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
Neuberger Berman 5G Equity Fund Class TWD N Accumulating Sector Equity Technology No Yes 2.28
Neuberger Berman 5G Equity Fund Class USD N Accumulating Sector Equity Technology No Yes 2.28
Neuberger Berman 5G Equity Fund Class ZAR N Accumulating Sector Equity Technology No Yes 2.28
Neuberger Berman 5G Equity Fund Class AUD T Accumulating Sector Equity Technology No Yes 2.28
Neuberger Berman 5G Equity Fund Class ZAR T Accumulating Sector Equity Technology No Yes 2.28
FSITC US Top 100 Bond Fund Acc TWD USD Corporate Bond No Yes 1.21
FSITC US Top 100 Bond Fund Acc USD USD Corporate Bond No Yes 1.21
FSITC US Top 100 Bond Fund I Acc TWD USD Corporate Bond No Yes 1.21
FSITC US Top 100 Bond Fund I Acc USD USD Corporate Bond No Yes 1.21
FSITC US Top 100 Bond Fund Inc TWD USD Corporate Bond No Yes 1.21
FSITC US Top 100 Bond Fund Inc USD USD Corporate Bond No Yes 1.21
FSITC US Top 100 Bond Fund N Acc TWD USD Corporate Bond No Yes 1.21
FSITC US Top 100 Bond Fund N Acc USD USD Corporate Bond No Yes 1.21
FSITC US Top 100 Bond Fund N Inc TWD USD Corporate Bond No Yes 1.21
FSITC US Top 100 Bond Fund N Inc USD USD Corporate Bond No Yes 1.21
ABITL Income Umbrella Multi-asset Income Fund of Funds AI ZAR TWD Moderate Allocation No No 1.56
Capital Conservative Allocation Fund of Funds B USD TWD Cautious Allocation No No 0.89
Capital Conservative Allocation Fund of Funds NB USD TWD Cautious Allocation No No 0.89
Capital Moderate Allocation Fund of Funds A TWD TWD Moderate Allocation No No 0.93
Capital Moderate Allocation Fund of Funds B TWD TWD Moderate Allocation No No 0.93
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