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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
Sustainability Rating
Low Carbon Designation
Representative Cost
Morningstar Rating for Funds
Deutsche Far Eastern DWS Taiwan Flagship Security Investment Trust Fund Taiwan Large-Cap Equity No Yes 1.77
LionGlobal Korea Fund SGD Korea Equity No Yes 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 No 1.73
Jih Sun Jih Sun Taiwan Small/Mid-Cap Equity No Yes 1.76
JKO Taiwan Fund Taiwan Large-Cap Equity No Yes 1.81
Yuanta Excellence Equity Fund Taiwan Large-Cap Equity No Yes 1.72
Schroder International Selection Fund Emerging Europe A1 Accumulation USD Other Equity No Yes 2.44
Yuanta 2001 Fund Taiwan Small/Mid-Cap Equity No Yes 1.41
Mega First Fund Taiwan Small/Mid-Cap Equity No Yes 1.76
Shin Kong OTC Market Fund Taiwan Small/Mid-Cap Equity No 1.79
Jih Sun Small Cap Fund Taiwan Small/Mid-Cap Equity No Yes 1.78
PGIM High Growth Fund Taiwan Large-Cap Equity No Yes 1.35
Cathay Dragon TWD Taiwan Small/Mid-Cap Equity No Yes 1.35
Nomura Taiwan Growth Fund Taiwan Small/Mid-Cap Equity No Yes 1.75
Fubon Supreme Fund Taiwan Small/Mid-Cap Equity No Yes 1.76
PGIM Small & Medium Cap Fund Taiwan Small/Mid-Cap Equity No Yes 1.76
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