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
|
|---|---|---|---|---|---|---|
| Fubon Euro-Asia Silk Road Multi-Asset Fund TWD A | TWD Moderate Allocation | No | Yes | 1.94 | ||
| Fubon Euro-Asia Silk Road Multi-Asset Fund CNH A | TWD Moderate Allocation | No | Yes | 1.94 | ||
| Fubon Euro-Asia Silk Road Multi-Asset Fund CNH B | TWD Moderate Allocation | No | Yes | 1.94 | ||
| Fubon Euro-Asia Silk Road Multi-Asset Fund USD B | TWD Moderate Allocation | No | Yes | 1.94 | ||
| Value Partners Classic Fund C Units Mdis USD | Greater China Equity | No | Yes | 1.52 | ||
| GAM Star Fund plc - GAM Star Japan Leaders Class Institutional EUR Accumulation | Japan Large-Cap Growth Equity | No | Yes | 1.12 | ||
| Value Partners Classic Fund Z Units USD Acc | Greater China Equity | No | Yes | 0.00 | ||
| Cathay China Emerging Industries Fund CNH | China Equity | No | Yes | 2.07 | ||
| Fidelity Funds - European Dynamic Growth Fund Y-Acc-USD (hedged) | Other Equity | No | Yes | 1.04 | ||
| Pictet-Premium Brands HI USD | Other Equity | No | Yes | 1.15 | ||
| Invesco Funds - Invesco Asia Opportunities Equity Fund A Semi Distribution USD | Asia ex-Japan Equity | No | Yes | 2.03 | ||
| Cathay Cathay Fund TWD I | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
| Nomura Taiwan Small Cap Fund S | Taiwan Small/Mid-Cap Equity | No | Yes | 1.65 | ||
| Nomura Taiwan Superior Equity Fund TWD S | Taiwan Small/Mid-Cap Equity | No | Yes | 1.53 | ||
| HSBC Taiwan Phoenix Fund I | Taiwan Large-Cap Equity | No | Yes | 1.33 | ||
| Capital Marathon Fund I | Taiwan Small/Mid-Cap Equity | No | Yes | 1.74 | ||
| UPAMC Quality Growth-I | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
| UPAMC All Weather-I | Taiwan Small/Mid-Cap Equity | No | Yes | 1.24 | ||
| JPMorgan (Taiwan) Taiwan Best Sele-Institutional | Taiwan Large-Cap Equity | No | Yes | 1.74 | ||
| AB - Global Core Equity Portfolio SD USD Inc | Global Large-Cap Blend Equity | No | Yes | 0.08 | ||
