How Barclays identifies Impact Investing Funds

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 December 2020.

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.