The Responsibility Ratings Index (RRI) is a one-stop overview of the top-rated ESG funds in Europe.
More and more research houses and data providers have started to rate responsibly invested funds based on their ESG credentials, as well as their performance, volatility, resources and company sustainability agendas.
The RRI is rebalanced monthly to reflect changes to the individual ratings, but also to encompass the growing number of data providers that are beginning to award ESG funds with a score.
In March’s digital magazine, dedicated to exploring diversity and inclusion, and good corporate governance, we take a deeper look at this month’s table topping fund, Morgan Stanley’s global brands fund, and speak to the team about how they incorporate diversity considerations into stockpicking decisions.
Here are the top 25 funds in March 2022:
| Name | RRI | Morningstar Sustainability Rating | MSCI | SQUARE MILE | 3D INVESTING | Manager Name | Global Category | Sustainable Investment – Overall | Fund Size £BN |
|---|---|---|---|---|---|---|---|---|---|
| MS INVF Global Brands | 5 | 5 | 5 | William D. Lock;Nic Sochovsky;Nathan Wong;Alex Gabriele;Richard Perrott;Fei Teng;Helena Miles;Isabelle Mast;Bruno Paulson;Vladimir A. Demine;Marcus Watson; | Global Equity Large Cap | No | 17 | ||
| Fidelity Global Dividend | 5 | 5 | 5 | Daniel Roberts | Global Equity Large Cap | No | 8 | ||
| Nordea 1 – Global Climate & Envir | 5 | 5 | 5 | Thomas Sørensen;Henning Padberg; | Global Equity Mid/Small Cap | Yes | 8 | ||
| Pictet – Global Envir Opps | 5 | 5 | 5 | Gabriel Micheli;Luciano Diana;Yi Du; | Global Equity Large Cap | Yes | 7 | ||
| Edgewood L Sel US Select Growth | 5 | 5 | 5 | Alexander M. Farman-Farmaian | US Equity Large Cap Growth | No | 5 | ||
| Schroder ISF Asian Ttl Ret | 5 | 5 | 5 | King Fuei Lee;Robin Parbrook; | Asia ex-Japan Equity | No | 5 | ||
| Jupiter European | 5 | 5 | 5 | Mark Heslop;Mark Nichols; | Europe Equity Large Cap | No | 4 | ||
| Royal London Sustainable Div | 5 | 5 | 5 | Mike Fox;George Crowdy;Sebastien Beguelin; | Moderate Allocation | Yes | 4 | ||
| TB Evenlode Income | 5 | 5 | 5 | Ben Peters;Hugh Yarrow; | UK Equity Large Cap | No | 3 | ||
| Royal London Sustainable Leaders | 5 | 5 | 5 | Mike Fox;George Crowdy;Sebastien Beguelin; | UK Equity Large Cap | Yes | 3 | ||
| Royal London Sustainable World | 5 | 5 | 5 | Responsible A | Mike Fox;George Crowdy;Sebastien Beguelin; | Aggressive Allocation | Yes | 3 | |
| Brown Advisory US Sust Gr | 5 | 5 | 5 | David B. Powell;Karina Funk; | US Equity Large Cap Growth | Yes | 3 | ||
| Liontrust Sust Fut Mgd | 5 | 5 | 5 | Peter Michaelis;Simon Clements; | Aggressive Allocation | Yes | 3 | ||
| Robeco Sust Global Stars Eqs | 5 | 5 | 5 | Michiel Plakman;Chris Berkouwer; | Global Equity Large Cap | Yes | 3 | ||
| Rathbone Ethical Bond | 5 | 5 | 5 | Responsible A | Reviewed | Bryn Jones;Noelle Cazalis; | Sterling Fixed Income | Yes | 3 |
| Schroder ISF Glbl Sust Gr | 5 | 5 | 5 | Charles Somers;Katherine Davidson; | Global Equity Large Cap | Yes | 3 | ||
| RobecoSAM Smart Energy Eqs | 5 | 5 | 5 | Roman Boner | Energy Sector Equity | Yes | 2 | ||
| JPM Japan Equity | 5 | 5 | 5 | Miyako Urabe;Nicholas Weindling;Shoichi Mizusawa; | Japan Equity | No | 2 | ||
| Fidelity Asia Pacific Opps | 5 | 5 | 5 | Anthony Srom | Asia ex-Japan Equity | No | 2 | ||
| Brown Advisory Global Leaders | 5 | 5 | 5 | Michael Dillon;Bertie Thomson; | Global Equity Large Cap | Yes | 2 | ||
| Pictet-Premium Brands | 5 | 5 | 5 | Caroline Reyl;Laurent Belloni; | Consumer Goods & Services Sector Equity | No | 2 | ||
| Janus Henderson Global Sust Eq | 5 | 5 | 5 | Hamish Chamberlayne;Aaron Scully; | Global Equity Large Cap | Yes | 2 | ||
| JPM Pacific Equity | 5 | 5 | 5 | Aisa Ogoshi;Robert Lloyd; | Asia Equity | No | 2 | ||
| Allianz Euroland Equity Growth | 5 | 5 | 5 | Andreas Hildebrand;Darina Valkova; | Europe Equity Large Cap | No | 1 | ||
| Threadneedle (Lux) European Select | 5 | 5 | 5 | Benjamin Moore | Europe Equity Large Cap | No | 1 |
