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.
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.
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.
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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
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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
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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