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Summary of the thematic equity funds featured in our Responsible Investing sector
The following thematic funds can be found within our Responsible Investing sector for each product range listed below. More details can be found in the relevant fund guide. Visit our interactive fund centres for performance, charting and fund literature such as factsheets and Key Investor Information Documents.
Click on the sliders below to see details of the thematic funds for each product range.
AVAILABLE TO - Regular Savings Plan, Oracle, Quantum, Paragon (including Malaysia variants)
Climate Change
Fund name
Currency options and ISIN
Morningstar category
Morningstar Star rating*
OCF**
HSBC GIF Global Equity Climate Change
USD - LU0323239441
Global Large-Cap Blend Equity
5 Stars
1.85%
Ninety One GSF Global Environment
USD - LU1939255532
EUR - LU1939256001
Sector Equity Ecology
-
1.94%
1.95%
Pictet – Global Environmental Opportunities
USD - LU0503632282
EUR - LU0503631714
CHF - LU0503632795
Sector Equity Ecology
4 Stars
2.02%
Resources and Energy
Fund name
Currency options and ISIN
Morningstar category
Morningstar Star rating*
OCF**
BGF Sustainable Energy
USD - LU0124384867
EUR - LU0171289902
Sector Equity Alternative Energy
4 Stars
1.97%
Pictet Timber
USD - LU0340557775
EUR - LU0340559557
Sector Equity Natural Resources
5 Stars
2.03%
RobecoSAM Smart Energy Equities
USD - LU2145461914
EUR - LU2145461757
CHF - LU2145461674
Sector Equity Alternative Energy
4 Stars
1.71%
Sustainable
Fund name
Currency options and ISIN
Morningstar category
Morningstar Star rating*
OCF**
AB Sustainable Global Thematic Portfolio
USD - LU0069063385
EUR - LU0252218267
GBP - LU0592692320
AUD Hgd - LU0511384066
EUR Hgd - LU0511383332
Global Large-Cap Growth Equity
3 Stars
-
4 Stars
-
-
2.00%
Schroder ISF Global Sustainable Growth
USD - LU0557290698
EUR Hgd - LU0557291076
Global Large-Cap Growth Equity
4 Stars
-
1.65%
1.68%
Human Development
Fund name
Currency options and ISIN
Morningstar category
Morningstar Star rating*
OCF**
RobecoSAM Global Gender Equality Impact Equities
USD - LU2145459009
EUR - LU2145458969
Global Large-Cap Blend Equity
-
5 Stars
1.61%
RobecoSAM Sustainable Healthy Living Equities
USD - LU2146189589
EUR - LU2146189407
Global Flex-Cap Equity
4 Stars
1.71%
Multi-Thematic
Fund name
Currency options and ISIN
Morningstar category
Morningstar Star rating*
OCF**
BMO Responsible Global Equity
GBP - GB0030833650
Global Large-Cap Growth Equity
3 Stars
1.62%
JPM Global Socially Responsible
USD - LU0210534813
Global Large-Cap Growth Equity
3 Stars
1.81%
Sarasin Responsible Global Equity
GBP - GB00B43H4F86
Global Large-Cap Growth Equity
2 Stars
1.72%
Water and Waste
Fund name
Currency options and ISIN
Morningstar category
Morningstar Star rating*
OCF**
Pictet Water
USD - LU0255980327
EUR - LU0104884860
Sector Equity Water
3 Stars
2.00%
RobecoSAM Sustainable Water Equities
USD - LU2146191130
EUR - LU2146190835
CHF - LU2146190751
Sector Equity Water
3 Stars
1.71%
AVAILABLE TO - LifePlan
Sustainable
Fund name
Currency options and ISIN
Morningstar category
Morningstar Star rating*
OCF**
Schroder ISF Global Sustainable Growth
USD - LU0557290698
EUR Hgd - LU0557291076
Global Large-Cap Growth Equity
4 Stars
-
1.65%
1.68%
Human Development
Fund name
Currency options and ISIN
Morningstar category
Morningstar Star rating*
OCF**
RobecoSAM Sustainable Healthy Living Equities
USD - LU2146189589
EUR - LU2146189407
Global Flex-Cap Equity
4 Stars
1.71%
Multi-Thematic
Fund name
Currency options and ISIN
Morningstar category
Morningstar Star rating*
OCF**
BMO Responsible Global Equity
GBP - GB0030833650
Global Large-Cap Growth Equity
3 Stars
1.62%
Sarasin Responsible Global Equity
GBP - GB00B43H4F86
Global Large-Cap Growth Equity
2 Stars
1.72%
Water and Waste
Fund name
Currency options and ISIN
Morningstar category
Morningstar Star rating*
OCF**
Pictet Water
USD - LU0255980327
EUR - LU0104884860
Sector Equity Water
3 Stars
2.00%
Notes:
Information contained within these tables is sourced from Morningstar® and is correct as at 2 December 2020.
* Morningstar® awards a Star rating based on historic returns adjusted for risk and charges, with the top 10% of funds in a category awarded 5 Stars and the bottom 10% 1 Star.
** Ongoing Charge (“OCF”) includes the Annual Management Charge plus other operational expenses, so better reflects the total costs applied to the fund.
