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
|
|---|---|---|---|---|---|---|
| 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 | 1.36 | ||
| Nomura Taiwan Growth Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
| Fubon Supreme Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.77 | ||
| PGIM Small & Medium Cap Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.77 | ||
| UPAMC All Weather-A | Taiwan Small/Mid-Cap Equity | No | No | 1.28 | ||
| JKO Small Capital Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.81 | ||
| Yuanta DUO FU EQUITY FUND | Taiwan Small/Mid-Cap Equity | No | Yes | 1.66 | ||
| Fuh Hwa Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
| FSITC Small Cap | Taiwan Small/Mid-Cap Equity | No | — | 1.78 | ||
| TCB Dah-Fa Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.66 | ||
| PGIM OTC Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.77 | ||
| UPAMC Tung Hsin Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.36 | ||
| Fuh Hwa Global Balanced Fund | TWD Moderate Allocation | No | Yes | 1.75 | ||
| Invesco Mainstream Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
| 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 | ||
| Jih Sun Top Five Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.76 | ||
