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 Morningstar, Square 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 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.
To view the full methodology and commentary around this quarter’s RRI click here.
| Name | RRI | Global category | Fund size (m) |
|---|---|---|---|
| DWS Invest Top Euroland FC | 5 | Europe Equity Large Cap | 389 |
| TB Evenlode Income B Acc | 5 | UK Equity Large Cap | 3466 |
| Uni-Global Equities Eurozone SA-EUR | 5 | Europe Equity Large Cap | 63 |
| AXAWF Framlington Euro Opports F Cap EUR | 4.67 | Europe Equity Large Cap | 155 |
| BMO Responsible Global Equity I Inc EUR | 4.67 | Global Equity Large Cap | 973 |
| BNY Mellon UK Opportunities GBP Inc | 4.67 | UK Equity Large Cap | 270 |
| Fidelity Global Equity Inc I-Acc-USD | 4.67 | Global Equity Large Cap | 172 |
| Janus Henderson UK Responsible Inc I Inc | 4.67 | UK Equity Large Cap | 249 |
| Newton Gr and Inc for Charities GBP Inc | 4.67 | Aggressive Allocation | 678 |
| Allianz Euroland Equity Growth W EUR | 4.5 | Europe Equity Large Cap | 1875 |
| Amundi Fds Polen Cptl Glbl Gr I2 USD C | 4.5 | Global Equity Large Cap | 12 |
| AS SICAV I Eurp Eq Ex UK A Acc EUR | 4.5 | Europe Equity Large Cap | 125 |
| AXAWF Fram Eurozone I Cap EUR | 4.5 | Europe Equity Large Cap | 990 |
| AXAWF Fram Eurozone RI F Cap EUR | 4.5 | Europe Equity Large Cap | 203 |
| AXAWF Optimal Income F Cap EUR pf | 4.5 | Flexible Allocation | 541 |
| Baillie Gifford WW Pan-Euro B EUR Acc | 4.5 | Europe Equity Large Cap | 94 |
| BL-Global 75 B EUR | 4.5 | Aggressive Allocation | 633 |
| BMO European Growth & Income A Inc GBP | 4.5 | Europe Equity Large Cap | 31 |
| BMO Responsible Sterling Corp Bd 2 Inc | 4.5 | Sterling Fixed Income | 204 |
| BNY Mellon Global Balanced Expt 1 Acc | 4.5 | Aggressive Allocation | 522 |
| EF Tellsons Endeavour A GBP Inc | 4.5 | Moderate Allocation | 46 |
| Fidelity FAST Europe A-ACC-EUR | 4.5 | Europe Equity Large Cap | 1148 |
| Fidelity FAST UK Y-ACC-GBP | 4.5 | UK Equity Large Cap | 22 |
| Fidelity Global Dividend I-Acc-EUR | 4.5 | Global Equity Large Cap | 6727 |
| GuardCap Global Equity I USD Acc | 4.5 | Global Equity Large Cap | 1578 |
| Heptagon European Focus Eq CE EUR Acc | 4.5 | Europe Equity Large Cap | 47 |
| Heriot Global B Acc | 4.5 | Global Equity Large Cap | 139 |
| HSBC GIF Euroland Growth M1C | 4.5 | Europe Equity Large Cap | 300 |
| HSBC GIF Global Eq Climate Change AD | 4.5 | Global Equity Large Cap | 57 |
| Impax Global Equity Opportunities A | 4.5 | Global Equity Large Cap | 164 |
| Janus Henderson Global Sust Eq E Inc GBP | 4.5 | Global Equity Large Cap | 1250 |
| Janus Henderson Hrzn Glb Sus Eq HB2 EUR | 4.5 | Global Equity Large Cap | 437 |
| Janus Henderson INTECH EurpCor A2 EUR | 4.5 | Europe Equity Large Cap | 99 |
| Janus Henderson Japan Opps E Acc | 4.5 | Japan Equity | 31 |
| JSS GlobalSar Balanced CHF P CHF dist | 4.5 | Moderate Allocation | 133 |
| JSS GlobalSar Balanced EUR P EUR dist | 4.5 | Moderate Allocation | 57 |
| Jupiter European Growth L EUR Acc | 4.5 | Europe Equity Large Cap | 1222 |
| Jupiter Global Elgy Div I EUR Acc | 4.5 | Moderate Allocation | 18 |
| Jupiter Global Managed Inc | 4.5 | Global Equity Large Cap | 327 |
| Lazard Managed Balanced B Inc | 4.5 | Aggressive Allocation | 34 |
