Which funds made this quarter’s Responsible Ratings Index?

Which funds made the tables in September 2020?

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ESG Clarity and Last Word Research

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.

In partnership with Last Word Research, ESG Clarity has scoured the fund ratings from providers MorningstarSquare Mile Investment Consulting & Research, Refinitiv/Lipper and MSCI to come up with a table of 35 funds that have scored the highest among all providers.

The RRI is rebalanced quarterly 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.

To view the full methodology and commentary around this quarter’s RRI click here.

NameRRIMorningstar Global CategoryFund Size £m
Pictet-Quest Europe Sust Eqs5Europe Equity Large Cap563292076.45755
BL-Sustainable Horizon5Global Equity Large Cap63774991.243046
BNY Mellon UK Opportunities4.7UK Equity Large Cap258263564
Newton Gr and Inc for Charities4.7Aggressive Allocation713052338
ASI Europe ex UK Ethical Equity4.7Europe Equity Large Cap49364328
Janus Henderson UK Responsible4.7UK Equity Large Cap219490257
BlackRock European Dynamic4.5Europe Equity Large Cap4445430922
BNP Paribas Euro Equity4.5Europe Equity Large Cap1324260753.4685
Quilter Investors UK Eq Gr4.5UK Equity Large Cap248193603
Fidelity Global Dividend4.5Global Equity Large Cap6562368956.8903
Fidelity European Dynamic Gr4.5Europe Equity Large Cap5298888429.5607
Pictet – Global Envir Opps4.5Global Equity Large Cap3308262206.2755
Allianz Euroland Equity Growth4.5Europe Equity Large Cap1906270344.0578
Royal London Sustainable Div4.5Moderate Allocation1836384810
Morgan Stanley UK Global Brands4.5Global Equity Large Cap1443674277
Janus Henderson Global Sust Eq4.5Global Equity Large Cap1156995010
Varenne Valeur A4.5Flexible Allocation761931035.53342
Thesis Juniper4.5Aggressive Allocation686381883
DWS Invest Top Euroland4.5Europe Equity Large Cap383322572.18721
AS SICAV I European Eq4.5Europe Equity Large Cap259714355.01857
AS SICAV I Eurp Eq Ex UK A4.5Europe Equity Large Cap126069974.04511
Ninety One UK Equity Income4.5UK Equity Large Cap119890547
Quilter Inv Eurp (ex UK) Eq Gr4.5Europe Equity Large Cap97816308
MFM Hathaway4.5Flexible Allocation35196196
Heptagon European Focus Eq4.5Europe Equity Large Cap24178895.182802
Fidelity FAST UK Y4.5UK Equity Large Cap21452759
DMS Stirling House Dynamic4.5Aggressive Allocation18886797
LF New Viaduct4.5Aggressive Allocation18371583
The New Jaguar4.5Aggressive Allocation12493921
MS INVF Global Brands A4.5Global Equity Large Cap14072074971.58
Jupiter European Growth4.5Europe Equity Large Cap1242706463.5448
Fidelity FAST Europe A4.5Europe Equity Large Cap1099950076.1002
Pictet-Clean Energy4.5Energy Sector Equity1022180920.4495
AXAWF Fram Eurozone4.5Europe Equity Large Cap934507815.10554
SEI GMF UK Equity4.5UK Equity Large Cap636317563.71261
BL-Global 754.5Aggressive Allocation625195088.86291
SVS TPI Growth 14.5Aggressive Allocation486769889
HSBC GIF Euroland Growth4.5Europe Equity Large Cap275297527.96462
Guinness Global Innovators4.5Global Equity Large Cap268953244.69468
AXAWF Fram Eurozone4.5Europe Equity Large Cap196633064.43219
BMO Responsible Sterling Corp Bd4.5Sterling Fixed Income194799060
Thesis KES Diversified4.5Aggressive Allocation144326700
Heriot Global4.5Global Equity Large Cap136670929
Newton SRI for Charities4.5Aggressive Allocation102101161
Marlborough US Multi-Cap Income4.5US Equity Large Cap Blend81225864
Baillie Gifford WW Pan-Euro4.5Europe Equity Large Cap79611112.862913
Nordea 1 – Nordic Stars Equity4.5Europe Equity Large Cap69836284.639446
HSBC GIF Global Eq Climate Change4.5Global Equity Large Cap41368321.6205
Lazard Managed Balanced4.5Aggressive Allocation32728147
Invesco Pan Eurp Struct Rspnb Eq4.5Europe Equity Large Cap15518529.844634
OHP Fund4.5Aggressive Allocation12213667
Verus Sustainable Balanced Fd4.5Moderate Allocation9174920
TCW Fds Select Equities4.5US Equity Large Cap Growth2983778.9935