Many fund platforms have started to add ‘ethical’ or ‘sustainable’ products to their fund selection lists as a filter.
Interactive Investor has their ‘ACE 30’ – a list of 30 funds which meet various ethical and sustainability criteria. And to make it even easier to strike the right balance of funds, nicely divided across different regions and industries, they have also just released an Ethical Growth portfolio. This portfolio not only suggests which funds to buy, but also how much of your savings pot to allocate to each - so 15% to Royal London Sustainable Leaders, 8% to iShares Global Clean Energy etc.
The following image summarises which of these funds is top of the pops when it comes to the fund selectors’ favourites. As always, do have a read of the fund material and decide for yourself if the volatility is OK for you (not too wobbly or not too static) and the asset allocation (i.e. bonds, shares, countries etc) fits in as part of a bigger and diversified portfolio. Don’t stick all your eggs in one hemp basket!
More info of the funds listed above
Rathbone Ethical Bond
Liontrust Sustainable Future Global Growth
Liontrust Sustainable Future Managed
Royal London Sustainable World
Fundsmith Sustainable Equity I Acc
BMO Responsible UK Income (Class 2) Acc
FP WHEB Sustainability
Stewart Investors Asia Pacific Sustainability
BMO Responsible Global Equity
Impax Environmental Markets (IEM)
Kames Ethical Equity
We'll soon have a new page up and running where you can compare sustainable and ESG investment funds based on the themes they support, whether they're part of a ready-made portfolio, and so on.
In the meantime, why not check out this list of award-winning investment funds from Investment Week's Sustainable & ESG Investment Awards in November 2019.
How are other people investing sustainably? Learn from their experiences.
Read investor stories, discover recommended funds, unpack your investor toolkit and more.
Learn more about sustainable investing with these quick answers to common questions:Read the how-to guide