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
|
|---|---|---|---|---|---|---|
| Fubon Taiwan Heart Fund | Taiwan Small/Mid-Cap Equity | No | No | 1.77 | ||
| JPMorgan (Taiwan) Growth Fund | Taiwan Large-Cap Equity | No | Yes | 1.41 | ||
| Nomura Taiwan Superior Equity Fund TWD | Taiwan Small/Mid-Cap Equity | No | Yes | 1.53 | ||
| Jih Sun Neo Taiwan Enterprises Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.76 | ||
| 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 | ||
| Capital Marathon Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.74 | ||
| Jih Sun Upstream Fund A | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
| Hua Nan Yung Chong Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.37 | ||
| 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 | 1.77 | ||
| Cathay Greater China Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
| HSBC Taiwan Safe & Rich Fund | TWD Moderate Allocation | No | Yes | 1.43 | ||
| Nomura Taiwan High Dividend Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.74 | ||
| Nomura Taiwan Aggressive Growth Selection Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.66 | ||
| Allianz Global Investors Taiwan Fund A | Taiwan Small/Mid-Cap Equity | No | Yes | 1.66 | ||
| ABITL Da Li Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.77 | ||
| JPMorgan (Taiwan) China Concept Fund | Greater China Equity | No | Yes | 2.04 | ||
| Nomura Taiwan Small Cap Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.65 | ||
