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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.


Click on the sliders below to see details of the thematic funds for each product range.


AVAILABLE TO - Regular Savings Plan, Oracle, Quantum, Paragon (including Malaysia variants)

Climate Change


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

HSBC GIF Global Equity Climate Change

USD - LU0323239441

Global Large-Cap Blend Equity

4 Stars

1.85%

Ninety One GSF Global Environment

USD - LU1939255532

EUR - LU1939256001

Sector Equity Ecology

-

1.94%

1.95%

Pictet – Global Environmental Opportunities

USD - LU0503632282

EUR - LU0503631714

CHF - LU0503632795

Sector Equity Ecology

4 Stars

2.02%


Resources and Energy


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

BGF Sustainable Energy

USD - LU0124384867

EUR - LU0171289902

Sector Equity Alternative Energy

4 Stars

1.97%

Pictet Timber

USD - LU0340557775

EUR - LU0340559557

Sector Equity Natural Resources

4 Stars

2.03%

RobecoSAM Smart Energy Equities

USD - LU2145461914

EUR - LU2145461757

CHF - LU2145461674

Sector Equity Alternative Energy

4 Stars

1.84%

1.85%

1.84%


Sustainable


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

AB Sustainable Global Thematic Portfolio

USD - LU0069063385

EUR - LU0252218267

AUD Hgd - LU0511384066

EUR Hgd - LU0511383332

Global Large-Cap Growth Equity

3 Stars

-

-

-

2.00%

Schroder ISF Global Sustainable Growth

USD - LU0557290698

EUR Hgd - LU0557291076

Global Large-Cap Growth Equity

3 Stars

-

1.65%

1.68%


Human Development


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

RobecoSAM Global Gender Equality Impact Equities

USD - LU2145459009

EUR - LU2145458969

Global Large-Cap Blend Equity

-

5 Stars

1.78%

1.77%

RobecoSAM Sustainable Healthy Living Equities

USD - LU2146189589

EUR - LU2146189407

Global Flex-Cap Equity

4 Stars

1.84%

1.85%


Multi-Thematic


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

BMO Responsible Global Equity

GBP - GB0030833650

Global Large-Cap Growth Equity

3 Stars

1.62%

JPM Global Socially Responsible

USD - LU0210534813

Global Large-Cap Growth Equity

3 Stars

1.81%

Sarasin Responsible Global Equity

GBP - GB00B43H4F86

Global Large-Cap Growth Equity

2 Stars

1.72%


Water and Waste


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

Pictet Water

USD - LU0255980327

EUR - LU0104884860

Sector Equity Water

4 Stars

2.00%

RobecoSAM Sustainable Water Equities

USD - LU2146191130

EUR - LU2146190835

CHF - LU2146190751

Sector Equity Water

3 Stars

1.85%



AVAILABLE TO - LifePlan

Sustainable


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

Schroder ISF Global Sustainable Growth

USD - LU0557290698

EUR Hgd - LU0557291076

Global Large-Cap Growth Equity

3 Stars

-

1.65%

1.68%


Human Development


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

RobecoSAM Sustainable Healthy Living Equities

USD - LU2146189589

EUR - LU2146189407

Global Flex-Cap Equity

4 Stars

1.84%

1.85%


Multi-Thematic


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

BMO Responsible Global Equity

GBP - GB0030833650

Global Large-Cap Growth Equity

3 Stars

1.62%

Sarasin Responsible Global Equity

GBP - GB00B43H4F86

Global Large-Cap Growth Equity

2 Stars

1.72%


Water and Waste


Fund name

Currency options and ISIN

Morningstar category

Morningstar Star rating*

OCF**

Pictet Water

USD - LU0255980327

EUR - LU0104884860

Sector Equity Water

4 Stars

2.00%




Notes:

Information contained within these tables is sourced from Morningstar® and is correct as at 7 July 2020.


* 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, so better reflects the total costs applied to the fund.

Fund guides and forms

Applicable to Regular Savings plan, Oracle, Quantum and Paragon (including Malaysia variants)



Applicable to LifePlan