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
|
|---|---|---|---|---|---|---|
| UPAMC All Weather-A | Taiwan Small/Mid-Cap Equity | No | Yes | 1.24 | ||
| 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 | 1.74 | ||
| FSITC Small Cap | Taiwan Small/Mid-Cap Equity | No | No | 1.77 | ||
| TCB Dah-Fa Fund A | 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 | ||
| Invesco Mainstream Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.77 | ||
| 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 | ||
| 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 | 1.63 | ||
| Union China Fund A TWD | Taiwan Small/Mid-Cap Equity | No | Yes | 1.79 | ||
| Capital OTC Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
| PineBridge Taiwan Giant Fund A | Taiwan Small/Mid-Cap Equity | No | Yes | 1.76 | ||
