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.
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Fund Name
|
Morningstar Category
|
Sustainable Investment
|
Sustainability Rating
|
Low Carbon Designation
|
Representative Cost
|
Morningstar Rating for Funds
|
|---|---|---|---|---|---|---|
| LionGlobal China Growth Fund USD | Greater China Equity | No | Yes | 1.63 | ||
| HSBC Taiwan Phoenix Fund A | Taiwan Large-Cap Equity | No | Yes | 1.33 | ||
| Taishin Mainstream Fund | Taiwan Small/Mid-Cap Equity | No | No | 1.77 | ||
| KGI Pioneer Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.77 | ||
| UPAMC Small And Medium Cap Fund | Taiwan Small/Mid-Cap Equity | No | No | 1.74 | ||
| Shin Kong Fu-Kuei Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.38 | ||
| UPAMC Optima Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.64 | ||
| Fuh Hwa High Growth Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
| Cathay Cathay TWD | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
| JPMorgan (Taiwan) Smaller Company Fund | Taiwan Small/Mid-Cap Equity | No | No | 1.76 | ||
| Mega Citizen Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.72 | ||
| ShinKong Great China Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.78 | ||
| Capital Strategic Growth Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.76 | ||
| KGI Pan-Asia Taiwan Enterprises Fund | Asia ex-Japan Equity | No | Yes | 2.14 | ||
| Cathay Small & Med Cap TWD | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
| LionGlobal China Growth Fund SGD | Greater China Equity | No | Yes | 1.63 | ||
| CTBC Taiwan Small-cap Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.78 | ||
| Fidelity Funds - Global Dividend Fund A-MCDIST(G)-USD | Global Equity Income | No | No | 1.89 | ||
| Jupiter Asia Pacific Income Fund C2 USD Acc | Asia-Pacific ex-Japan Equity Income | No | No | 2.82 | ||
| Jupiter Global Emerging Markets Focus Fund C2 USD Acc | Global Emerging Markets Equity | No | Yes | 2.79 | ||
