How Barclays identifies ESG Funds

At Barclays we identify ESG funds and ETFs by focusing on information provided by the fund manager in the KIID they issue about the fund.

How our experts pinpoint funds and ETFs with an ESG flavour

At Barclays our approach to tracking down ESG funds and ETFs centres on the information provided by the fund manager in the Key Investor Information Document (KIID) they issue about the fund. We consider funds to fit the bill for consideration if the manager’s objective or investment approach in the KIID includes environmental, social, and governance (ESG) factors. We believe this approach to identifying ESG funds is robust and objective as it’s directly linked to the fund groups’ own regulatory submissions.

Whilst there is growing evidence that the risk-adjusted returns from sustainable investment strategies do as well or outperform traditional strategies, because this is a broad and developing area we cannot draw any concrete conclusions about its expected returns as a whole.

The value of investments can fall as well as rise; you may not get back what you invest. If you’re not sure about investing, seek independent advice.

Choose between ESG Funds or ESG Exchange Traded Funds (ETFs)

Barclays Investments have used the ESG criteria mentioned above to review the KIID documents of all the funds and ETFs available to buy on Smart Investor, that are priced in sterling. Listed below are all those we therefore consider to be ESG funds or ETFs.

The review of ESG objectives and approaches doesn’t include an assessment of the quality or effectiveness of the fund manager in taking this approach, nor does it assess the manager’s investment process itself and the associated performance outcomes. As always, you should perform your own review of a product before you invest to ensure it is appropriate for your needs. Mentioning these individual products does not provide a recommendation. If you're unsure where to invest, seek professional advice.

Our review of products is carried out every six months. Details correct as at August 2021.

  • ESG funds
    ESG funds
    Fund name Sedol for Accumulation units Sedol for Income units
    7IM Sustainable Balance C B1LBFZ8 B1LBG00
    ASI UK Sustainable and Responsible Investment Equity I B131GD1 B131GH5
    Aegon Global Sustainable Equity B BYZJ344 N/A
    Baillie Gifford Gobal Stewardship B BYNK7G9 N/A
    Baillie Gifford Postive Change B BYVGKV5 N/A
    BlackRock BGF Future of Transport D2 Hedged GBP BG094J5 N/A
    BlackRock BGF Sustainable Energy Fund D4 GBP N/A B62H2K4
    BlackRock MyMap 5 Select ESG D BFBFYX9 N/A
    BMO Responsible Global Equity 2 3314504 B828PQ8
    BMO Responsible UK Equity 2 3339648 B8BKZY3
    BMO Responsible UK Income 2 B4NKFT8 3314485
    BNY Mellon Sustainable Global Dynamic Bond Inst W  BJBKC38 BJBKC49
    BNY Mellon Sustainable Global Equity Inst W BF0WBJ6 BF0WBK7
    BNY Mellon Sustainable Global Equity Income Inst W  BJ066Z7 BJ06709
    BNY Mellon Sustainable Real Return Inst W BD6DRD5 BD6DRF7
    BNY Mellon Sustainable Sterling Bond Inst W  BF0WC82 BF0WC93
    Fundsmith Sustainable Equity I BF0V6P4 BF0V6Q5
    FP WHEB Sustainability C B8HPRW4 BHBFFN0
    Guinness Sustainable Energy Y GBP
    Janus Henderson Global Sustainable Equity I B71DPP6 0503004
    Janus Henderson Inst Global Responsible Managed I B4LMJ38 N/A
    Janus Henderson UK Responsible Income I N/A 0503037
    Jupiter Ecology B4KLC26 B7W6PR6
    Jupiter Global Sustainable Equities I BKPX3M6 BKPX3L5
    Jupiter Responsible Income I B40TGH3 B5ZWNT5
    L&G Future World ESG Developed Index I BYWQWW9 N/A
    L&G Future World ESG UK Index I BJH4XV9 BJH4X97
    M&G Climate Solutions I  BNC0XR6 BNC0XS7
    M&G Gbl Lst Inf I A BF00R92 BF00R81
    LF Montanaro Better World A  BJRCFP1 N/A
    Ninety One Global Environment J BMXZ878 N/A
    Rathbone Greenbank Global Sustainability S BDZVKB9 BDZVK97
    Royal London Ethical Bond M BJ4KSX7 BJ4KSY8
    Royal London Global Sustainable Equity M BL6V058 N/A
    Royal London Sustainable Leaders Trust C B7V23Z9 B8HTH59
    Sarasin Responsible Gbobal Equity P B8369M5 B75JDT0
    Schroder ISF Global Energy Transition C Hedged GBP BK4Q6D8 N/A
    Stewart Investors Worldwide Sustainable B B7W3061 B8319S6
    SVM All Europe SRI B B1FL7V4 N/A
    Threadneedle UK Social Bond ZNA BF23379 BF23391
    Trojan Ethical X BKTW4R1 BKTW4S2
    Vanguard SRI European Stock Institutional B76VTL9 N/A
    Vanguard ESG Developed World All Cap Equity Index Acc GBP B76VTN1 N/A
    VT Gravis Clean Energy Income C BFN4H79 BFN4H46
  • ESG ETFs
    ESG ETFs
    ETF Name Sedol
    Amundi Index Solutions MSCI Europe SRI UCITS ETF DR GBP DIS BKPJ3M4
    Fidelity Sustainable Research Enhanced Emerging Markets Equity UCITS ETF Acc BM7SY64
    Fidelity Sustainable Research Enhanced Japan Equity UCITS ETF GBP BMWXL29
    Fidelity Sustainable Research Enhanced Pacific ex-Japan Equity UCITS ETF Acc BMWXL52
    Fidelity Sustainable Global Corporate Bond Multifactor UCITS ETF ACC GBP H BN47PD5
    Fidelity Sustainable Global Corporate Bond Multifactor UCITS ETF INC BN47PJ1
    Fidelity Sustainable USD EM Bond UCITS ETF ACC GBP H BN47PN5
    Fidelity Sustainable USD EM Bond UCITS ETF INC USD BN47PQ8
    HANETF AuAg ESG Gold Mining UCITS ETF - Acc BMTR0V6
    HANetf iClima Distributed Renewable Energy UCITS ETF Acc GBP BLCHHC6
    HAN iClima Global Decarbonisation Enablers UCITS ETF GBP acc BLF0M83
    iShares € Corp Bond SRI 0-3yr UCITS ETF BY7RGM5
    iShares £ Ultrashort Bond ESG UCITS ETF GBP Dis BJP26F0
    iShares Dow Jones Global Sustainability Screened UCITS ETF B52FK41
    iShares Global Clean Energy UCITS ETF B1Y9MZ8
    iShares MSCI EM ESG Enhanced UCITS ETF Acc GBP BKLFYY5
    iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF EUR ACC BMQ5XJ2
    iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF USD ACC BMQ5XH0
    iShares Edge MSCI World Minimum Volatility ESG UCITS ETF USD ACC BMQ5WZ1
    iShares MSCI EMU ESG Screened UCITS ETF-GBP-A BG87QH3
    iShares MSCI Europe ESG Enhanced UCITS ETF-EUR-D BHZPJ67
    iShares MSCI Europe ESG Screened UCITS ETF-GBP-A BGHCJG9
    iShares MSCI Europe ESG Screened UCITS ETF-GBP-D BGHCJH0
    iShares MSCI Europe SRI UCITS ETF B54XHW0
    iShares MSCI Japan ESG Enhanced UCITS ETF GBP BMD7TS2
    iShares Thomson Reuters Inclusion and Diversity UCITS ETF BD0B9B7
    L&G Asia Pacific ex Japan Equity UCITS ETF BF5CY69
    L&G Clean Energy UCITS ETF USD Acc BKF3BD3
    L&G Clean Water UCITS ETF BKF3DC6
    L&G ESG Green Bond UCITS ETF EUR Dis BM90JR4
    L&G Europe ex UK Equity UCITS ETF BF5CY58
    L&G Hydrogen Economy UCITS ETF USD Acc BM90KT3
    L&G Japan Equity UCITS ETF BF5CY47
    L&G US Equity UCITS ETF BF5CY14
    Lyxor Global Gender Equality UCITS ETF BF59HR2
    Lyxor Green Bond (DR) UCITS ETF BF0BYD8
    Lyxor MSCI Smart Cities ESG Filtered (DR) UCITS ETF - Acc BJP5165
    Lyxor New Energy (DR) UCITS ETF - Dis BKSBG95
    UBS ETF (IE) MSCI United Kingdom IMI Socially Responsible UCITS ETF BMP3HN9
    Xtrackers ESG MSCI Europe UCITS ETF BF2L4L4

Placing a fund or ETF order

You can purchase this investment by logging into your account and searching for the Sedol of the Fund or ETF.

The value of investments can fall as well as rise and you could get back less than you invest. If you’re not sure about investing, seek independent advice.

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