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
PIMCO GIS Diversified Income Fund Institutional USD Accumulation Global Flexible Bond - USD Hedged No 0.69
Invesco Funds - Invesco Asia Asset Allocation Fund A Accumulation USD Asia Allocation No No 1.70
Invesco Funds - Invesco Euro Corporate Bond Fund C Accumulation EUR EUR Corporate Bond No No 0.91
Schroder Balanced Investment Fund C Accumulation USD USD Moderate Allocation No Yes 0.81
BOCHK Balanced Growth USD Moderate Allocation No No 1.25
Schroder Balanced Investment Fund C Accumulation HKD USD Moderate Allocation No Yes 0.81
Hang Seng Investment Series Hang Seng Asian Bond Fund A Inc Asia Bond No No 1.17
Hang Seng Investment Series Hang Seng Asian Bond Fund A Acc Asia Bond No No 2.48
BOCHK Conservative Growth A - USD USD Cautious Allocation No No 1.25
UBS (Lux) Equity SICAV - Russia (USD) P-acc Other Equity No No 0.00
Hang Seng HSCEI Daily (1.5x) Leveraged Fund A Trading - Leveraged/Inverse Equity No No 1.76
Principal Life Style Fund Principal Asian Equity Fund Asia-Pacific ex-Japan Equity No No 1.46
Hang Seng Investment Series Hang Seng Financial Sector FlexiPower Fund A1 Sector Equity Financial Services No Yes 2.03
BOCHK Global Equity A USD Global Large-Cap Blend Equity No No 1.55
Hang Seng Investment Series Hang Seng UK Index A UK Large-Cap Equity No No 1.55
BEA Union Investment Asia Strategic Growth R(2) Asia ex-Japan Equity No No 1.70
JPMorgan SAR Global Bond - Class A (acc) - HKD Global Diversified Bond - USD Hedged No No 0.00
Hang Seng Consumer Sector Flexipower Fund A1 Sector Equity Consumer Goods & Services No No 1.92
AB - Emerging Markets Debt Portfolio I2 Acc Global Emerging Markets Bond No No 0.81
AB American Income Portfolio I2 USD USD Flexible Bond No 0.76
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