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 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 | Yes | 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 | 1.72 | ||
| 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 | ||
