Sustainable Investment Funds

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
Jupiter Asia Pacific Income Fund C2 USD Acc Asia-Pacific ex-Japan Equity Income No No 0.00
Jupiter Global Emerging Markets Focus Fund C2 USD Acc Global Emerging Markets Equity No Yes 2.75
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 1.88
Fubon Euro-Asia Silk Road Multi-Asset Fund TWD B TWD Moderate Allocation No Yes 1.88
Fubon Euro-Asia Silk Road Multi-Asset Fund TWD A TWD Moderate Allocation No Yes 1.88
Fubon Euro-Asia Silk Road Multi-Asset Fund CNH A TWD Moderate Allocation No Yes 1.88
Fubon Euro-Asia Silk Road Multi-Asset Fund CNH B TWD Moderate Allocation No Yes 1.88
Fubon Euro-Asia Silk Road Multi-Asset Fund USD B TWD Moderate Allocation No Yes 1.88
Value Partners Classic Fund C Units Mdis USD Greater China Equity No Yes 1.51
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
Cathay Cathay Fund TWD I Taiwan Small/Mid-Cap Equity No Yes 1.75
M&G (Lux) North American Dividend Fund USD A Inc US Equity Income No No 1.83
M&G (Lux) North American Dividend Fund USD A Acc US Equity Income No No 1.82
M&G (Lux) North American Dividend Fund EUR A Acc US Equity Income No No 1.83
Nomura Taiwan Small Cap Fund S Taiwan Small/Mid-Cap Equity No Yes 1.62
Nomura Taiwan Superior Equity Fund TWD S Taiwan Small/Mid-Cap Equity No Yes 1.50
© Copyright 2024 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy         Disclosures