Morningstar

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 USD Other Equity No Yes 2.29
HSBC Taiwan Phoenix Fund ACRTWD Taiwan Large-Cap Equity No Yes 1.32
Capital Marathon N Taiwan Small/Mid-Cap Equity No Yes 1.74
Fidelity Funds - Global Dividend Fund Y-HMD(G)-AUD (AUD/USD hedged) Other Equity No Yes 1.04
Fidelity Funds - Global Dividend Fund Y-MInc(G)-USD Global Equity Income No Yes 1.04
AB SICAV I-International Health Care Portfolio Class A EUR Acc Sector Equity Healthcare No Yes 1.96
AXA World Funds - Optimal Income A Distribution Monthly fl USD pf (Hedged) USD Flexible Allocation No No 1.51
AXA World Funds - Optimal Income BL Distribution Monthly fl USD pf (Hedged) USD Flexible Allocation No No 2.54
M&G (Lux) North American Dividend Fund X USD Acc US Equity Income No No 2.83
M&G (Lux) North American Dividend Fund X H ZAR Acc Other Equity No No 2.85
M&G (Lux) North American Dividend Fund A H ZAR Acc Other Equity No No 1.84
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 1.74
Shin Kong Taiwan High Dividend Fund(B)TWD Taiwan Large-Cap Equity No Yes 1.74
TCB Global Core Infrastructure Income Fund B TWD Sector Equity Infrastructure No No 2.32
TCB Global Core Infrastructure Income Fund A TWD Sector Equity Infrastructure No No 2.32
TCB Global Core Infrastructure Income Fund A CNY Sector Equity Infrastructure No No 2.32
TCB Global Core Infrastructure Income Fund NB TWD Sector Equity Infrastructure No No 2.32
TCB Global Core Infrastructure Income Fund A USD Sector Equity Infrastructure No No 2.32
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