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
Cathay Global Multiple Income Balanced Fund TWD R TWD Aggressive Allocation No No 1.20
Cathay Target Date 2039 Fund of Funds R TWD Target Date 2036 - 2040 No No 0.58
Franklin Templeton SinoAm Target Date 2047 Fund of Funds TWD R Target Date 2046+ No Yes 0.97
Franklin Templeton SinoAm Target Date 2037 Fund of Funds TWD R Target Date 2036 - 2040 No Yes 0.80
Franklin Templeton SinoAm Franklin Templeton Global Equity Fund of Funds R Global Large-Cap Blend Equity No Yes 1.12
Capital Global Abundant Inc FOF A CNH TWD Moderate Allocation No No 1.44
Capital Global Abundant Inc FOF NA CNH TWD Moderate Allocation No No 1.44
Allianz Global Investors Fund - Allianz Global Credit AT (USD) Global Corporate Bond No No 1.06
Allianz Pet and Animal Wellbeing AT USD Other Equity No Yes 2.10
Allianz Pet and Animal Wellbeing IT USD Other Equity No Yes 1.09
Franklin Utilities Fund A Sector Equity Utilities No No 0.00
Fidelity (Taiwan) Medical Innovation Multi Asset Income Fund A-ACC-TWD Other Allocation No Yes 2.08
Fidelity (Taiwan) Medical Innovation Multi Asset Income Fund A-MCDIST(G)-TWD Other Allocation No Yes 2.08
Fidelity (Taiwan) Medical Innovation Multi Asset Income Fund A-ACC-USD Other Allocation No Yes 2.08
Fidelity (Taiwan) Medical Innovation Multi Asset Income Fund A-MCDIST(G)-USD Other Allocation No Yes 2.08
Fidelity (Taiwan) Medical Innovation Multi Asset Income Fund A-ACC-RMB Other Allocation No Yes 2.08
Fidelity (Taiwan) Medical Innovation Multi Asset Income Fund A-MCDIST(G)-RMB Other Allocation No Yes 2.08
PGIM China Brands N CNH China Equity - A Shares No No 2.08
PGIM China Brands N TWD China Equity - A Shares No No 2.08
JPMorgan Funds - Emerging Markets Investment Grade Bond Fund F (mth) - USD Global Emerging Markets Bond No 2.10
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