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 MorningstarĀ® and is correct as at 10 September 2021.

* MorningstarĀ® 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.