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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
BNP Paribas Funds Europe Small Cap Classic Capitalisation Europe Mid-Cap Equity No Yes 2.23
Manulife Superior Selection China Fund Greater China Equity No Yes 2.12
Jih Sun Optimization Fund Taiwan Small/Mid-Cap Equity No Yes 1.79
Schroder International Selection Fund Hong Kong Equity C Accumulation EUR Hedged Other Equity No Yes 1.31
Allianz Global Investors Taiwan Intelligence Trends Fund Taiwan Small/Mid-Cap Equity No Yes 1.75
Schroder International Selection Fund Asian Local Currency Bond C Distribution USD MV Asia Bond - Local Currency No No 0.80
Schroder International Selection Fund Asian Local Currency Bond C Accumulation USD Asia Bond - Local Currency No No 0.80
Schroder International Selection Fund Asian Local Currency Bond I Accumulation USD Asia Bond - Local Currency No No 0.06
Schroder International Selection Fund Asian Local Currency Bond A1 Accumulation USD Asia Bond - Local Currency No No 1.70
Schroder International Selection Fund Asian Local Currency Bond A Accumulation USD Asia Bond - Local Currency No No 1.20
HSBC Global Investment Funds - Euroland Equity Smaller Companies IC Eurozone Mid-Cap Equity No Yes 0.99
Mega Fine Taiwan Fund Taiwan Small/Mid-Cap Equity No Yes 1.77
JPMorgan (Taiwan) Asia Domestic Opps Asia ex-Japan Equity No Yes 2.13
JPMorgan (Taiwan) Greater China Income & Growth Fund Greater China Equity No Yes 2.11
Fuh Hwa Greater China Fund Greater China Equity No Yes 2.07
FTGF Royce US Smaller Companies Fund Premier Class US$ Accumulating US Small-Cap Equity No Yes 0.94
Goldman Sachs Greater China Equity - I Cap USD Greater China Equity No Yes 0.86
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 1.52
UBS (Lux) Equity Fund - Greater China (USD) I-A1-acc Greater China Equity No Yes 1.09
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