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
|
|---|---|---|---|---|---|---|
| HSBC Taiwan Safe & Rich Fund | TWD Moderate Allocation | No | Yes | 1.48 | ||
| Nomura Taiwan High Dividend Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.77 | ||
| 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 | 1.68 | ||
| ABITL Da Li Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
| JPMorgan (Taiwan) China Concept Fund | Greater China Equity | No | Yes | 2.03 | ||
| Nomura Taiwan Small Cap Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.62 | ||
| Deutsche Far Eastern DWS Taiwan Flagship Security Investment Trust Fund | Taiwan Large-Cap Equity | No | Yes | 1.78 | ||
| LionGlobal Korea Fund SGD | Korea Equity | No | No | 1.77 | ||
| PGIM Maxime Fund | Taiwan Large-Cap Equity | No | Yes | 1.75 | ||
| Fuh Hwa Small Capital Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
| BlackRock Baoli Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.77 | ||
| Fubon Precision Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.66 | ||
| UPAMC Long Ma Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.73 | ||
| Jih Sun Jih Sun | Taiwan Small/Mid-Cap Equity | No | Yes | 1.77 | ||
| JKO Taiwan Fund | Taiwan Large-Cap Equity | No | Yes | 1.82 | ||
| Yuanta Excellence Equity Fund | Taiwan Large-Cap Equity | No | Yes | 1.72 | ||
| Yuanta 2001 Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.41 | ||
| Mega First Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.74 | ||
| Shin Kong OTC Market Fund | Taiwan Small/Mid-Cap Equity | No | — | 1.79 | ||
