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How Barclays identifies Impact Investing Funds

At Barclays we see Impact Investing as three potential approaches a fund manager may take to incorporate impact considerations into their investment process.

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.

How companies operate

  • The fund manager considers environmental, social, and governance (ESG) factors when assessing the investment
  • For example, they might invest in companies with leading environmental standards or strong employee safety records.

Social and environmental trends

  • The fund manager looks more broadly at social and⁄or environmental trends for investment opportunities
  • For example, they might invest in companies active in healthy living or sustainable agriculture sectors.

Specific societal issues

  • The fund manager starts with a specific societal challenge and looks for investments that address it
  • For example, they might invest in companies developing treatment for rare diseases or equipment to treat water and waste.

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

Barclays Investments has reviewed the public documents from the fund managers of all the sterling denominated funds and ETFs available to buy on Smart Investor against the above impact criteria. Listed below are all those considered to be Impact Investments.

The impact review does not include an assessment of the quality or effectiveness of the fund manager in taking the approach, nor does it assess the investment process itself and associated performance outcomes. As always you should perform your own review of any 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.

  • Impact investing funds

    Impact criteria - How companies operate

    Fund name

    Sedol for Accumulation unit

    Sedol for Income unit

    Aberdeen Responsible UK Eq

    BMO Responsible Global Equity 2

    BMO Responsible UK Equity 2

    BMO Responsible UK Income 2

    Jupiter Responsible Income

    Janus Henderson Inst Global Responsible Managed

    Sarasin RspsbleGblEq P

    Stewart Investors WW Sust B

    SVM All Europe SRI B

    N/A

    Vanguard SRI European Stk

    N/A

    Vanguard SRI Global Stock

    N/A

    Impact criteria - Social and environmental trends

    Fund name

    Sedol for Accumulation unit

    Sedol for Income unit

    7IM Sustainable Balance C

    Fidelity Gbl Health Care W GBP

    N/A

    Janus Henderson Global Sustainable Equity

    Janus Henderson UK Responsible Inc

    N/A

    Schroder Global Healthcare Z

    Stewart Investors Asia Pac Ldr B

     Stewart Investors IndSbtSusby B

    N/A

    Impact criteria - Specific societal issues

    Fund name

    Sedol for Accumulation unit

    Sedol for Income unit

    Baillie Gifford PostivChng B

    N/A

    Jupiter Ecology

    L&G Future World Gender in Leadership UK Index

    Sarasin Food & Agri Opp P

    Threadneedle UK Scl Bd Z

  • Impact investing ETFs

    Impact criteria - How companies operate

    ETF Name

    Sedol

    iShares MSCI Europe SRI UCITS ETF

    iShares Dow Jones Global Sustainability Screened UCITS ETF

    iShares € Corp Bond SRI 0-3yr UCITS ETF

    iShares MSCI EM SRI UCITS ETF

    iShares MSCI USA SRI UCITS ETF

    UBS ETF (IE) MSCI United Kingdom IMI Socially Responsible UCITS ETF

    Impact criteria - Social and environmental trends

    ETF Name

    Sedol

    iShares Global Water UCITS ETF

    iShares Global Clean Energy UCITS ETF

    iShares Ageing Population UCITS ETF

    iShares S&P 500 Health Care Sector UCITS ETF

    Lyxor Global Gender Equality UCITS ETF

    Lyxor World Water UCITS ETF

    Lyxor MSCI World Health Care TR UCITS ETF

    Impact criteria - Specific societal issues

    ETF Name

    Sedol

    ETFS Pharma Breakthrough GO UCITS ETF

    iShares Healthcare Innovation UCITS ETF

    Lyxor Green Bond (DR) UCITS ETF

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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