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	Low Carbon Designation	Representative Cost
JPMorgan (Taiwan) Asia Domestic Opps	Asia ex-Japan Equity	No	Yes	2.11
JPMorgan (Taiwan) Greater China Income & Growth Fund	Greater China Equity	No	Yes	2.09
Eastspring Investments Africa Fund	Africa Equity	No	Yes	2.37
Fuh Hwa Greater China Fund	Greater China Equity	No	Yes	2.08
FTGF Royce US Smaller Companies Fund Premier Class US$ Accumulating	US Small-Cap Equity	No	No	0.94
Goldman Sachs Greater China Equity - I Cap USD	Greater China Equity	No	Yes	0.86
Yuanta/P-shares Russell Greater China Large Cap Value Index Fund TWD	Greater China Equity	No	No	1.38
KGI Bigfive Taiwan Fund	Taiwan Small/Mid-Cap Equity	No	Yes	1.77
Value Partners Classic Fund C Units USD	Greater China Equity	No	Yes	1.51
UBS (Lux) Equity Fund - Greater China (USD) I-A1-acc	Greater China Equity	No	Yes	1.10
JPMorgan (Taiwan) Taiwan Best Sele-Acc	Taiwan Large-Cap Equity	No	Yes	1.75
FTGF ClearBridge US Aggressive Growth Fund Premier Class USD Accumulating	US Flex-Cap Equity	No	Yes	0.79
Goldman Sachs US Equity Income - X Cap EUR (hedged i)	Other Equity	No	Yes	2.32
HSBC Resource Rich Countries Income Fund ACTWD	Global Emerging Markets Bond - Local Currency	No	—	1.48
HSBC Resource Rich Countries Income Fund AM1TWD	Global Emerging Markets Bond - Local Currency	No	—	1.48
Cathay Emerging Markets Fund TWD	Global Emerging Markets Equity	No	Yes	1.96
Jupiter Global Emerging Markets Focus Fund L USD Acc	Global Emerging Markets Equity	No	Yes	1.76
Jupiter Global Emerging Markets Focus Fund L EUR Acc	Global Emerging Markets Equity	No	Yes	1.76
FSITC Innovation Fund A	Taiwan Small/Mid-Cap Equity	No	Yes	1.77
Schroder International Selection Fund Hong Kong Equity A1 Accumulation USD	Hong Kong Equity	No	Yes	2.33
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