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 November’s digital magazine we have selected and analysed three funds in the RRI responding to climate change. To view the full methodology and commentary around this quarter’s RRI click here.
Here is the top 30 funds for November 2021:
| Name | RRI | Global Category | Sustainable Investment – Overall | Morningstar Analyst Rating | Fund Size £M |
|---|---|---|---|---|---|
| Nordea 1 – Global Climate & Envir BI EUR | 5 | Global Equity Mid/Small Cap | Yes | 8530693526.0108 | |
| Schroder ISF Asian Ttl Ret C Acc USD | 5 | Asia ex-Japan Equity | No | Silver | 4709852832.9649 |
| Comgest Growth Europe EUR Acc | 5 | Europe Equity Large Cap | No | Silver | 4089157475.1497 |
| Royal London Sustainable Div C Inc | 5 | Moderate Allocation | Yes | Bronze | 3527560363 |
| Brown Advisory US Sust Gr USD C Acc | 5 | US Equity Large Cap Growth | Yes | Silver | 3244938612.7122 |
| Liontrust Sust Fut Mgd 3 Net Inc | 5 | Aggressive Allocation | Yes | Silver | 3099484920 |
| Royal London Sustainable Leaders A Inc | 5 | UK Equity Large Cap | Yes | Bronze | 3068383245 |
| Royal London Sustainable World A Inc | 5 | Aggressive Allocation | Yes | Neutral | 3051403691 |
| Robeco Sust Global Stars Eqs Fd EUR | 5 | Global Equity Large Cap | Yes | 2999033674.0564 | |
| RobecoSAM Smart Energy Eqs F EUR | 5 | Energy Sector Equity | Yes | Neutral | 2955737117.6749 |
| Schroder ISF Glbl Sust Gr C Acc USD | 5 | Global Equity Large Cap | Yes | Silver | 2220630139.018 |
| Allianz Euroland Equity Growth W EUR | 5 | Europe Equity Large Cap | Yes | Bronze | 1751607149.706 |
| AI Stewardship UK Eq UK Corp Inc | 5 | UK Equity Large Cap | Yes | 1343266400 | |
| Morgan Stanley UK Global Brands I GBP | 5 | Global Equity Large Cap | No | 1252296521 | |
| Liontrust Sust Fut Defesv Mgd 3 Net Inc | 5 | Cautious Allocation | Yes | Silver | 1244295509 |
| Pictet-Timber I USD | 5 | Natural Resources Sector Equity | Yes | 1226579297.6575 | |
| Liontrust Sust Fut Cau Mgd 3 Net Inc | 5 | Moderate Allocation | Yes | Silver | 1104390311 |
| Wellington Global Impact USD S Ac | 5 | Global Equity Mid/Small Cap | Yes | 1092205816.5884 | |
| Liontrust Sust Fut Managed Gr 3 Net Acc | 5 | Aggressive Allocation | Yes | Bronze | 1033695780 |
| Janus Henderson Hrzn Glb Sus Eq HB2 EUR | 5 | Global Equity Large Cap | Yes | 850142031.46754 | |
| MS INVF Global Sustain Z USD Acc | 5 | Global Equity Large Cap | Yes | 826630368.77404 | |
| Montanaro UK Income Fund GBP Seed | 5 | UK Equity Large Cap | No | 811590900 | |
| Thesis Juniper Inc | 5 | Aggressive Allocation | 788350293 | ||
| Allianz Convertible Bond IT EUR | 5 | Convertibles | Yes | 634582452.5871 | |
| Allianz German Equity W EUR | 5 | Europe Equity Large Cap | Yes | 594854598.09512 | |
| LF Majedie UK Focus B | 5 | UK Equity Large Cap | No | 556093048 | |
| UBS (Lux) EF Euro Countrs Oppo (EUR) P | 5 | Europe Equity Large Cap | No | 534270566.34512 | |
| DWS Invest Top Euroland FC | 5 | Europe Equity Large Cap | No | 475415901.05672 | |
| Janus Henderson Glb Rpnsb Mgd I Acc | 5 | Aggressive Allocation | Yes | 435679613 | |
| Candriam Sst Eq EMU I € Acc | 5 | Europe Equity Large Cap | Yes | 426450253.66135 |
