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
Fuh Hwa Taiwan Good Income Fund TWD Taiwan Large-Cap Equity No Yes 1.72
KGI Next Generation Multi-Asset Fund -TWD A TWD Aggressive Allocation No Yes 2.07
KGI Next Generation Multi-Asset Fund -TWD B TWD Aggressive Allocation No Yes 2.07
KGI Next Generation Multi-Asset Fund -TWD NA TWD Aggressive Allocation No Yes 2.07
KGI Next Generation Multi-Asset Fund -TWD NB TWD Aggressive Allocation No Yes 2.07
KGI Next Generation Multi-Asset Fund -USD A TWD Aggressive Allocation No Yes 2.07
KGI Next Generation Multi-Asset Fund -USD B TWD Aggressive Allocation No Yes 2.07
KGI Next Generation Multi-Asset Fund -USD NA TWD Aggressive Allocation No Yes 2.07
KGI Next Generation Multi-Asset Fund -USD NB TWD Aggressive Allocation No Yes 2.07
KGI Next Generation Multi-Asset Fund -CNH A TWD Aggressive Allocation No Yes 2.07
KGI Next Generation Multi-Asset Fund -CNH B TWD Aggressive Allocation No Yes 2.07
KGI Next Generation Multi-Asset Fund -CNH NA TWD Aggressive Allocation No Yes 2.07
KGI Next Generation Multi-Asset Fund -CNH NB TWD Aggressive Allocation No Yes 2.07
KGI Next Generation Multi-Asset Fund -ZAR A TWD Aggressive Allocation No Yes 2.07
KGI Next Generation Multi-Asset Fund -ZAR B TWD Aggressive Allocation No Yes 2.07
KGI Next Generation Multi-Asset Fund -ZAR NA TWD Aggressive Allocation No Yes 2.07
KGI Next Generation Multi-Asset Fund -ZAR NB TWD Aggressive Allocation No Yes 2.07
FF - Global Dividend Plus Fund A-Inc-USD Global Equity Income No Yes 1.95
FF - Global Dividend Plus Fund Y-DIST-USD Global Equity Income No Yes 1.09
PGIM Maxime Fund R Taiwan Large-Cap Equity No Yes 1.75
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