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
Yuanta Taiwan Top 50 ETF Feeder Fund B Taiwan Large-Cap Equity No Yes 0.04
KGI Taiwan Multi-Asset Income Fund A TWD TWD Moderate Allocation No 1.30
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 1.68
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 1.78
KGI Taiwan Multi-Asset Income Fund N TWD TWD Moderate Allocation No 1.30
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
Cathay High Dividend Taiwan Equity Fund A Taiwan Large-Cap Equity No Yes 0.96
Cathay High Dividend Taiwan Equity Fund B Taiwan Large-Cap Equity No Yes 0.96
Fubon Taiwan High Dividend Fund A TWD Taiwan Large-Cap Equity No Yes 1.63
Fubon Taiwan High Dividend Fund B TWD Taiwan Large-Cap Equity No Yes 1.63
Jih Sun Upstream Fund N Taiwan Small/Mid-Cap Equity No 1.75
Yuanta Taiwan High-yield Leading Co IAcc Taiwan Large-Cap Equity No Yes 0.94
Yuanta Taiwan High-yield Leading Co I Md Taiwan Large-Cap Equity No Yes 0.94
Fuh Hwa Taiwan Good Income Fund TWD Taiwan Large-Cap Equity No Yes 1.71
BlackRock Global Funds - Latin American Fund D2 EUR Latin America Equity No No 1.33
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