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Morningstar

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
Manulife Taiwan Dynamic Fund I Taiwan Small/Mid-Cap Equity No Yes 1.51
Yuanta GreTai 50 ETF Feeder Fund A Taiwan Large-Cap Equity No Yes 0.14
Yuanta Taiwan Dividend+ ETF Feeder Fund B Taiwan Large-Cap Equity No Yes 0.05
Yuanta Taiwan Dividend+ ETF Feeder Fund A Taiwan Large-Cap Equity No Yes 0.05
Yuanta GreTai 50 ETF Feeder Fund B Taiwan Large-Cap Equity No Yes 0.14
Yuanta Taiwan Top 50 ETF Feeder Fund A Taiwan Large-Cap Equity No Yes 0.03
Yuanta Taiwan Top 50 ETF Feeder Fund B Taiwan Large-Cap Equity No Yes 0.03
Amundi Funds - US Equity Fundamental Growth I2 USD C US Large-Cap Growth Equity No Yes 0.86
TCB TAROBO Robotcs Quantitative Chinese Greater China Equity No Yes 2.13
KGI Taiwan Multi-Asset Income Fund A TWD TWD Moderate Allocation No Yes 1.24
Ninety One Global Strategy Fund - Global Quality Dividend Growth Fund C Inc-2 AUD Hedged (IRD) Other Equity No Yes 3.00
Ninety One Global Strategy Fund - Global Quality Dividend Growth Fund C Inc-2 ZAR Hedged (IRD) Other Equity No Yes 3.00
Allianz Global Investors Taiwan Fund G Taiwan Small/Mid-Cap Equity No Yes 1.66
SinoPac Fund I Taiwan Small/Mid-Cap Equity No Yes 1.76
SinoPac Small and Medium Fund I Taiwan Small/Mid-Cap Equity No Yes 1.77
KGI Taiwan Multi-Asset Income Fund N TWD TWD Moderate Allocation No Yes 1.24
Yuanta Taiwan High-yield Leading Company Fund A Taiwan Large-Cap Equity No Yes 0.94
Yuanta Taiwan High-yield Leading Company Fund B Taiwan Large-Cap Equity No Yes 0.94
Morgan Stanley Investment Funds - Global Brands Fund I GBP Global Large-Cap Blend Equity No Yes 0.94
AB - US Small and Mid-Cap Portfolio A AUD H Acc Other Equity No No 1.94
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