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 quarterly 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 | Morningstar Global Category | Fund Size £m |
|---|---|---|---|
| Pictet-Quest Europe Sust Eqs | 5 | Europe Equity Large Cap | 563292076.45755 |
| BL-Sustainable Horizon | 5 | Global Equity Large Cap | 63774991.243046 |
| BNY Mellon UK Opportunities | 4.7 | UK Equity Large Cap | 258263564 |
| Newton Gr and Inc for Charities | 4.7 | Aggressive Allocation | 713052338 |
| ASI Europe ex UK Ethical Equity | 4.7 | Europe Equity Large Cap | 49364328 |
| Janus Henderson UK Responsible | 4.7 | UK Equity Large Cap | 219490257 |
| BlackRock European Dynamic | 4.5 | Europe Equity Large Cap | 4445430922 |
| BNP Paribas Euro Equity | 4.5 | Europe Equity Large Cap | 1324260753.4685 |
| Quilter Investors UK Eq Gr | 4.5 | UK Equity Large Cap | 248193603 |
| Fidelity Global Dividend | 4.5 | Global Equity Large Cap | 6562368956.8903 |
| Fidelity European Dynamic Gr | 4.5 | Europe Equity Large Cap | 5298888429.5607 |
| Pictet – Global Envir Opps | 4.5 | Global Equity Large Cap | 3308262206.2755 |
| Allianz Euroland Equity Growth | 4.5 | Europe Equity Large Cap | 1906270344.0578 |
| Royal London Sustainable Div | 4.5 | Moderate Allocation | 1836384810 |
| Morgan Stanley UK Global Brands | 4.5 | Global Equity Large Cap | 1443674277 |
| Janus Henderson Global Sust Eq | 4.5 | Global Equity Large Cap | 1156995010 |
| Varenne Valeur A | 4.5 | Flexible Allocation | 761931035.53342 |
| Thesis Juniper | 4.5 | Aggressive Allocation | 686381883 |
| DWS Invest Top Euroland | 4.5 | Europe Equity Large Cap | 383322572.18721 |
| AS SICAV I European Eq | 4.5 | Europe Equity Large Cap | 259714355.01857 |
| AS SICAV I Eurp Eq Ex UK A | 4.5 | Europe Equity Large Cap | 126069974.04511 |
| Ninety One UK Equity Income | 4.5 | UK Equity Large Cap | 119890547 |
| Quilter Inv Eurp (ex UK) Eq Gr | 4.5 | Europe Equity Large Cap | 97816308 |
| MFM Hathaway | 4.5 | Flexible Allocation | 35196196 |
| Heptagon European Focus Eq | 4.5 | Europe Equity Large Cap | 24178895.182802 |
| Fidelity FAST UK Y | 4.5 | UK Equity Large Cap | 21452759 |
| DMS Stirling House Dynamic | 4.5 | Aggressive Allocation | 18886797 |
| LF New Viaduct | 4.5 | Aggressive Allocation | 18371583 |
| The New Jaguar | 4.5 | Aggressive Allocation | 12493921 |
| MS INVF Global Brands A | 4.5 | Global Equity Large Cap | 14072074971.58 |
| Jupiter European Growth | 4.5 | Europe Equity Large Cap | 1242706463.5448 |
| Fidelity FAST Europe A | 4.5 | Europe Equity Large Cap | 1099950076.1002 |
| Pictet-Clean Energy | 4.5 | Energy Sector Equity | 1022180920.4495 |
| AXAWF Fram Eurozone | 4.5 | Europe Equity Large Cap | 934507815.10554 |
| SEI GMF UK Equity | 4.5 | UK Equity Large Cap | 636317563.71261 |
| BL-Global 75 | 4.5 | Aggressive Allocation | 625195088.86291 |
| SVS TPI Growth 1 | 4.5 | Aggressive Allocation | 486769889 |
| HSBC GIF Euroland Growth | 4.5 | Europe Equity Large Cap | 275297527.96462 |
| Guinness Global Innovators | 4.5 | Global Equity Large Cap | 268953244.69468 |
| AXAWF Fram Eurozone | 4.5 | Europe Equity Large Cap | 196633064.43219 |
| BMO Responsible Sterling Corp Bd | 4.5 | Sterling Fixed Income | 194799060 |
| Thesis KES Diversified | 4.5 | Aggressive Allocation | 144326700 |
| Heriot Global | 4.5 | Global Equity Large Cap | 136670929 |
| Newton SRI for Charities | 4.5 | Aggressive Allocation | 102101161 |
| Marlborough US Multi-Cap Income | 4.5 | US Equity Large Cap Blend | 81225864 |
| Baillie Gifford WW Pan-Euro | 4.5 | Europe Equity Large Cap | 79611112.862913 |
| Nordea 1 – Nordic Stars Equity | 4.5 | Europe Equity Large Cap | 69836284.639446 |
| HSBC GIF Global Eq Climate Change | 4.5 | Global Equity Large Cap | 41368321.6205 |
| Lazard Managed Balanced | 4.5 | Aggressive Allocation | 32728147 |
| Invesco Pan Eurp Struct Rspnb Eq | 4.5 | Europe Equity Large Cap | 15518529.844634 |
| OHP Fund | 4.5 | Aggressive Allocation | 12213667 |
| Verus Sustainable Balanced Fd | 4.5 | Moderate Allocation | 9174920 |
| TCW Fds Select Equities | 4.5 | US Equity Large Cap Growth | 2983778.9935 |
