You're an Aspirational Green!

Aspirational Greens look to avoid the nasties, whilst backing progressive and sustainable investments.

Aspirational Greens represent 9% of UK savers and investors, which translates to approximately 4.7 million people.[1]

You don’t want to think of your money going into big bad companies who are connected to fossil fuels, war, or animal testing. When it comes to your lifestyle, the environment worries you and you've tried to live more sustainably, ditching the plastic, using reusable coffee cups, or buying vintage.

Now you want your investments to match these green principles. And you want this today. You're a bit suspicious of long-term transition goals and most likely to say you'll avoid carbon-bashing companies altogether, no matter how loudly the Board shouts about change. That said, you're investing for returns above all, so these questions are important, but not critical.

Most likely to say: “I’d like to test drive an electric vehicle, please".

Sustainable funds which map to Aspirational Green priorities

Our criteria: Aspirational Green

We filtered the sustainable funds universe using Morningstar data as at 30 October 2024.

We then selected the funds which are regulated and approved for sale in the UK, and also readily available to retail investors via the UK's leading investment platforms.

Finally, we used the following criteria to produce a shortlist of funds which Aspirational Green investors might like:

• Sustainable Investment overall

• Carbon Risk Score < 10

• SDG 7 % involved > 20%

• SDG 12 % involved > 20%

• 3 year returns positive

• Morningstar Medalist Rating = Neutral or above

• Morningstar Sustainability Rating = Above Average or High

We looked for a Morningstar Sustainability Rating of 'Above Average' or ‘High’. We then looked for a Carbon Risk Profile of less than 10% and UN SDG 7 and SDG 12 alignments of 20% or higher.

Introducing Morningstar

Morningstar is a global company that builds products and offers services that connect people to the information and tools they need to invest. Stock analyst Joe Mansueto thought it was unfair that people didn’t have access to the same information as financial professionals, so he built a company of over 8,000 employees that now covers over 620k investment products and delivers informed investment research covering 29 countries.

We think their ratings are helpful tools to use when assessing a potential investment and they have more data on sustainable elements than most. You can read more about Morningstar here. Click here for a breakdown of Morningstar's multiple rating systems and here for an explanation of how they work.

These shortlists are not recommendations and you’ll need to do your own research. They are collections of funds which map to specific filters and criteria, reflecting people's different priorities.

As always, please do your own research before deciding whether to buy or sell any investment. Fund factsheets are a good place to look for further information.

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[1] Boring Money, Sustainable Investing Report 2024