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
Taishin North American Income Trust Fund TWD N Property - Indirect North America No Yes 1.67
Taishin North American Income Trust Fund USD N Property - Indirect North America No Yes 1.67
Taishin CSI Lead Cons and Serv Ind I TWD China Equity - A Shares No Yes 1.80
Taishin CSI Lead Cons and Serv Ind I USD China Equity - A Shares No Yes 1.80
Taishin Global Disruptive Innovation Fund I TWD Sector Equity Technology No Yes 2.16
Taishin Global Disruptive Innovation Fund I USD Sector Equity Technology No Yes 2.16
M&G (Lux) Income Allocation Fund USD X-H F Inc USD Moderate Allocation No No 2.74
M&G (Lux) Emerging Markets Bond Fund X M F USD Inc Global Emerging Markets Bond No 2.42
Invesco Funds - Invesco Asian Flexible Bond Fund E Monthly Distribution-1 USD Asia Bond No No 1.68
JPMorgan Funds - US Technology Fund F (acc) - USD Sector Equity Technology No Yes 2.80
Franklin Templeton SinoAm Global Healthcare Fund TWD N Sector Equity Healthcare No Yes 2.13
Franklin Templeton SinoAm Global Healthcare Fund USD N Sector Equity Healthcare No Yes 2.13
ABITL Income Umbrella Fund - Multi Asset Income FoF - N (CNY) TWD Moderate Allocation No No 1.58
ABITL Income Umbrella Fund - Multi Asset Income FoF - N (AUD) TWD Moderate Allocation No No 1.58
ABITL Income Umbrella Fund - Multi Asset Income FoF - N (ZAR) TWD Moderate Allocation No No 1.58
Capital Group New Economy Fund (LUX) BL EUR Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL SGD Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL GBP Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL HKD Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL CHF Global Large-Cap Growth Equity No Yes 1.50
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