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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
HSBC Resource Rich Countries Income Fund NM2TWD Global Emerging Markets Bond - Local Currency No 1.48
Fidelity Funds - Global Dividend Fund B-Acc-USD Global Equity Income No No 2.89
Jupiter Asia Pacific Income Fund (IRL) L USD Inc (F) Asia-Pacific ex-Japan Equity Income No No 1.82
Jupiter Asia Pacific Income Fund (IRL) C2 USD Inc (F) Asia-Pacific ex-Japan Equity Income No No 2.82
JPMorgan (Taiwan) China Concept - Digit Greater China Equity No Yes 2.04
JPMorgan Funds - Europe Dynamic Technologies F (acc) - USD (hedged) Other Equity No Yes 2.80
BlackRock Global Funds - Emerging Markets Ex-China Fund A2 USD Acc Global Emerging Markets Equity No Yes 1.88
BlackRock Global Funds - Emerging Markets Ex-China Fund A2 Hedged EUR Acc Other Equity No Yes 1.88
BlackRock Global Funds - Emerging Markets Ex-China Fund C2 Hedged EUR Acc Other Equity No Yes 3.13
BlackRock Global Funds - Emerging Markets Ex-China Fund D2 USD Acc Global Emerging Markets Equity No Yes 1.13
Yuanta Taiwan High-yield Leading Company Fund (R) Taiwan Large-Cap Equity No Yes 0.94
Nomura Taiwan High Dividend Fund S TWD Taiwan Small/Mid-Cap Equity No Yes 1.74
Amundi Funds - US Equity Fundamental Growth A2 USD C US Large-Cap Growth Equity No Yes 1.93
AB - International Health Care Portfolio S USD Acc Sector Equity Healthcare No Yes 0.06
Pictet-Premium Brands B USD Sector Equity Consumer Goods & Services No Yes 3.70
JPMorgan Asia Growth (acc) - Class Digital USD Asia ex-Japan Equity No Yes 0.88
Hua Nan Global Technology Multi-Asset Fund B TWD TWD Moderate Allocation No Yes 0.64
Hua Nan Global Technology Multi-Asset Fund A TWD TWD Moderate Allocation No Yes 0.64
Hua Nan Global Technology Multi-Asset Fund B USD TWD Moderate Allocation No Yes 0.64
Hua Nan Global Technology Multi-Asset Fund A USD TWD Moderate Allocation No Yes 0.64
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