Morningstar Rating | as of September 2024


Class R for all sub-funds under BEA Union Investment Capital Growth Fund, and Class A / H for all sub-funds under BEA Union Investment Series, BU Fund Series OFC, and BU Investment Series OFC are available for retail investors in Hong Kong.


The following funds have received a 3-, 4- or 5-Morningstar Overall Rating. Please click the fund name for details.


BU Investment Series OFC

Morningstar Overall Rating :

Morningstar Overall Rating :
BEA Union Investment Series
BEA Union Investment Capital Growth Fund