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
|
|---|---|---|---|---|---|---|
| Capital Small-And-Medium Cap Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.66 | ||
| SinoPac Fund A | Taiwan Small/Mid-Cap Equity | No | Yes | 1.76 | ||
| Fidelity Taiwan Growth Fund | Taiwan Large-Cap Equity | No | Yes | 1.76 | ||
| Capital Strategic Alpha Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.77 | ||
| SinoPac Balance Fund | TWD Aggressive Allocation | No | Yes | 1.35 | ||
| HSBC TAIWAN BLUE-CHIPS FUND | Taiwan Large-Cap Equity | No | Yes | 1.65 | ||
| LionGlobal Korea Fund USD | Korea Equity | No | Yes | 1.77 | ||
| PGIM New Century Fund | Taiwan Large-Cap Equity | No | Yes | 1.77 | ||
| Nomura Taiwan China Focus Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.72 | ||
| 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 | No | 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 | ||
| Eastspring Investments Balance Fund A | TWD Moderate Allocation | No | Yes | 1.33 | ||
