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
|
|---|---|---|---|---|---|---|
| HSBC Taiwan Phoenix Fund I | Taiwan Large-Cap Equity | No | Yes | 1.32 | ||
| AB - International Health Care Portfolio Class AD Shares USD Inc | Sector Equity Healthcare | No | Yes | 1.96 | ||
| AB - International Health Care Portfolio Class ED Shares USD | Sector Equity Healthcare | No | Yes | 2.96 | ||
| 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 | No | 1.28 | ||
| JPMorgan (Taiwan) Taiwan Best Sele-Institutional | Taiwan Large-Cap Equity | No | Yes | 1.75 | ||
| AB - Concentrated US Equity Portfolio SD USD Inc | US Large-Cap Growth Equity | No | Yes | 0.07 | ||
| Fubon Fubon I | Taiwan Small/Mid-Cap Equity | No | Yes | 1.20 | ||
| Cathay Dragon USD I | Taiwan Small/Mid-Cap Equity | No | Yes | 1.36 | ||
| Cathay Small & Med Cap USD I | Taiwan Small/Mid-Cap Equity | No | Yes | 1.75 | ||
| Schroder Taiwan Small & Mid Cap Eq C | Taiwan Small/Mid-Cap Equity | No | Yes | 1.40 | ||
| TCB Mobility and Innovation Fd TWD | Other Equity | No | Yes | 2.29 | ||
| TCB Mobility and Innovation Fd USD | Other Equity | No | Yes | 2.29 | ||
| Manulife Taiwan Dynamic Fund I | Taiwan Small/Mid-Cap Equity | No | Yes | 1.55 | ||
| Yuanta GreTai 50 ETF Feeder Fund A | Taiwan Large-Cap Equity | No | Yes | 0.13 | ||
| Yuanta Taiwan Dividend+ ETF Feeder Fund B | Taiwan Large-Cap Equity | No | Yes | 0.04 | ||
| Yuanta Taiwan Dividend+ ETF Feeder Fund A | Taiwan Large-Cap Equity | No | Yes | 0.04 | ||
| Yuanta GreTai 50 ETF Feeder Fund B | Taiwan Large-Cap Equity | No | Yes | 0.13 | ||
| Yuanta Taiwan Top 50 ETF Feeder Fund A | Taiwan Large-Cap Equity | No | Yes | 0.04 | ||
