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
TCB Mobility Innovation Fund NA TWD Other Equity No Yes 2.29
TCB Mobility Innovation Fund NA USD Other Equity No Yes 2.29
BNP Paribas Funds Multi-Asset Opportunities B USD MD-Distribution USD Flexible Allocation No Yes 2.70
BNP Paribas Funds Multi-Asset Opportunities B RH AUD MD-Distribution Other Allocation No Yes 2.70
JPMorgan Asia Growth (acc) - Class C USD Asia ex-Japan Equity No Yes 0.00
HSBC Taiwan Phoenix Fund ACRTWD Taiwan Large-Cap Equity No Yes 1.33
Capital Marathon N Taiwan Small/Mid-Cap Equity No Yes 1.74
Capital OTC N Taiwan Small/Mid-Cap Equity No 1.75
FF - Global Dividend Plus Fund A-MCDIST(G)-USD Global Equity Income No Yes 1.95
Fidelity Funds - Global Dividend Fund Y-HMD(G)-AUD (AUD/USD hedged) Other Equity No No 1.04
Fidelity Funds - Global Dividend Fund Y-MInc(G)-USD Global Equity Income No No 1.04
AXA World Funds - Optimal Income A Distribution Monthly fl USD pf (Hedged) USD Flexible Allocation No No 1.48
AXA World Funds - Optimal Income BL Distribution Monthly fl USD pf (Hedged) USD Flexible Allocation No No 2.51
Cathay Asian Growth Fund AUD Asia-Pacific Equity No Yes 2.23
Cathay Asian Growth Fund CNH Asia-Pacific Equity No Yes 2.23
Shin Kong Taiwan High Dividend Fund(A)TWD Taiwan Large-Cap Equity No Yes 1.76
Shin Kong Taiwan High Dividend Fund(B)TWD Taiwan Large-Cap Equity No Yes 1.76
FSITC Taiwan Core Strategic Infrastructure Fund-B-TWD Taiwan Large-Cap Equity No Yes 1.78
FSITC Taiwan Core Strategic Infrastructure Fund-A-TWD Taiwan Large-Cap Equity No Yes 1.78
FSITC Taiwan Core Strategic Infrastructure Fund-B-TWD-N Taiwan Large-Cap Equity No Yes 1.78
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