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
|
|---|---|---|---|---|---|---|
| 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 | 2.01 | ||
| 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 | ||
| AB - International Health Care Portfolio Class AD Shares USD Inc | Sector Equity Healthcare | No | Yes | 1.93 | ||
| AB - International Health Care Portfolio Class ED Shares USD | Sector Equity Healthcare | No | Yes | 2.93 | ||
| 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 | ||
| Fubon Fubon I | Taiwan Small/Mid-Cap Equity | No | Yes | 1.26 | ||
| Cathay Dragon USD I | Taiwan Small/Mid-Cap Equity | No | Yes | 1.35 | ||
| 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 | 1.38 | ||
| TCB Mobility and Innovation Fd TWD | Other Equity | No | Yes | 2.29 | ||
| TCB Mobility and Innovation Fd USD | Other Equity | No | Yes | 2.29 | ||
