Which funds made the latest Responsible Ratings Index?

The latest Responsible Ratings Index shows funds from Fidelity, Lindsell Train and Pictet topping the list

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 MorningstarSquare Mile Investment Consulting & Research, Refinitiv/Lipper and MSCI to come up with a table of 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.

Responsible Ratings Index (RRI) January 2020

Fund NameRRI
Fidelity Global Dividend5
LF Lindsell Train UK Equity5
Pictet – Global Envir Opps5
BlackRock European Dynamic5
Nordea 1 – Global Climate & Envir5
Jupiter European5
Comgest Growth Europe5
TB Evenlode Income5
Royal London Sustainable5

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Natalie Kenway

Natalie is global head of ESG insight for ESG Clarity and has been an investment journalist for 16 years. She won Editor of the Year at the Aviva Investors Sustainability Media Awards 2021, and was Winner...