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How Barclays identifies ESG Funds

At Barclays we identify ESG 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 January 2022.

  • ESG funds
    ESG funds
    Fund name Sedol for Accumulation units Sedol for Income units
    7IM Sustainable Balance C B1LBFZ8 B1LBG00
    Aberdeen Standard SICAV I Emerging Markets Sustainable Development Equity X GBP BNGJKQ7 N/A
    ASI Europe ex UK Ethical Equity P1 B3N2478 N/A
    ASI Global Sustainable and Responsible Investment Equity I 0683393 0683382
    ASI Multi Manager Ethical Portfolio I B87TVT1 B8868L2
    ASI UK Ethical Equity Ret P1 B6Y80X4 BVFNS39
    ASI UK Sustainable and Responsible Investment Equity I B131GD1 B131GH5
    Aegon Ethical Cautious Managed B B7V2CD0 B7TCPG6
    Aegon Ethical Corporate Bond B B018K35 B0C4RP3
    Aegon Ethical Equity B 0745088 B8FZHY8
    Aegon Global Sustainable Equity B BYZJ344 N/A
    Aegon Sustainable Diversified Growth B B625LX4 N/A
    Aegon Sustainable Equity B 0727451 N/A
    Artemis Positive Future I BMVH597 BMVH5B9
    AXA Ethical Distribution Z 0540926 B3FKKK5
    Baillie Gifford Global Stewardship B BYNK7G9 N/A
    Baillie Gifford Positive Change B BYVGKV5 N/A
    BlackRock BGF Future of Transport D2 Hedged GBP BG094J5 N/A
    BlackRock BGF Sustainable Energy D4 GBP N/A B62H2K4
    BlackRock MyMap 5 Select ESG D BFBFYX9 N/A
    BMO Responsible Global Equity 2 3314504 B828PQ8
    BMO Responsible Sterling Corporate Bond C N/A B4RB3Z9
    BMO Responsible UK Equity 2 3339648 B8BKZY3
    BMO Responsible UK Income 2 B4NKFT8 3314485
    BMO Sustainable Opportunities Global Equity C BYZ62V5 N/A
    BNY Mellon Sustainable Global Dynamic Bond Inst W BJBKC38 BJBKC49
    BNY Mellon Sustainable Global Equity Inst W BF0WBJ6 BF0WBK7
    BNY Mellon Sustainable Global Equity Income Inst W BJ066Z7 BJ06709
    BNY Mellon Sustainable Real Return Inst W BD6DRD5 BD6DRF7
    BNY Mellon Sustainable Sterling Bond Inst W BF0WC82 BF0WC93
    Close Sustainable Bond Portfolio X B7V89J3 B7SK9B4
    EdenTree Responsible and Sustainable European Equity B N/A 0844833
    EdenTree Responsible and Sustainable Global Equity B N/A 0844907
    EdenTree Responsible and Sustainable Sterling Bond B N/A B2PF8D2
    EdenTree Responsible and Sustainable UK Equity B N/A 0937175
    EdenTree Responsible and Sustainable UK Equity Opportunities B N/A 0844606
    Fidelity Sustainable Asia Equity W B84Q8M7 N/A
    Fidelity Sustainable Consumer Brands W GBP BJVDYX1 N/A
    Fidelity Sustainable European Equity W B828751 N/A
    Fidelity Sustainable Eurozone Equity Fund Y EUR B27ZKZ6 N/A
    Fidelity Sustainable Japan Equity Y JPY B27ZLL9 N/A
    Fundsmith Sustainable Equity I BF0V6P4 BF0V6Q5
    FP WHEB Sustainability C B8HPRW4 BHBFFN0
    Guinness Sustainable Energy Y GBP BFYV9L7 N/A
    Invesco Responsible Japanese Equity Value Discovery Z B8N44W4 N/A
    Janus Henderson Global Sustainable Equity I B71DPP6 503004
    Janus Henderson Global Responsible Managed I B4LMJ38 N/A
    Janus Henderson UK Responsible Income I N/A 0503037
    Jupiter Ecology I B4KLC26 B7W6PR6
    Jupiter Global Sustainable Equities I BKPX3M6 BKPX3L5
    Jupiter Responsible Income I B40TGH3 B5ZWNT5
    L&G Future World ESG Developed Index I BYWQWW9 N/A
    L&G Future World ESG UK Index I BJH4XV9 BJH4X97
    L&G MSCI World Socially Responsible Investment (SRI) Index I B0CNH94 B0CNH83
    Liontrust UK Ethical 2 B8HCSD3 N/A
    M&G Climate Solutions I BNC0XR6 BNC0XS7
    M&G Global Listed Infrastructure I BF00R92 BF00R81
    LF Montanaro Better World A BJRCFP1 N/A
    Ninety One Global Environment J BMXZ878 N/A
    Ninety One Global Multi-Asset Sustainable Growth I B6ZX2Q5 B7M0MB1
    Pictet Clean Energy I dy GBP N/A B516829
    Pictet Health I dy GBP N/A B5168K7
    Pictet Water I dy GBP N/A B516BZ3
    Premier Miton Ethical C BTHH062 0407300
    Premier Miton Global Sustainable Growth C B6740K6 B68FGC2
    Quilter Investors Ethical Equity R B8RZ2W9 N/A
    Rathbone Ethical Bond I B77DQT1 B7FQJT3
    Rathbone Greenbank Global Sustainability S BDZVKB9 BDZVK97
    Royal London Emerging Markets ESG Leaders Equity Tracker Z BZ8FWL6 N/A
    Royal London Ethical Bond M BJ4KSX7 BJ4KSY8
    Royal London Global Sustainable Equity M BL6V058 N/A
    Royal London Sustainable Diversified Trust C B79LTQ1 B844WJ6
    Royal London Sustainable Leaders Trust C B7V23Z9 B8HTH59
    Royal London Sustainable Managed Growth Trust C B8H7XS8 B8K34M4
    Royal London Sustainable Managed Income Trust C B8HNKY1 B84PHQ1
    Royal London Sustainable World Trust C B882H24 B8GG632
    Sarasin Responsible Global Equity P B8369M5 B75JDT0
    Schroder Global Energy Transition Z BF781K8 BF781J7
    Schroder ISF Global Energy Transition C Hedged GBP BK4Q6D8 N/A
    Schroder Sustainable UK Equity Z 3231272 3231261
    Stewart Investors Global Emerging Markets Sustainability B B64TS99 N/A
    Stewart Investors Indian Subcontinent Sustainability B B1FXTG9 N/A
    Stewart Investors Worldwide Leaders Sustainability B 3097872 N/A
    Stewart Investors Worldwide Sustainable B B7W3061 B8319S6
    SVM All Europe SRI B B1FL7V4 N/A
    Threadneedle UK Social Bond ZNA BF23379 BF23391
    Trojan Ethical X BKTW4R1 BKTW4S2
    Unicorn UK Ethical Income B BYQCS25 BYP2Y51
    Vanguard SRI European Stock Institutional B76VTL9 N/A
    Vanguard ESG Developed World All Cap Equity Index Acc GBP B76VTN1 N/A
    VT Gravis Clean Energy Income C BFN4H79 BFN4H46
  • ESG ETFs
    ESG ETFs
    ETF Name Sedol EPIC
    Amundi Index MSCI EMU ESG Leaders Select UCITS ETF DR BYQMLM6 CMU
    AMUNDI INDEX MSCI EUROPE SRI - UCITS ETF DR GBP DIS BKPJ3M4 ESDG
    Fidelity Sustainable Research Enhanced Emerging Markets Equity UCITS ETF Acc BM7SY64 FEMS
    Fidelity Sustainable Research Enhanced Japan Equity UCITS ETF GBP BMWXL29 FJPS
    Fidelity Sustainable Research Enhanced Pacific ex-Japan Equity UCITS ETF Acc BMWXL52 FPXS
    Fidelity Sustainable Global Corporate Bond Multifactor UCITS ETF ACC GBP H BN47PD5 FSMP
    Fidelity Sustainable Global Corporate Bond Multifactor UCITS ETF INC BN47PJ1 FSMG
    Fidelity Sustainable USD EM Bond UCITS ETF ACC GBP H BN47PN5 FEMP
    Fidelity Sustainable USD EM Bond UCITS ETF INC USD BN47PQ8 FSED
    HANETF AuAg ESG Gold Mining UCITS ETF - Acc BMTR0V6 ESGP
    HANETF CLIMA SMART ENERGY UCITS ETF - ACC A GBP BLCHHC6 DGEP
    HANETF ICAV SATURNA SUSTAINABLE ESG EQTY HANZERO ACC BMGS7T9 SESP
    HANETF SOLAR ENERGY UCITS ETF ACC GBX BMTR1D5 TANP
    HANetf iClima Distributed Renewable Energy UCITS ETF Acc GBP BLCHHC6 DGEP
    HanETF Spark Change Physical Carbon EUA ETC BNLYQC5 CO2P
    HAN iClima Global Decarbonisation Enablers UCITS ETF GBP acc BLF0M83 CLMP
    HANetf S&P Global Clean Energy Select HANzero UCITS ETF BMTR0G1 ZERP
    iShares £ Ultrashort Bond ESG UCITS ETF GBP Dis BJP26F0 UESD
    iShares € Corp Bond SRI 0-3yr UCITS ETF BY7RGM5 SUSS
    iShares Dow Jones Global Sustainability Screened UCITS ETF B52FK41 IGSG
    iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF EUR ACC BMQ5XJ2 MVEE
    iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF USD ACC BMQ5XH0 MVEA
    iShares Edge MSCI World Minimum Volatility ESG UCITS ETF USD ACC BMQ5WZ1 MVEW
    iShares Global Clean Energy UCITS ETF B1Y9MZ8 INRG
    iShares MSCI EM ESG Enhanced UCITS ETF BKLFYH8 EGDM
    iShares MSCI EM ESG Enhanced UCITS ETF Acc GBP BKLFYY5 EDG2
    iShares MSCI EM IMI ESG Screened UCITS ETF (Acc) BKLGBT2 SEGM
    iShares MSCI EM IMI ESG Screened UCITS ETF (Dist) BKLGBR0 GEDM
    iShares MSCI EM SRI UCITS ETF BYVK5H8 SUES
    iShares MSCI EMU ESG Enhanced UCITS ETF BHZPHZ2 EMUD
    iShares MSCI EMU ESG Screened UCITS ETF-GBP-A BG87QH3 SAUM
    iShares MSCI EMU ESG Screened UCITS ETF-GBP-D BGHCJF8 SMUD
    iShares MSCI Europe ESG Enhanced UCITS ETF-EUR-D BHZPJ67 EEUD
    iShares MSCI Europe ESG Screened UCITS ETF-GBP-A BGHCJG9 SAEU
    iShares MSCI Europe ESG Screened UCITS ETF-GBP-D BGHCJH0 SDUE
    iShares MSCI Europe SRI UCITS ETF B54XHW0 IESG
    iShares MSCI Japan ESG Enhanced UCITS ETF GBP BMD7TS2 EEJG
    iShares MSCI USA ESG Enhanced UCITS ETF GBP BMD7TP9 EEDG
    iShares MSCI USA ESG Screened UCITS ETF (Acc) BKLFZ08 GPSA
    iShares MSCI USA ESG Screened UCITS ETF Acc BFNM3G4 SASU
    iShares MSCI USA SRI UCITS ETF BYVK5J0 SUUS
    iShares MSCI World ESG Enhanced UCITS ETF Acc GBP BKLFZ64 EGMW
    iShares MSCI World ESG Enhanced UCITS ETF Inc GBP BKLFZ20 EEWG
    iShares Thomson Reuters Inclusion and Diversity UCITS ETF BD0B9B7 OPEN
    L&G Asia Pacific ex Japan Equity UCITS ETF BF5CY69 LGAG
    L&G Clean Energy UCITS ETF USD Acc BKF3BD3 RENG
    L&G Clean Water UCITS ETF BKF3DC6 GLGG
    L&G ESG Emerging Markets Corporate Bond BMBVBT1 EMAG
    L&G ESG Green Bond UCITS ETF EUR Dis BM90JR4 GBNG
    L&G Europe ex UK Equity UCITS ETF BF5CY58 LGEG
    L&G Hydrogen Economy UCITS ETF USD Acc BM90KT3 HTWG
    L&G Japan Equity UCITS ETF BF5CY47 LGJG
    L&G Quality Equity Dividends ESG Exclusions Emerging Markets UCITS ETF BM90JP2 LDME
    L&G UK Equity UCITS ETF BF5CXS4 LGUK
    L&G US Equity UCITS ETF BF5CY14 LGUG
    L&G ESG Emerging Markets Corporate Bond UCITS ETF BMBVBT1 EMAG
    Lyxor Global Gender Equality UCITS ETF BF59HR2 GEND
    Lyxor Green Bond (DR) UCITS ETF BF0BYD8 CLIM
    Lyxor MSCI Digital Economy ESG Filtered BJP5176 EBUY
    Lyxor MSCI Disruptive Technology ESG BJP5187 DTEC
    Lyxor MSCI Future Mobility ESG Filtered BJP5198 ELCR
    Lyxor MSCI Millennials ESG BJP51B0 MILL
    Lyxor MSCI EM ESG Leaders Extra Acc BK5X5K8 LESG
    Lyxor MSCI Europe ESG Leaders (DR) UCITS BK5X5G4 ESGL
    Lyxor MSCI Japan ESG Leaders Extra DHGBP BF1CV95 JPXX
    Lyxor MSCI Japan ESG Leaders Extra (DR)  BF0QVZ4 JPXG
    Lyxor MSCI Smart Cities ESG Filtered (DR) UCITS ETF - Acc BJP5165 IQCY
    Lyxor MSCI USA ESG Leaders Extra (DR) BK5X5J7 LESU
    Lyxor MSCI World ESG Leaders Extra (DR)  BK5X5H5 LESW
    Lyxor New Energy (DR) UCITS ETF - Dis BKSBG95 NRJL
    RIZE ENVIRONMENTAL IMPACT 100 UCITS ETF BNM5H68 LVNG
    RIZE SUSTAINABLE FUTURE OF FOOD UCITS ETF BMY7CW6 FOGB
    UBS ETF (IE) MSCI United Kingdom IMI Socially Responsible UCITS ETF BMP3HN9 UKSR
    Xtrackers ESG MSCI Europe UCITS ETF BF2L4L4 XZEU
    Xtrackers MSCI EM Latam ESG Swap UCITS ETF 1C GBP Acc B1WKQ28 XMLA
    Xtrackers MSCI EM Europe Middle East & Africa ESG Swap UCITS ETF 1C USD Acc B24CX06 XMXD
    Xtrackers MSCI UK ESG UCITS ETF 1D GBP Dist B1WK2H5 XASX

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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