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
KGI Next Generation Multi-Asset Fund -ZAR NA TWD Aggressive Allocation No Yes 2.06
KGI Next Generation Multi-Asset Fund -ZAR NB TWD Aggressive Allocation No Yes 2.06
AB SICAV I-International Health Care Portfolio Class AD AUD H Shares Other Equity No Yes 1.96
AB SICAV I-International Health Care Portfolio Class ED AUD H Shares Other Equity No Yes 2.96
Taishin High Dividend Yield Balanced Fund NA TWD Moderate Allocation No Yes 1.35
Taishin High Dividend Yield Balanced Fund NB TWD Moderate Allocation No Yes 1.35
Taishin High Dividend Yield Balanced Fund B TWD Moderate Allocation No Yes 1.35
PGIM Maxime Fund R Taiwan Large-Cap Equity No Yes 1.75
SinoPac Fund R Taiwan Small/Mid-Cap Equity No Yes 1.76
Cathay Dragon Fund TWD R Taiwan Small/Mid-Cap Equity No Yes 1.36
PGIM New Century Fund R Taiwan Large-Cap Equity No No 1.77
Fidelity (Taiwan) Future Connectivity Multi Asset Income Fund A-MCDIST(G)-TWD Other Allocation No Yes 2.08
Fidelity (Taiwan) Future Connectivity Multi Asset Income Fund A-ACC-TWD Other Allocation No Yes 2.08
Fidelity (Taiwan) Future Connectivity Multi Asset Income Fund A-ACC-USD Other Allocation No Yes 2.08
Fidelity (Taiwan) Future Connectivity Multi Asset Income Fund A-MCDIST(G)-USD Other Allocation No Yes 2.08
Fidelity (Taiwan) Future Connectivity Multi Asset Income Fund A-ACC-RMB Other Allocation No Yes 2.08
Fidelity (Taiwan) Future Connectivity Multi Asset Income Fund A-MCDIST(G)-RMB Other Allocation No Yes 2.08
Mega Taiwan Financial and Conventional Industries Featured Dividend Fund N Taiwan Large-Cap Equity No 1.76
Mega Taiwan Financial and Conventional Industries Featured Dividend Fund A Taiwan Large-Cap Equity No 1.76
TCB Mobility Innovation Fund NA TWD Other Equity No Yes 2.29
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