ESG ETFs
The following ETFs are in accordance with the criteria for review of ESG funds published by the Financial Supervisory Commission in July 2021 and listed in the ESG funds on FUNDCLEAR.
10 ETFs listed on the TWSE
Code | Name | Underlying Index | Listing Date | Type | Index Rules Regarding ESG Factors |
---|---|---|---|---|---|
00692 | Fubon TWSE Corporate Governance 100 ETF | TWSE Corporate Governance 100 Index(TWSE CG 100 Index) | 2017.05.17 | Domestic Equity ETFs | The top 20% of listed companies within the Corporate Governance Evaluation results for the most recent year. |
00850 | Yuanta FTSE4Good TIP Taiwan ESG ETF | FTSE4Good TIP Taiwan ESG Index | 2019.08.23 | Domestic Equity ETFs | 1. The initial eligible universe comprises the constituents of the FTSE4Good Emerging Index that are listed on the Taiwan Stock Exchange, excluding companies that do not file a sustainability report to the Taiwan Stock Exchange. 2. ESG Rating of 2.9 or higher would be included; and ESG Rating of lower than 2.4 would be removed. |
00878 | Cathay MSCI Taiwan ESG Sustainability High Dividend Yield ETF | MSCI Taiwan Select ESG Sustainability High Yield Top 30 Index | 2020.07.20 | Domestic Equity ETFs | The MSCI Taiwan Select ESG Sustainability High Yield Top 30 Index selects 30 stocks on the basis of Dividend Score calculated using historic Dividend Yield from the stocks in the MSCI Taiwan Index that have ESG Controversy Score greater than or equal to three and ESG Ratings equal to or better than ‘BB’. |
00891 | CTBC Taiwan ESG Leading Semiconductor ETF | NYSE Factset Taiwan ESG Leading Semiconductor Index | 2021.05.28 | Domestic Equity ETFs | The ICE FactSet Taiwan ESG Leading Semiconductor Index tracks the performance of high-quality and/or dividend-paying Taiwan listed companies that are involved in the semiconductor industry. The Index excludes companies with significant Environmental, Social and Governance ("ESG") risks with a Sustainalytics ESG Risk Score greater than 40. |
00920 | Fubon Global ESG Green Energy ETF | NYSE® FactSet® Global Green Energy ESG Index | 2022.10.20 | Foreign Equity ETFs(Feeder ETFs included) | The ICE FactSet Global Green Energy ESG Index tracks the performance of companies listed on selected global exchanges that are involved in green energy activities, and excludes companies with a Sustainalytics ESG Risk Score greater than 40. |
00923 | Capital TIP Customized Taiwan ESG Low Carbon 50 ETF | TIP Customized Taiwan ESG Low Carbon 50 Index | 2023.03.08 | Domestic Equity ETFs | 1. Select companies ranked BBB or above within the Taiwan Sustainability Ratings Score, and remove the Blacklist based on ESG Negative Materiality Assessment. 2. Remove companies that business activities engage in gambling, tobacco, erotic, controversial weapons. 3. Remove top 20% companies of Carbon Intensity Indicator. |
00930 | SinoPac Taiwan ESG Low Carbon High Dividend 40 ETF | TIP Customized Taiwan ESG Low Carbon High Dividend 40 Index | 2023.07.13 | Domestic Equity ETFs | 1. Remove companies listed on the Blacklist based on ESG Negative Materiality Assessment. 2. Remove companies listed on the Controversial Industries. 3. Select the companies with the top 50% of relative carbon emission indicator or lower than 50% of absolute carbon emission indicator. 4. Select companies ranked BBB or above within the Taiwan Sustainability Ratings Score, and companies are classified as energy-intensive and highly polluting industries will be excluded. |
00932 | Mega Taiwan ESG High Dividend Equal Weight ETF | TIP Customized Taiwan ESG High Dividend Equal Weight Index | 2023.09.01 | Domestic Equity ETFs | "1.Include companies with scores of the ""Taiwan Sustainability Ratings"" rank the top 50%, or existing constituents with scores ranking the top 60%. 2.Remove companies listed on the Blacklist based on ESG Negative Materiality Assessment. 3.Remove companies listed on the Controversial Industries." |
00936 | Taishin TIP Customized Taiwan ESG High Dividend Small/Mid-Cap ETF | TIP Customized Taiwan ESG High Dividend Small/Mid-Cap Index | 2023.11.08 | Domestic Equity ETFs | 1.Include companies with rating scores of the "Taiwan Sustainability Ratings" rank BBB or above. 2.Remove companies listed on the Blacklist based on ESG Negative Materiality Assessment. 3.Remove companies listed on the Controversial Industries. |
00961 | Franklin Templeton SinoAm Taiwan ESG High Dividend ETF | ICE Taiwan ESG High Dividend Recovery Target Index | 2024.10.15 | Domestic Equity ETFs | 1. Based on stocks listed on TWSE and TPEX. 2. Sortt by market value, liquidity, profitablilty, and the ESG assessment mechanism introduced by Sustainalytics. 3. Then the stocks are selected based on dividend rates. Weights are computed by the growth rate of ROE. |