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
Hang Seng Investment Series Hang Seng Asian Bond Fund A Inc Asia Bond No 1.17
Hang Seng Investment Series Hang Seng Asian Bond Fund A Acc Asia Bond No 2.48
BOCHK Conservative Growth A - USD USD Cautious Allocation No No 1.25
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 1.46
Hang Seng Investment Series Hang Seng Financial Sector FlexiPower Fund A1 Sector Equity Financial Services No 2.03
BOCHK Global Equity A USD Global Large-Cap Blend Equity No 1.55
Hang Seng Investment Series Hang Seng UK Index A UK Large-Cap Equity No 1.55
BEA Union Investment Asia Strategic Growth R(2) Asia ex-Japan Equity No 1.70
JPMorgan SAR Global Bond - Class A (acc) - HKD Global Diversified Bond - USD Hedged No 0.00
Hang Seng Consumer Sector Flexipower Fund A1 Sector Equity Consumer Goods & Services No 1.92
Templeton Global Total Return Fund A(acc)EUR Global Flexible Bond No 1.37
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
PIMCO GIS Diversified Income Fund E Class USD Income Global Flexible Bond - USD Hedged No 1.59
AB - European Income Portfolio I2 Acc EUR Flexible Bond No 0.80
Fidelity Funds - Australian Diversified Equity Fund A-Acc-AUD Australia & New Zealand Equity No No 1.92
PineBridge Asia ex Japan Small Cap Equity Fund A Asia ex-Japan Small/Mid-Cap Equity No 1.93
AB - Emerging Markets Debt Portfolio A2 Acc Global Emerging Markets Bond No No 1.36
AB - Emerging Markets Debt Portfolio BT Inc Global Emerging Markets Bond No No 2.36
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