Morgan Stanley tops March RRI

Top 25 funds in this month’s Responsible Ratings Index

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 March’s digital magazine, dedicated to exploring diversity and inclusion, and good corporate governance, we take a deeper look at this month’s table topping fund, Morgan Stanley’s global brands fund, and speak to the team about how they incorporate diversity considerations into stockpicking decisions.

Here are the top 25 funds in March 2022:

NameRRIMorningstar Sustainability RatingMSCISQUARE MILE3D INVESTINGManager NameGlobal CategorySustainable Investment - OverallFund Size £BN
MS INVF Global Brands 555William D. Lock;Nic Sochovsky;Nathan Wong;Alex Gabriele;Richard Perrott;Fei Teng;Helena Miles;Isabelle Mast;Bruno Paulson;Vladimir A. Demine;Marcus Watson;Global Equity Large CapNo17
Fidelity Global Dividend 555Daniel RobertsGlobal Equity Large CapNo8
Nordea 1 - Global Climate & Envir 555Thomas Sørensen;Henning Padberg;Global Equity Mid/Small CapYes8
Pictet - Global Envir Opps 555Gabriel Micheli;Luciano Diana;Yi Du;Global Equity Large CapYes7
Edgewood L Sel US Select Growth 555Alexander M. Farman-FarmaianUS Equity Large Cap GrowthNo5
Schroder ISF Asian Ttl Ret 555King Fuei Lee;Robin Parbrook;Asia ex-Japan EquityNo5
Jupiter European555Mark Heslop;Mark Nichols;Europe Equity Large CapNo4
Royal London Sustainable Div 555Mike Fox;George Crowdy;Sebastien Beguelin;Moderate AllocationYes4
TB Evenlode Income 555Ben Peters;Hugh Yarrow;UK Equity Large CapNo3
Royal London Sustainable Leaders 555Mike Fox;George Crowdy;Sebastien Beguelin;UK Equity Large CapYes3
Royal London Sustainable World 555Responsible AMike Fox;George Crowdy;Sebastien Beguelin;Aggressive AllocationYes3
Brown Advisory US Sust Gr 555David B. Powell;Karina Funk;US Equity Large Cap GrowthYes3
Liontrust Sust Fut Mgd 555Peter Michaelis;Simon Clements;Aggressive AllocationYes3
Robeco Sust Global Stars Eqs 555Michiel Plakman;Chris Berkouwer;Global Equity Large CapYes3
Rathbone Ethical Bond555Responsible AReviewed Bryn Jones;Noelle Cazalis;Sterling Fixed IncomeYes3
Schroder ISF Glbl Sust Gr 555Charles Somers;Katherine Davidson;Global Equity Large CapYes3
RobecoSAM Smart Energy Eqs 555Roman BonerEnergy Sector EquityYes2
JPM Japan Equity 555Miyako Urabe;Nicholas Weindling;Shoichi Mizusawa;Japan EquityNo2
Fidelity Asia Pacific Opps 555Anthony SromAsia ex-Japan EquityNo2
Brown Advisory Global Leaders 555Michael Dillon;Bertie Thomson;Global Equity Large CapYes2
Pictet-Premium Brands 555Caroline Reyl;Laurent Belloni;Consumer Goods & Services Sector EquityNo2
Janus Henderson Global Sust Eq 555Hamish Chamberlayne;Aaron Scully;Global Equity Large CapYes2
JPM Pacific Equity 555Aisa Ogoshi;Robert Lloyd;Asia EquityNo2
Allianz Euroland Equity Growth 555Andreas Hildebrand;Darina Valkova;Europe Equity Large CapNo1
Threadneedle (Lux) European Select555Benjamin MooreEurope Equity Large CapNo1