What ESG funds can I invest in?

We offer four tracker (mutual) funds which are considered ESG (Environmental, Social, and Governance):

• Royal London Emerging Markets ESG Leaders – Emerging Market Equities allows you to invest in a range of companies from across emerging markets that consider environmental, social and governance (ESG) factors. These factors include things like how companies respond to climate change, treat their workers and manage their supply chains. The fund tracks the performance of the MSCI Emerging Markets ESG Leaders Index.
• Global Shares ESG: Old Mutual is exclusively available in the UK through Moneybox. Old Mutual does not actively select the companies within the fund, but instead relies on the MSCI, which is a leader in ESG research and analytics, to make these decisions. The Old Mutual MSCI World Selection Index Fund tracks the MSCI World Selection Index and holds shares in global companies which are selected based on MSCI’s leading ESG approach.
• Overseas Corporate Bonds ESG: iShares by BlackRock allows you to balance your portfolio with bonds which are generally a lower risk and lower return option than shares. Big companies borrow cash from people like you to fund their growth, and you get interest and loan repaid. This fund invests in over 4,000 well-known global companies like JP Morgan Chase & Co, Comcast, CVS Health and Bank of America.
• Global Property Shares ESG: iShares by BlackRock allows you to gain exposure to property without buying any buildings yourself. Pool your money with lots of others to invest in over 300 property companies from around the world, across a range of industries from residential housing to shopping centres.

Stocks & Shares ISA customers can also invest in a range of ETFs, which include eight ESG options:

• iShares Ageing Population ETF – Get exposure to companies that provide care and other needs to the world’s ageing population. Companies included in this fund have been screened for any involvement in weapons, tobacco, nuclear power, coal, oil or gas.
• iShares Automation & Robotics ETF – Track developed and emerging market companies that are creating technology in automation and robotics. Companies included in this fund have been screened for any involvement in weapons, tobacco, nuclear power, coal, oil or gas.
• iShares Digitalisation ETF – Track the performance of developed and emerging market companies like Docusign that focus on digital services. Companies included in this fund have been screened for any involvement in weapons, tobacco, nuclear power, coal, oil or gas.
• iShares Global Clean Energy ETF – Back the companies that are leading the charge in the future transition to clean energy. Companies included in this fund have been screened for any involvement in weapons, tobacco, nuclear power, coal, oil or gas.
• iShares MSCI Europe SRI ETF – Back leading European companies with a focus on ESG values, including Roche and Adidas. Companies included in this fund have been screened for any involvement in weapons, tobacco, nuclear power, coal, oil or gas.
• Legal & General Clean Water ETF – Get exposure to companies that are providing new clean water technologies and network maintenance. The fund invests in companies which contribute to environmental objectives, do not significantly harm any environmental or social objectives, and which follow good governance practices.
• Legal & General Cyber Security ETF – Spread your money across companies like Cisco and Darktrace that are innovating in the cyber security sector. The fund invests in companies which contribute to environmental objectives, do not significantly harm any environmental or social objectives, and which follow good governance practices.
• UBS S&P 500 ESG ETF – Invest across a diverse range of leading US companies that score highly on ESG factors. The index that this fund tracks specifically excludes companies that are involved in controversial weapons, tobacco and coal, as well as those failing to comply with United Nations Global Compact norms.

You can find out more about each fund on our fund range page.