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
|
|---|---|---|---|---|---|---|
| Fuh Hwa OMNI Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.74 | ||
| Franklin Templeton SinoAm First Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.76 | ||
| UPAMC Infrastructure Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.76 | ||
| Fubon Top Five Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.76 | ||
| Invesco Capital Appreciation Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.76 | ||
| Taishin China Equity Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.78 | ||
| Yuanta/P-shares TAIEX Index Fund A (TWD) | Taiwan Large-Cap Equity | No | Yes | 0.74 | ||
| JPMorgan Asia Growth (acc) - USD | Asia ex-Japan Equity | No | Yes | 1.64 | ||
| Union China Fund A TWD | Taiwan Small/Mid-Cap Equity | No | Yes | 1.79 | ||
| Capital OTC Fund | Taiwan Small/Mid-Cap Equity | No | — | 1.75 | ||
| PineBridge Taiwan Giant Fund A | Taiwan Small/Mid-Cap Equity | No | Yes | 1.76 | ||
| Capital Small-And-Medium Cap Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.66 | ||
| SinoPac Fund A | Taiwan Small/Mid-Cap Equity | No | Yes | 1.76 | ||
| Fidelity Taiwan Growth Fund | Taiwan Large-Cap Equity | No | Yes | 1.76 | ||
| Capital Strategic Alpha Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.77 | ||
| SinoPac Balance Fund | TWD Aggressive Allocation | No | Yes | 1.35 | ||
| HSBC TAIWAN BLUE-CHIPS FUND | Taiwan Large-Cap Equity | No | Yes | 1.65 | ||
| LionGlobal Korea Fund USD | Korea Equity | No | Yes | 1.77 | ||
| PGIM New Century Fund | Taiwan Large-Cap Equity | No | Yes | 1.77 | ||
| Nomura Taiwan China Focus Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.72 | ||
