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
|
|---|---|---|---|---|---|---|
| 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 | No | 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 | ||
| UBAM - Global High Yield Solution ADm USD | Global High Yield Bond | No | Yes | 0.73 | ||
| UBAM - Global High Yield Solution RDm USD | Global High Yield Bond | No | Yes | 1.03 | ||
| Fubon Euro-Asia Silk Road Multi-Asset Fund USD A | TWD Moderate Allocation | No | Yes | 1.94 | ||
| Fubon Euro-Asia Silk Road Multi-Asset Fund TWD B | TWD Moderate Allocation | No | Yes | 1.94 | ||
| 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 | ||
| Value Partners Classic Fund Z Units USD Acc | Greater China Equity | No | Yes | 0.00 | ||
