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
|
|---|---|---|---|---|---|---|
| Shin Kong Fu-Kuei Fund | Taiwan Small/Mid-Cap Equity | No | — | 1.37 | ||
| 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 | 1.77 | ||
| Eastspring Investments Balance Fund A | TWD Moderate Allocation | No | Yes | 1.33 | ||
| Mega Citizen Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.73 | ||
| Fuh Hwa Asia Pacific Equity Fund | Asia-Pacific Equity | No | Yes | 2.30 | ||
| ShinKong Great China Fund | Taiwan Small/Mid-Cap Equity | No | — | 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 | No | 1.63 | ||
| CTBC Taiwan Small-cap Fund | Taiwan Small/Mid-Cap Equity | No | No | 1.78 | ||
| MFS Meridian Funds - Prudent Capital Fund AH1 EUR | EUR Moderate Allocation - Global | No | Yes | 1.94 | ||
| MFS Meridian Funds - Prudent Capital Fund A1 EUR | USD Moderate Allocation | No | Yes | 1.92 | ||
| MFS Meridian Funds - Prudent Capital Fund I1 EUR | USD Moderate Allocation | No | Yes | 0.83 | ||
| MFS Meridian Funds - Prudent Capital Fund A1 USD | USD Moderate Allocation | No | Yes | 1.92 | ||
| MFS Meridian Funds - Prudent Capital Fund I1 USD | USD Moderate Allocation | No | Yes | 0.83 | ||
| Fidelity Funds - Global Dividend Fund A-MCDIST(G)-USD | Global Equity Income | No | Yes | 1.89 | ||
