ESG Clarity Awards 2023: Fund shortlists revealed

Shortlists across asset classes

ESG Clarity is delighted to reveal the fund shortlists for the EU ESG Clarity Awards 2023.

The shortlists cover many asset classes and sectors and have been compiled by ESG Clarity and LSEG Lipper using sustainably labelled funds based on three-year risk-adjusted returns, using LSEG Lipper data.

The shortlists are:

Category Fund Name
UK equities
Active
1Redwheel UK Climate Engagement
2Fidelity Sustainable UK Equity Fund
3Invesco Sustainable UK Companies
4CFP Castlefield Sustainable UK Smaller Companies
5Jupiter Responsible Income Fund
Passive
1Royal London UK FTSE4Good Tracker Trust
2Xtrackers MSCI UK ESG UCITS ETF
3Legal & General Future World ESG UK Index
4SW UK Climate Transition Index Equity Tracker
5UBS (Irl) ETF plc MSCI UK IMI SR UCITS ETF
Global equities
Active
1Wellington Climate Strategy
2Templeton Global Climate Change Fund
3Schroder ISF Global Sustainable Growth
4M&G Global Sustain Paris Aligned
5Baillie Gifford Responsible Global Equity Income
Passive
1NT High Dividend ESG World Equity Feeder
2ACS World Multifactor ESG Equity Tracker
3Northern Trust World Cust ESG Equity Index UCITS Fund
6VanEck Sustainable World Equal Weight ETF
7Xtrackers MSCI AC World ESG Screened UCITS ETF
Fixed income
Emerging Markets Bonds ETFs
1Xtrackers ESG USD EM Bond Quality Weighted UCITS ETF
2iShares JPM ESG $ EM Bond UCITS ETF
3BNPP Easy JPM ESG EMBI Global Diversified Composite
4UBS ETF JPMorgan EM IG ESG Diversified Bond UCITS
5NT EM Local Currency Government ESG Bond Index
European Corporate Bonds ETFs
1iShs € Corporate Bond Interest Rate Hedged ESG UCITS ETF
2Amundi Float Rate Euro Corporate ESG ETF
3iShs € Corp Bd ex-Finls 1-5yr ESG UCITS ETF
4Edmond de Rothschild SICAV Euro Sust Credit
5iShares ESG Screened Euro Corp Bd Index Flex
Sterling Corporate Bonds ACTIVE
1BlackRock Sust Sterling Short Duration Credit Fixed Income
2Liontrust Sustainable Future Monthly Income Bond
3Rathbone SICAV Ethical Bond Fund
4Liontrust Sustainable Future Corporate Bond
5Royal London Ethical Bond
Global Bonds
1BlackRock Defensive Yield ESG Screened
2BGF Sustainable Fixed Income Global Opportunities
3LGT Sustainable Bond Global
4UBS (Lux) Strategy Fund – Fixed Income Sustainable
5Amundi RI – Just Transition For Climate
Emerging Market Bond ACTIVE
1M&G (Lux) Sustainable EM Corp Bond
2Vontobel Fund Sust EM LC Bond
3BGF Sustainable Emerging Markets LC Bond
4NB Sustainable EM Corporate Debt
5Allianz Emerging Markets SRI Corp Bond
European Corporate Bond ACTIVE (includes active ETFs)
1AAF Schroder Euro Corp ESG Bonds Dur Hedged
2Schroder ISF Sustain EURO Credit
3JPM EUR Crp Bd 1-5yr Research Enhanced Index ESG ETF
4Kempen (Lux) Euro Sustainable Credit Fund
5JPM EUR Corpo Bd Research Enhcd Idx ESG ETF
Multi-asset
1HSBC Global Sustainable Multi Asset Adventurous Portfolio
2Premier Miton Diversified Sustainable Growth
3Vanguard SustainableLife 60-70% Equity
4Trojan Ethical
5UBS Multi Manager Access II Sust Investment Growth
Emerging market equities
Active
1Ashmore SICAV Emerging Markets Equity ESG
2Robeco Sustainable Emerging Stars Equities
3Fidelity Funds – Sustainable EM Equity
4Stewart Investors Global Emerging Markets Sustainable
5GAM Sustainable Emerging Equity
Passive
1iShares MSCI EM SRI UCITS ETF
2UBS LFS MSCI Emerging Markets Socially Responsible
3Lyxor MSCI EM ESG Climate Transition UCITS ETF
4Northern Trust Emerging Markets Custom ESG Equity Index UCITS
5Royal London Emerging Markets ESG Leaders Equity Tracker
Impact
1Nordea 1 – Global Climate and Environment
2Kempen (Lux) Sust European Small-Cap Fund
3CQS Global Sustainable Convertible
4Close Sustainable Select Fixed Income
5Swisscanto (LU) BF Responsible Global Credit Opportunities
European equities(Europe ex UK)
Active
1EdenTree Resp and Sust European Equity
2M&G European Sustain Paris Aligned
3Alken Fund – Sustainable Europe SEU1 Cap
4Federated Hermes Sust Europe ex-UK Equity
5BNY Mellon Sustainable European Opportunities
Passive
1NT Europe Sustainable Select SDG Index Fund
2Amundi MSCI Europe Ex Switzerland ESG Leaders UCITS ETF
3VanEck Sustainable European Equal Weight UCITS ETF
4Vanguard SRI European Stock EUR
5NT Europe Value ESG
Asian equities
Active
1Stewart Investors Asia Pacific Sustainable
2Stewart Investors Asia Pacific Leaders Sustainability
3MSIF Sustainable Asia Equity Fund
4Fidelity Sustainable Asia Equity
5Schroder ISF Sustainable Asian Equity
 
 
Thematic
Active
1Guinness Sustainable Energy Fund
2DWS Invest ESG Climate Tech
3BGF Sustainable Energy
4Swisscanto (LU) EF Sustainable Global Water
5Carmignac Portfolio Climate Transition
Passive
1L&G Clean Water UCITS ETF
2iShares MSCI World Info Tech Sector ESG UCITS ETF
3Xtrackers MSCI Europe Health Care ESG Screen ETF
4WisdomTree Battery Solutions UCITS ETF
5iShares Global Clean Energy UCITS ETF
Climate
Active
1NSF SICAV Climate Change
2Wellington Climate Strategy
3Templeton Global Climate Change Fund
4DWS Invest ESG Climate Tech
5RobecoSAM QI US Climate Beta Equities
Passive
1Lyxor MSCI World Climate Change (DR) UCITS ETF
2Lyxor MSCI USA ESG Climate Tran CTB DR UCITS ETF
3UBS Global Climate Aware UCITS
4Amundi MSCI World Climate Transition
5Amundi MSCI Europe Climate Transition

Click here to see last year’s winners!

The ESG Clarity Awards successfully launched last year showcasing expertise in the best funds, teams, individuals, initiatives and investment houses. This year we will continue to showcase the industry’s finest for responsible investment and have invited back our esteemed panel of judges who will analyse the shortlists and choose their top picks.

The winners will be announced in Q3.

For commercial opportunities please get in touch with Samantha.Harris@markallengroup.com or Jack.Elia@markallengroup.com

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Natalie Kenway

Natalie is editor in chief at MA Financial covering ESG Clarity, Portfolio Adviser and International Adviser. She was previously global head of ESG insight for ESG Clarity and has been an investment journalist...