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 Group Emerging Markets Debt Fund (LUX) Bfdm EUR Global Emerging Markets Bond No No 1.65
Capital Group Emerging Markets Debt Fund (LUX) Bfdm Global Emerging Markets Bond No No 1.65
Allianz Global Investors All Seasons Double Income Fund of Funds-R-TWD TWD Moderate Allocation No No 1.08
Allianz Global Investors Global Demographic Trends Fund-R-TWD Global Large-Cap Growth Equity No Yes 2.02
BlackRock LifePath® Series - 2050 Target Date Fund of Funds-R TWD ACC Target Date 2046+ No No 0.79
Yuanta Global ETFs Stable Fund of Funds R TWD Moderate Allocation No No 1.14
Cathay Global Aggressive Fund of Fund TWD R TWD Aggressive Allocation No No 1.12
Cathay Target Date 2029 Fund of Funds R TWD Target Date 2026 - 2030 No No 0.49
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 0.59
Franklin Templeton SinoAm Target Date 2047 Fund of Funds TWD R Target Date 2046+ No No 1.07
Franklin Templeton SinoAm Target Date 2037 Fund of Funds TWD R Target Date 2036 - 2040 No No 0.86
Franklin Templeton SinoAm Franklin Templeton Global Equity Fund of Funds R Global Large-Cap Blend Equity No Yes 1.13
Capital Global Abundant Inc FOF A CNH TWD Moderate Allocation No No 1.45
Capital Global Abundant Inc FOF NA CNH TWD Moderate Allocation No No 1.45
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 2.07
Fidelity (Taiwan) Medical Innovation Multi Asset Income Fund A-MCDIST(G)-TWD Other Allocation No Yes 2.07
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