Funds in our responsible investing sector
Summary of the thematic equity funds featured in our Responsible Investing sector
The following thematic funds can be found within our Responsible Investing sector for each product range listed below. More details can be found in the relevant fund guide. Visit our interactive fund centres for performance, charting and fund literature such as factsheets and Key Investor Information Documents.
Please note that the below listed mirror funds are subject to a management fee of 1.20% in addition to the OCF detailed in the table below.
Climate Change
Fund name |
Currency options and ISIN |
Morningstar category |
Morningstar Star rating* |
OCF** |
R236 FPIL HSBC Global Equity Climate Change (USD) |
USD - IM00BL6K6R95 |
Global Large-Cap Blend Equity |
5 Stars |
1.85% |
R246 FPIL Pictet Global Environmental Opportunities (USD) |
USD - IM00BNNF9M75 |
Sector Equity Ecology |
4 Stars |
2.02% |
R226 FPIL Schroder Global Climate Change Equity |
USD - IM00BZ1NVL09 |
Sector Equity Ecology |
5 Stars |
1.84% |
Resources and Energy
Fund name |
Currency options and ISIN |
Morningstar category |
Morningstar Star rating* |
OCF** |
R239 FPIL BlackRock Sustainable Energy |
USD - IM00BN7D0K24 |
Sector Equity Alternative Energy |
4 Stars |
1.99% |
R237 FPIL Pictet Timber (USD) |
USD - IM00BMWPW554 |
Sector Equity Natural Resources |
5 Stars |
2.03% |
R238 FPIL RobecoSAM Smart Energy (USD) |
USD - IM00BNNTMG42 |
Sector Equity Alternative Energy |
4 Stars |
1.71% |
Sustainable
Fund name |
Currency options and ISIN |
Morningstar category |
Morningstar Star rating* |
OCF** |
R241 FPIL AB Sustainable Global Thematic (USD) |
USD - IM00BMBV8T08 |
Global Large-Cap Growth Equity |
4 Stars |
1.94% |
R240 FPIL Schroder Global Sustainable Growth (USD) |
USD - IM00BMBV9535 |
Global Large-Cap Growth Equity |
4 Stars |
1.65% |
Human Development
Fund name |
Currency options and ISIN |
Morningstar category |
Morningstar Star rating* |
OCF** |
R245 FPIL RobecoSAM Global Gender Equality Impact (USD) |
USD - IM00BNNTPL00 |
Global Large-Cap Blend Equity |
4 Stars |
1.61% |
R244 FPIL RobecoSAM Sustainable Healthy Living Equities (USD) |
USD - IM00BNNTPC19 |
Global Flex-Cap Equity |
4 Stars |
1.71% |
Multi-Thematic
Fund name |
Currency options and ISIN |
Morningstar category |
Morningstar Star rating* |
OCF** |
R214 FPIL BMO Responsible Global Equity (GBP) |
GBP - GB00BDD22V86 |
Global Large-Cap Growth Equity |
4 Stars |
1.62% |
R195 FPIL BMO Responsible Global Equity (USD) |
USD - IM00BYWYJM22 |
Global Large-Cap Growth Equity |
3 Stars |
1.62% |
R242 FPIL JPM Socially Responsible (USD) |
USD - IM00BM91S817 |
Global Large-Cap Growth Equity |
4 Stars |
1.81% |
Water and Waste
Fund name |
Currency options and ISIN |
Morningstar category |
Morningstar Star rating* |
OCF** |
R243 FPIL RobecoSAM Sustainable Water (USD) |
USD - IM00BNNTP102 |
Sector Equity Water |
4 Stars |
1.71% |
Notes:
Information contained within these tables is sourced from Morningstar® and is correct as at 10 September 2021.
* Morningstar® awards a Star rating based on historic returns adjusted for risk and charges, with the top 10% of funds in a category awarded 5 Stars and the bottom 10% 1 Star.
** Ongoing Charge ("OCF") includes the Annual Management Charge plus other operational expenses of the underlying fund, so better reflects the total costs applied to the underlying fund.
