From Morningstar: 2024-11-11 04:18:06

Looking to invest in sustainable funds, but unsure where to start? Differentiating nuances of terms like SFDR, SDR, ESG, SRI can be confusing. Some strategies might score highly due to what they hold, like technology funds. It’s important to consider both strategy and returns when making your selection.

Morningstar has highlighted 10 sustainable funds with the highest sustainability rating, a Gold Morningstar Medalist Rating, and the best returns this year. These funds are available in the UK, with a total of 130 share classes to choose from across 42 different funds.

Among the top-rated sustainable funds are FSSA Indian Subcontinent Fund, Robeco QI US Climate Beta Equities, Candriam Sustainable Equity US, Stewart Investors Indian Subcontinent Sustainability Fund, Virtus GF U.S. Small Cap Focus Fund, Flossbach von Storch – Global Emerging Markets Equities, Fidelity Funds – Global Equity Income Fund, Multiflex SICAV – Singularity Fund, M&G Investment Funds – M&G North American Dividend Fund, RBC Funds (Lux) – Emerging Markets Equity Focus Fund.

Here are some key facts about these top-performing funds: FSSA Indian Subcontinent Fund fell 3.03% over the past month, Robeco QI US Climate Beta Equities rose 1.93%, Candriam Sustainable Equity US gained 0.53%, Stewart Investors Indian Subcontinent Sustainability Fund fell 3.18%, Virtus GF U.S. Small Cap Focus Fund gained 4.32%, Flossbach von Storch – Global Emerging Markets Equities rose 0.27%, Fidelity Funds – Global Equity Income Fund fell 2.34%, Multiflex SICAV – Singularity Fund lost 1.47%, M&G North American Dividend Fund gained 2.89%, RBC Funds (Lux) – Emerging Markets Equity Focus Fund fell 3.72%.

All these funds have a Morningstar Sustainability Rating of High and a Morningstar Medalist Rating of Gold, making them top choices for sustainable investing in Europe.



Read more at Morningstar: The Top-Rated Sustainable Funds in 2024