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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

    B131GD1

    B131GH5

    F&C Responsible Gbl Eq 2

    3314504

    B828PQ8

    F&C Responsible UK Eq Gth 2

    3339648

    B8BKZY3

    F&C Responsible UK Income 2

    B4NKFT8

    3314485

    Jupiter Responsible Income

    B40TGH3

    B5ZWNT5

    Janus Henderson Inst Global Responsible Managed

    B4LMJ38

    0503004

    Sarasin RspsbleGblEq P

    B8369M5

    B75JDT0

    Stewart Investors WW Sust B

    B7W3061

    B8319S6

    SVM All Europe SRI B

    B1FL7V4

    N/A

    Vanguard SRI European Stk

    B76VTL9

    N/A

    Vanguard SRI Global Stock

    B76VTN1

    N/A

    Impact criteria - Social and environmental trends

    Fund name

    Sedol for Accumulation unit

    Sedol for Income unit

    7IM Sustainable Balance C

    B1LBFZ8

    B1LBG00

    Fidelity Gbl Health Care W GBP

    BJVDYK8

    N/A

    Janus Henderson Global Sustainable Equity

    B71DPP6

    0503004

    Janus Henderson UK Responsible Inc

    N/A

    0503037

    Pictet Clean Energy I dy GBP

    B516829

    N/A

    Pictet GlbEnvrOpp I dy GBP

    B4YWL06

    N/A

    Pictet Health I dy GBP

    B5168K7

    N/A

    Pictet Nutrition I dy GBP

    B54YLC1

    N/A

    Pictet Timber I dy GBP

    B51SHR3

    N/A

    Pictet Water I dy GBP

    B516BZ3

    N/A

    Schroder Global Healthcare Z

    B76V7Q0

    B76V7R1

    Stewart Investors Asia Pac Ldr B

    3387476

    B57S0V2

    Stewart Investors Ind Sbnt B

    B1FXTG9

    N/A

    Impact criteria - Specific societal issues

    Fund name

    Sedol for Accumulation unit

    Sedol for Income unit

    Baillie Gifford PostivChng B

    BYVGKV5

    N/A

    Jupiter Ecology

    B4KLC26

    B7W6PR6

    L&G Future World Gender in Leadership UK Index

    BF2LS45

    BFX1T29

    Sarasin Food & Agri Opp P

    B77DTQ9

    B8GJCL1

    Threadneedle UK Scl Bd Z

    BF23379

    BF23391

  • Impact investing ETFs

    Impact criteria - How companies operate

    ETF Name

    Sedol

    iShares MSCI Europe SRI UCITS ETF

    B54XHW0

    iShares Dow Jones Global Sustainability Screened UCITS ETF

    B52FK41

    iShares € Corp Bond SRI 0-3yr UCITS ETF

    BY7RGM5

    iShares MSCI EM SRI UCITS ETF

    BYVK5H8

    iShares MSCI USA SRI UCITS ETF

    BYVK5J0

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

    BMP3HN9

    Impact criteria - Social and environmental trends

    ETF Name

    Sedol

    iShares Global Water UCITS ETF

    B1TXK62

    iShares Global Clean Energy UCITS ETF

    B1Y9MZ8

    iShares Ageing Population UCITS ETF

    BYYLQM0

    iShares S&P 500 Health Care Sector UCITS ETF

    B40VB96

    Lyxor Global Gender Equality UCITS ETF

    BF59HR2

    Lyxor World Water UCITS ETF

    B8C0D37

    Lyxor MSCI World Health Care TR UCITS ETF

    B3LT1Q9

    Impact criteria - Specific societal issues

    ETF Name

    Sedol

    ETFS Pharma Breakthrough GO UCITS ETF

    BDT5BG9

    iShares Healthcare Innovation UCITS ETF

    BYYLQN1

    Lyxor Green Bond (DR) UCITS ETF

    BF0BYD8

Placing a fund or ETF order

You can purchase this investment by searching for the Sedol of the Fund or ETF.

If you’re looking to place a fund order, watch our short video to understand the steps you’ll need to go through, from researching the available funds to placing your order.

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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