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.
To view the full methodology and commentary around this quarter’s RRI click here.
Here is the top 30 funds for September 2021:
| Name | RRI | Global Category | Sustainable Investment – Overall | Fund Size £bn |
|---|---|---|---|---|
| Lindsell Train Global Equity | 5 | Global Equity Large Cap | No | 8857110297 |
| Jupiter European | 5 | Europe Equity Large Cap | No | 4618643216 |
| BMO Select European Equity | 5 | Europe Equity Large Cap | No | 271382638 |
| Nordea 1 – Global Climate & Envir | 5 | Global Equity Mid/Small Cap | Yes | 8301484487.5728 |
| Fidelity Global Dividend | 5 | Global Equity Large Cap | No | 8187992858.739 |
| BGF Sustainable Energy | 5 | Energy Sector Equity | Yes | 5204305661.0368 |
| Schroder ISF Asian Ttl Ret | 5 | Asia ex-Japan Equity | No | 4635450799.4426 |
| Comgest Growth Europe | 5 | Europe Equity Large Cap | No | 4051630214.4326 |
| Mirova Global Sust Eq | 5 | Global Equity Large Cap | Yes | 3710674276.9384 |
| Royal London Sustainable | 5 | Moderate Allocation | Yes | 3446465038 |
| Royal London Sustainable Leaders | 5 | UK Equity Large Cap | Yes | 3143380821 |
| RobecoSAM Smart Energy | 5 | Energy Sector Equity | Yes | 3019170638.3152 |
| Liontrust Sust Fut Mgd | 5 | Aggressive Allocation | Yes | 3009506489 |
| SKAGEN Global | 5 | Global Equity Large Cap | 2994320089.4482 | |
| Fidelity Global Dividend | 5 | Global Equity Large Cap | No | 2508708724 |
| iShares Green Bd Idx | 5 | Global Fixed Income | Yes | 2458531903.0917 |
| GuardCap Global Equity | 5 | Global Equity Large Cap | No | 2363799445.2347 |
| Sarasin Endowment | 5 | Aggressive Allocation | No | 2251327504 |
| Schroder ISF Glbl Sust Gr | 5 | Global Equity Large Cap | Yes | 2008679854.5426 |
| Brown Advisory Global Leaders | 5 | Global Equity Large Cap | No | 1904460239.6676 |
| Janus Henderson Global Sust Eq | 5 | Global Equity Large Cap | Yes | 1797109232 |
| Allianz Euroland Equity Growth | 5 | Europe Equity Large Cap | Yes | 1773069243.4719 |
| Threadneedle (Lux) European Select | 5 | Europe Equity Large Cap | No | 1629664238.4828 |
| BGF Euro-Markets | 5 | Europe Equity Large Cap | No | 1613309428.1211 |
| BGF European | 5 | Europe Equity Large Cap | No | 1576563273.5172 |
| Pictet-Premium Brands | 5 | Consumer Goods & Services Sector Equity | No | 1538651083.9564 |
| Lazard Global Lstd Infras Eq | 5 | Infrastructure Sector Equity | No | 1525051018 |
| Allianz Global Sustainability | 5 | Global Equity Large Cap | Yes | 1454417720.6 |
| BNP Paribas Euro Equity | 5 | Europe Equity Large Cap | No | 1448238843.6535 |
| BMO Responsible Global Equity | 5 | Global Equity Large Cap | Yes | 1372449684.0023 |
