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
HSBC Global Infrastructure Income Fund-NAPMUSD Sector Equity Infrastructure No No 1.57
Cathay 3-Year Maturity Global Market Investment Grade Bond Fund A TWD Fixed Term Bond No No 1.25
Cathay 3-Year Maturity Global Market Investment Grade Bond Fund A USD Fixed Term Bond No No 1.25
Cathay 3-Year Maturity Global Market Investment Grade Bond Fund B TWD Fixed Term Bond No No 1.25
Cathay 3-Year Maturity Global Market Investment Grade Bond Fund B USD Fixed Term Bond No No 1.25
Shin Kong Global Multi Asset Fund A TWD TWD Moderate Allocation No No 1.44
Shin Kong Global Multi Asset Fund B TWD TWD Moderate Allocation No No 1.44
Shin Kong Global Multi Asset Fund NA TWD TWD Moderate Allocation No No 1.44
Shin Kong Global Multi Asset Fund NB TWD TWD Moderate Allocation No No 1.44
Shin Kong Global Multi Asset Fund A USD TWD Moderate Allocation No No 1.44
Shin Kong Global Multi Asset Fund B USD TWD Moderate Allocation No No 1.44
Shin Kong Global Multi Asset Fund NA USD TWD Moderate Allocation No No 1.44
Shin Kong Global Multi Asset Fund NB USD TWD Moderate Allocation No No 1.44
PineBridge Rate Response Multi-Asset Fund-A TWD Moderate Allocation No No 1.05
PineBridge Rate Response Multi-Asset Fund-B TWD Moderate Allocation No No 1.05
PineBridge Rate Response Multi-Asset Fund-N9 TWD Moderate Allocation No No 1.05
PineBridge Rate Response Multi-Asset Fund-N TWD Moderate Allocation No No 1.05
PineBridge Rate Response Multi-Asset Fund-A(AUD) TWD Moderate Allocation No No 1.05
PineBridge Rate Response Multi-Asset Fund-I TWD Moderate Allocation No No 1.05
PineBridge Rate Response Multi-Asset Fund-N(AUD) TWD Moderate Allocation No No 1.05
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