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.
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Fund Name
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Morningstar Category
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Sustainable Investment
|
Sustainability Rating
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Low Carbon Designation
|
Representative Cost
|
Morningstar Rating for Funds
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|---|---|---|---|---|---|---|
| KGI Real Assets Multi-asset Fund -TWD NA | TWD Moderate Allocation | No | No | 2.08 | ||
| KGI Real Assets Multi-asset Fund -TWD NB | TWD Moderate Allocation | No | No | 2.08 | ||
| KGI Real Assets Multi-asset Fund -USD A | TWD Moderate Allocation | No | No | 2.08 | ||
| KGI Real Assets Multi-asset Fund -USD B | TWD Moderate Allocation | No | No | 2.08 | ||
| KGI Real Assets Multi-asset Fund -USD NA | TWD Moderate Allocation | No | No | 2.08 | ||
| KGI Real Assets Multi-asset Fund -USD NB | TWD Moderate Allocation | No | No | 2.08 | ||
| KGI Real Assets Multi-asset Fund -CNY A | TWD Moderate Allocation | No | No | 2.08 | ||
| KGI Real Assets Multi-asset Fund -CNY B | TWD Moderate Allocation | No | No | 2.08 | ||
| KGI Real Assets Multi-asset Fund -CNY NA | TWD Moderate Allocation | No | No | 2.08 | ||
| KGI Real Assets Multi-asset Fund -CNY NB | TWD Moderate Allocation | No | No | 2.08 | ||
| KGI Real Assets Multi-asset Fund -ZAR A | TWD Moderate Allocation | No | No | 2.08 | ||
| KGI Real Assets Multi-asset Fund -ZAR B | TWD Moderate Allocation | No | No | 2.08 | ||
| KGI Real Assets Multi-asset Fund -ZAR NB | TWD Moderate Allocation | No | No | 2.08 | ||
| Yuanta Japan Leaders Equity Fund -TWD(A) | Japan Large-Cap Growth Equity | No | No | 1.66 | ||
| Yuanta Japan Leaders Equity Fund - TWD(I) | Japan Large-Cap Growth Equity | No | No | 1.66 | ||
| CTBC Growth Opportunities Multi-Asset Fund-TWD A | TWD Moderate Allocation | No | Yes | 1.98 | ||
| CTBC Growth Opportunities Multi-Asset Fund-TWD B | TWD Moderate Allocation | No | Yes | 1.98 | ||
| CTBC Growth Opportunities Multi-Asset Fund-USD A | TWD Moderate Allocation | No | Yes | 1.98 | ||
| CTBC Growth Opportunities Multi-Asset Fund-TWD NB | TWD Moderate Allocation | No | Yes | 1.98 | ||
| CTBC Growth Opportunities Multi-Asset Fund-USD B | TWD Moderate Allocation | No | Yes | 1.98 | ||
