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
BNY Mellon U.S. Equity Income Fund USD A Inc US Equity Income No No 2.13
Capital Moderate Allocation Fund Of Funds R(TWD) TWD Moderate Allocation No No 0.93
Capital Conservative Allocation Fund Of Funds R(TWD) TWD Cautious Allocation No No 0.89
Allianz US Investment Grade Credit Fund AT USD USD Corporate Bond No 0.95
Allianz US Investment Grade Credit Fund IT USD USD Corporate Bond No 0.52
AB - Global Plus Fixed Income Portfolio AI USD Inc Global Diversified Bond - USD Hedged No 1.35
AB - Global Plus Fixed Income Portfolio EI USD Inc Global Diversified Bond - USD Hedged No 1.78
JPMorgan (Taiwan) Eastern Technology Fund-Digital Sector Equity Technology No Yes 2.04
JPMorgan (Taiwan) Global Emerging Markets Fund-Digital Global Emerging Markets Equity No Yes 2.35
BlackRock Global Funds - Global Allocation Fund A10 AUD Hedged Other Allocation No No 1.78
BlackRock Global Funds - Global Allocation Fund A10 USD USD Moderate Allocation No No 1.79
Franklin Strategic Income Fund A (Mdis-plus) USD USD Flexible Bond No 1.35
Franklin Strategic Income Fund F (Mdis-plus) USD USD Flexible Bond No 2.35
Fuh Hwa 3-8 Year Maturity A-Rated Bond Fund TWD USD Diversified Bond No Yes 0.60
Fuh Hwa 2.5-5 Year Maturity A-Rated Bond Fund USD USD Diversified Bond No Yes 0.44
Fuh Hwa 3-8 Year Maturity A-Rated Bond Fund USD USD Diversified Bond No Yes 0.60
SinoPac 4 Year Maturity US Quality Investment Grade Bond Fund-TWD Accumulation Fixed Term Bond No Yes 0.51
SinoPac 4 Year Maturity US Quality Investment Grade Bond Fund-Accumulation-USD Fixed Term Bond No Yes 0.51
SinoPac 4 Year Maturity US Quality Investment Grade Bond Fund-Distribution-TWD Fixed Term Bond No Yes 0.51
SinoPac 4 Year Maturity US Quality Investment Grade Bond Fund-Distribution-USD Fixed Term Bond No Yes 0.51
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