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
|
|---|---|---|---|---|---|---|
| Manulife Taiwan Dynamic Fund A | Taiwan Small/Mid-Cap Equity | No | Yes | 1.55 | ||
| UPAMC Quality Growth-A | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
| Fubon Fubon A | Taiwan Small/Mid-Cap Equity | No | Yes | 1.20 | ||
| Nomura Taiwan Growth Selection Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.71 | ||
| Yuanta Duo Duo Equity Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.92 | ||
| JPMorgan (Taiwan) Asia - Generic | Asia ex-Japan Equity | No | Yes | 2.04 | ||
| Fubon Taiwan Heart Fund | Taiwan Small/Mid-Cap Equity | No | No | 1.77 | ||
| JPMorgan (Taiwan) Growth Fund | Taiwan Large-Cap Equity | No | Yes | 1.42 | ||
| Nomura Taiwan Superior Equity Fund TWD | Taiwan Small/Mid-Cap Equity | No | Yes | 1.50 | ||
| Jih Sun Neo Taiwan Enterprises Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.78 | ||
| Yuanta Intenational Trading Equity Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.76 | ||
| Fubon Aggresive Growth Fund | Taiwan Small/Mid-Cap Equity | No | No | 1.76 | ||
| JPMorgan (Taiwan) Balanced Fund | TWD Moderate Allocation | No | Yes | 1.07 | ||
| Capital Marathon Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.74 | ||
| Jih Sun Upstream Fund A | Taiwan Small/Mid-Cap Equity | No | — | 1.75 | ||
| Hua Nan Yung Chong Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.38 | ||
| Manulife Taiwan Dividend Income Fund A | Taiwan Large-Cap Equity | No | Yes | 1.77 | ||
| Capital Large Cap Growth Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.76 | ||
| SinoPac Small and Medium Fund A | Taiwan Small/Mid-Cap Equity | No | Yes | 1.78 | ||
| Cathay Greater China Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
