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 TWD TWD Moderate Allocation No No 0.93
Capital Moderate Allocation Fund of Funds A USD TWD Moderate Allocation No No 0.93
Capital Moderate Allocation Fund of Funds B USD TWD Moderate Allocation No No 0.93
Capital Conservative Allocation Fund of Funds B TWD TWD Cautious Allocation No No 0.89
Capital Moderate Allocation Fund of Funds NB USD TWD Moderate Allocation No No 0.93
Capital Conservative Allocation Fund of Funds NB TWD TWD Cautious Allocation No No 0.89
Capital Conservative Allocation Fund of Funds A TWD TWD Cautious Allocation No No 0.89
Capital Conservative Allocation Fund of Funds A USD TWD Cautious Allocation No No 0.89
Cathay Target Date 2029 Fund of Funds P TWD Target Date 2026 - 2030 No No 0.49
Cathay Target Date 2029 Fund of Funds A TWD Target Date 2026 - 2030 No No 0.49
Cathay Target Date 2029 Fund of Funds A USD Target Date 2026 - 2030 No No 0.49
Cathay Target Date 2039 Fund of Funds A TWD Target Date 2036 - 2040 No No 0.59
Cathay Target Date 2039 Fund of Funds P TWD Target Date 2036 - 2040 No No 0.59
Cathay Target Date 2039 Fund of Funds A USD Target Date 2036 - 2040 No No 0.59
PineBridge US Dual Core Income Fund N9 Other Bond No No 1.04
PineBridge US Dual Core Income Fund N Other Bond No No 1.04
Nomura Funds Ireland plc - Japan Strategic Value Fund Class B USD Hedged Other Equity No No 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
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