ESG Clarity can now reveal the funds that have made the shortlist for the inaugural ESG Clarity Awards.
The shortlists for the pre-defined categories have been formed using ESG data exclusively supplied to ESG Clarity by MSCI ESG Research.
For funds to be eligible, the following criteria was to be met:
- Funds must have 12 months of performance history as of the end of March 2022.
- Funds must be domiciled in UK, Ireland or Luxembourg, listed in sterling and be available to UK retail investors.
- Funds must fall into standard universe coverage for MSCI ESG fund ratings, whereby at least 65% of the fund’s gross weight must come from covered securities.
More information on the MSCI fund ESG ratings methodology is available here.
The shortlists have been formed as below:
UK ESG Equity – Active
| Invesco Sustainable UK Companies |
| BMO Responsible UK Equity |
| Schroder Sustainable UK Equity |
| AI Stewardship UK Equity |
| Trojan Ethical Income |
| CFP Castlefield B.E.S.T Sustainable Income |
| Janus Henderson UK Responsible Income |
| Scottish Widows Ethical |
| Threadneedle UK Sustainable Equity |
| BNY Mellon Sustainable UK Opportunities |
| T. Rowe Price Funds OEIC Responsible UK Equity |
| ASI UK Sustainable and Responsible Investment Equity |
| Aegon Ethical Equity |
| EdenTree Responsible and Sustainable UK Equity Opportunities |
UK ESG Equity – Passive
| Invesco FTSE All Share ESG Climate UCITS ETF |
| HSBC UK Sustainable Equity UCITS ETF |
| Xtrackers MSCI UK ESG UCITS ETF |
| Amundi MSCI UK IMI SRI PAB |
| iShares MSCI UK IMI ESG Leaders UCITS ETF |
| UBS (Irl) ETF – MSCI United Kingdom IMI Socially Responsible UCITS ETF |
| L&G Quality Equity Dividends ESG Exclusions UK UCITS ETF |
Global ESG Equity – Active
| VT Cantab Sustainable Global Equity |
| PGIM Quant Solutions Global Core Equity ESG |
| AXA World Funds – Global Factors – Sustainable Equity |
| Amundi Funds – Global Equity Sustainable Income |
| Nordea 1 – Global Gender Diversity |
| Pictet-Quest Global Sustainable Equities |
| BlackRock Strategic Funds – Systematic ESG World Equity |
| Davy ESG Equity |
| Santander GO Global Equity ESG |
Global ESG Equity – Passive
| JPMorgan ETFs (Ireland) ICAV – Global Research Enhanced Index Equity (ESG) UCITS ETF |
| First Trust Global Capital Strength ESG Leaders UCITS ETF |
| Xtrackers MSCI World ESG UCITS ETF |
| Lyxor MSCI World ESG Leaders Extra UCITS ETF |
| iShares Dow Jones Global Sustainability Screened UCITS ETF |
| Fidelity Sustainable Research Enhanced Global Equity UCITS ETF |
| UBS (Lux) – MSCI World Socially Responsible UCITS ETF |
| Invesco MSCI World ESG Universal Screened UCITS ETF |
| iShares MSCI World ESG Enhanced UCITS ETF |
Global ESG Fixed Income – Active
| PIMCO GIS Global Bond ESG |
| Fidelity Sustainable Strategic Bond |
| Pictet – Global Sustainable Credit |
| PGIM Global Corporate ESG Bond |
| Royal London Global Sustainable Credit |
| Fidelity Sustainable Reduced Carbon Bond |
| PGIM Global Total Return ESG Bond |
| Aberdeen Standard Global Corporate Bond Sustainable and Responsible Investment |
| PIMCO GIS Global Investment Grade Credit ESG |
Global ESG Fixed Income – ETFs
| UBS (Lux) – J.P. Morgan Global Government ESG Liquid Bond UCITS ETF |
| Fidelity Sustainable Global Corporate Bond Multifactor UCITS ETF |
| Xtrackers II Global Aggregate Bond UCITS ETF |
| UBS (Lux) – Bloomberg MSCI Global Liquid Corporates Sustainable UCITS ETF |
| L&G ESG Green Bond UCITS ETF |
| Lyxor Green Bond UCITS ETF |
| Lyxor Green Bond ESG Screened UCITS ETF |
| iShares Global Aggregate Bond ESG UCITS ETF |
| Xtrackers II ESG Global Government Bond UCITS ETF |
| Vanguard ESG Global Corporate Bond UCITS ETF |
Emerging Markets ESG Equity – Active
| UBAM – Positive Impact Emerging Equity |
| Stewart Investors Global Emerging Markets Sustainability |
| State Street Emerging Markets ESG Screened Enhanced Equity (Luxembourg SICAV) |
| Pictet-Quest Emerging Sustainable Equities |
| Aberdeen Standard Emerging Markets Sustainable Development Equity (SICAV) |
| BMO Responsible Global Emerging Markets Equity |
| Robeco Sustainable Emerging Stars Equities |
| JPM Emerging Markets Sustainable Equity |
| BNP Paribas Easy MSCI Emerging ESG Filtered |
Emerging Markets ESG Equity – ETF
| iShares MSCI EM SRI UCITS ETF |
| UBS (Lux) – MSCI Emerging Markets Socially Responsible UCITS ETF |
| Lyxor MSCI EM ESG Leaders Extra UCITS ETF |
| iShares MSCI EM IMI ESG Screened UCITS ETF |
| iShares MSCI EM ESG Enhanced UCITS ETF |
| JPMorgan ETFs – Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF (ICAV) |
| Fidelity Sustainable Research Enhanced Emerging Markets Equity UCITS ETF |
| Invesco MSCI Emerging Markets ESG Universal Screened UCITS ETF |
| WisdomTree Emerging Markets ex-State-Owned Enterprises ESG Screened UCITS ETF |
Climate Focused Funds Active/Passive
| Amundi MSCI USA SRI PAB |
| Franklin S&P 500 Paris Aligned Climate UCITS ETF |
| Lyxor Net Zero 2050 S&P 500 Climate PAB UCITS ETF |
| M&G Global Sustain Paris Aligned Fund |
| Lyxor Net Zero 2050 S&P World Climate PAB UCITS ETF |
| Amundi IndEX MSCI Pacific EX Japan SRI PAB Fund |
| Man Numeric Europe RI Climate |
| Nordea 1 – Global Climate and Environment Fund |
| Amundi MSCI Europe SRI PAB |
| Invesco Markets II plc – Invesco FTSE All Share ESG Climate UCITS ETF |
| Lyxor Net Zero 2050 S&P Europe Climate PAB UCITS ETF |
| Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF |
| Lombard Odier Climate Transition |
| M&G (Lux) Climate Solutions Fund |
| Amundi MSCI UK IMI SRI PAB |
| M&G European Sustainable Paris Aligned Fund |
Multi Asset
| Premier Miton Diversified Sustainable Growth |
| Vanguard Sustainable Life 60-70% Equity |
| EdenTree Responsible & Sustainable Managed Income |
| AXA Global Sustainable Distribution |
| TM P1 Sustainable World |
| Verus Sustainable Balanced |
| VT Esprit Sustainable Growth |
| Liontrust Sustainable Future Managed |
| 7IM Sustainable Balance |
Thematics
| Pictet – Water |
| M&G Global Themes |
| Lyxor ETF World Water (GBP) |
| Fidelity Funds – Global Demographics |
| Fidelity Sustainable Water & Waste |
| Sarasin Thematic Global Equity |
| Natixis Thematics Meta (Lux) |
| Aviva Investors Climate Transition Global Equity |
| Pictet – Global Thematic Opportunities |
Congratulations to all those shortlisted! The shortlists for house and initiative-based awards will be announced in due course.
The next step is for our elite judging panel to apply a qualitative layer of analysis, based on their own research and review of the data, in order to identify the winners of each category.
Winners will be announced at the first ever ESG Clarity Awards, held at the Ham Yard Hotel in London on 14 June, following the Global ESG Summit (held at the same venue).
