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How Barclays identifies Impact Investing Funds

At Barclays we identify impact 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 December 2020.

  • Impact investing funds
    Impact investing funds
    Fund name Sedol for Accumulation units Sedol for Income units
    7IM Sustainable Balance C B1LBFZ8 B1LBG00
    Aberdeen Responsible UK Eq B131GD1 B131GH5
    Baillie Gifford Gbl Stwrdshp B BYNK7G9 N/A
    Baillie Gifford PostivChng B BYVGKV5 N/A
    BlackRock BGF Sustainable Energy Fund D4 GBP N/A B62H2K4
    BMO Responsible Global Equity 2 3314504 B828PQ8
    BMO Responsible UK Equity 2 3339648 B8BKZY3
    BMO Responsible UK Income 2 B4NKFT8 3314485
    Fundsmith Sustainable Equity I BF0V6P4 BF0V6Q5
    FP WHEB Sustainability C B8HPRW4 BHBFFN0
    Guinness Sustainable Energy Y GBP
    BFYV9L7
    N/A
    Janus Henderson Global Sustainable Equity B71DPP6 0503004
    Janus Henderson Inst Global Responsible Managed B4LMJ38 N/A
    Janus Henderson UK Responsible Inc N/A 0503037
    Jupiter Ecology B4KLC26 B7W6PR6
    Jupiter Responsible Income B40TGH3 B5ZWNT5
    L&G Future World Gender in Leadership UK Index BF2LS45 BFX1T29
    L&G Future World ESG Developed Index I BYWQWW9 N/A
    M&G Gbl Lst Inf I A BF00R92 BF00R81
    Ninety One Global Environment I BKT89K7 N/A
    Royal London Ethical Bond M BJ4KSX7 BJ4KSY8
    Sarasin RspsbleGblEq P B8369M5 B75JDT0
    Schroder ISF Global Energy Transition C Hedged GBP BK4Q6D8 N/A
    Stewart Investors WW Sust B B7W3061 B8319S6
    SVM All Europe SRI B B1FL7V4 N/A
    Threadneedle UK Scl Bd Z BF23379 BF23391
    Vanguard SRI European Stk B76VTL9 N/A
    Vanguard SRI Global Stock B76VTN1 N/A
    VT Gravis Clean Egy Inc C BFN4H79 BFN4H46
  • Impact investing ETFs
    Impact investing ETFs
    ETF Name Sedol
    Amundi Index Solutions MSCI Europe SRI UCITS ETF DR GBP DIS BKPJ3M4
    iShares € Corp Bond SRI 0-3yr UCITS ETF BY7RGM5
    iShares Dow Jones Global Sustainability Screened UCITS ETF B52FK41
    iShares Global Clean Energy UCITS ETF B1Y9MZ8
    Ishares Iv PLC ISH MSCI EM ESG ACC BKLFYY5
    Ishares Vi PLC IS EDG EUR MNVL ESG _A
    BMQ5XJ2
    Ishares Vi PLC IS EDG US MNVL ESG $A BMQ5XH0
    Ishares Vi PLC IS EDG WD MNVL ESG $A BMQ5WZ1
    iShares IV PLC ED MSCI EM ESG Enhanced UCITS ETF GBP ACC BKLFYY5
    iShares MSCI EM SRI UCITS ETF BYVK5H8
    iShares MSCI EMU ESG Enhanced UCITS ETF BHZPHZ2
    iShares MSCI EMU ESG Screened UCITS ETF-GBP-A BG87QH3
    iShares MSCI EMU ESG Screened UCITS ETF-GBP-D BGHCJF8
    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 IV PLC MSCI JAP ESG Enhanced UCITS ETF GBP DIS BMD7TS2
    iShares IV PLC MSCI USA ESG Enhanced UCITS ETF GBP DIS BMD7TP9
    iShares MSCI USA SRI UCITS ETF BYVK5J0
    iShares Thomson Reuters Inclusion and Diversity UCITS ETF BD0B9B7
    L&G Asia Pacific ex Japan Equity UCITS ETF BF5CY69
    L&G Clean Water UCITS ETF BKF3DC6
    L&G Europe ex UK Equity UCITS ETF BF5CY58
    L&G Japan Equity UCITS ETF BF5CY47
    L&G UK Equity UCITS ETF BF5CXS4
    L&G US Equity UCITS ETF BF5CY14
    Lyxor Global Gender Equality UCITS ETF BF59HR2
    Lyxor Green Bond (DR) UCITS ETF BF0BYD8
    Lyxor Index Fund SICAV MSCI Smart CTS ESG F DR U ETF USD ACC BJP5165
    Multi Units France LY NEW ENERGY (DR) 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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