fund B USD TWD Aggressive Allocation No No 1.84
Capital Potential Income Multi-Asset Fund NA TWD TWD Aggressive Allocation No No 1.84
Capital Potential Income Multi-Asset Fund A TWD TWD Aggressive Allocation No No 1.84
Capital Potential Income Multi-Asset Fund NB TWD TWD Aggressive Allocation No No 1.84
Capital Potential Income Multi-Asset Fund NB CNY TWD Aggressive Allocation No No 1.84
Capital Potential Income Multi-Asset Fund B CNY TWD Aggressive Allocation No No 1.84
Capital Potential Income Multi-Asset Fund B TWD TWD Aggressive Allocation No No 1.84
Capital Potential Income Multi-Asset Fund A USD TWD Aggressive Allocation No No 1.84
Fidelity Funds - Global Multi Asset Income Fund A-MCDIST(G)-USD USD Moderate Allocation No No 1.74
Schroder International Selection Fund Emerging Market Bond C Distribution USD M Global Emerging Markets Bond No No 0.79
PGIM US Corporate Bond Fund USD T Distribution (M) USD Corporate Bond No 1.31
Invesco Funds - Invesco Japanese Equity Advantage Fund A Accumulation USD Hedged Other Equity No Yes 1.73
Invesco Funds - Invesco Japanese Equity Advantage Fund C Accumulation USD Other Equity No Yes 0.96
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund I5 Global Emerging Markets Bond - Local Currency No 0.61
Allianz Pet and Animal Wellbeing AT EUR Other Equity No Yes 2.10
FSITC Glbl Artificl Intlignc Fd TWD N Sector Equity Technology No Yes 2.22
FSITC Glbl Artificl Intlignc Fd USD N Sector Equity Technology No Yes 2.22
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