Funds in our responsible investing sector

 

Summary of the thematic equity funds featured in our Responsible Investing sector

The following thematic funds can be found within our Responsible Investing sector for each product range listed below. More details can be found in the relevant fund guide. Visit our interactive fund centres for performance, charting and fund literature such as factsheets and Key Investor Information Documents. 

Please note that the below listed mirror funds are subject to a management fee of 1.20% in addition to the OCF detailed in the table below.
 

Climate Change


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

L89 HSBC Global Equity Climate Change (USD)

USD - IM00BL6K6S03

Global Large-Cap Blend Equity

5 Stars

1.85%

L88 Ninety One Global Environment (USD)

USD - IM00BMBV9204

Sector Equity Ecology

-

1.94%

L21 Pictet Global Environmental Opportunities (Closed to new subscriptions)

USD - IM00B3SXWH28

Sector Equity Ecology

4 Stars

2.02%

R34 Schroder Global Climate Change Equity

USD - IM00B28VRT65

Sector Equity Ecology

5 Stars

1.84%

Resources and Energy


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

P69 BlackRock Sustainable Energy

USD - GB00B1FH3T26

Sector Equity Alternative Energy

4 Stars

1.99%

L90 Pictet Timber (USD)

USD - IM00BMWPW661

Sector Equity Natural Resources

5 Stars

2.03%

L91 RobecoSAM Smart Energy (USD)

USD - IM00BNNTMF35

Sector Equity Alternative Energy

4 Stars

1.71%

Sustainable


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

L93 AB Sustainable Global Thematic (USD)

USD - IM00BMBV8S90

Global Large-Cap Growth Equity

4 Stars

1.94%

L92 Schroder Global Sustainable Growth (USD)

USD - IM00BMBV9428

Global Large-Cap Growth Equity

4 Stars

1.65%

Human Development


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

L98 RobecoSAM Global Gender Equality Impact (USD)

USD - IM00BNNTPK92

Global Large-Cap Blend Equity

4 Stars

1.61%

L97 RobecoSAM Sustainable Healthy Living Equities (USD)

USD - IM00BNNTPB02

Global Flex-Cap Equity

4 Stars

1.71%

Multi-Thematic


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

L94 BMO Responsible Global Equity (GBP)

GBP - IM00BL6K7M16

Global Large-Cap Growth Equity

3 Stars

1.62%

L95 JPM Socially Responsible (USD)

USD - IM00BM91S700

Global Large-Cap Growth Equity

4 Stars

1.81%

Water and Waste


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

L96 RobecoSAM Sustainable Water (USD)

USD - IM00BNNTP094

Sector Equity Water

4 Stars

1.71%

Notes:  

Information contained within these tables is sourced from MorningstarĀ® and is correct as at 10 September 2021.

* MorningstarĀ® awards a Star rating based on historic returns adjusted for risk and charges, with the top 10% of funds in a category awarded 5 Stars and the bottom 10% 1 Star.

** Ongoing Charge ("OCF") includes the Annual Management Charge plus other operational expenses of the underlying fund, so better reflects the total costs applied to the underlying fund.