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) Taiwan Best Sele-Acc	Taiwan Large-Cap Equity	No	Yes	1.74
FTGF ClearBridge US Aggressive Growth Fund Premier Class USD Accumulating	US Flex-Cap Equity	No	Yes	0.81
AB - US Small and Mid-Cap Portfolio S Acc	US Small-Cap Equity	No	No	0.15
AB - US Small and Mid-Cap Portfolio S1 Acc	US Small-Cap Equity	No	No	0.90
AB - US Small and Mid-Cap Portfolio A Acc	US Small-Cap Equity	No	No	1.94
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	1.97
Jupiter Global Emerging Markets Focus Fund L USD Acc	Global Emerging Markets Equity	No	Yes	1.80
Jupiter Global Emerging Markets Focus Fund L EUR Acc	Global Emerging Markets Equity	No	Yes	1.80
FSITC Innovation Fund A	Taiwan Small/Mid-Cap Equity	No	Yes	1.77
Pictet-Premium Brands HR USD	Other Equity	No	Yes	2.75
Schroder International Selection Fund Hong Kong Equity A1 Accumulation USD	Hong Kong Equity	No	Yes	2.33
Ninety One Global Strategy Fund - Global Quality Dividend Growth Fund I Inc USD	Global Equity Income	No	Yes	1.00
Jih Sun MIT Mainstream Fund	Taiwan Large-Cap Equity	No	Yes	1.77
Ninety One Global Strategy Fund - Global Quality Dividend Growth Fund A Inc USD	Global Equity Income	No	Yes	1.90
UBAM - Global High Yield Solution AC USD	Global High Yield Bond	No	Yes	0.73
Fuh Hwa Greater China Mid and Small Cap Fund	Greater China Equity	No	Yes	2.27
Jupiter Global Emerging Markets Focus Fund C USD Acc	Global Emerging Markets Equity	No	Yes	3.31
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