Matching sustainable funds to specific client preferences can be a challenge, especially given fund approaches can vary significantly. In order to help you identify potential solutions for any given client, we’ve grouped the different types of sustainable funds into seven categories.

We have worked with SRI Services to create a categorised list. SRI is an independent business with over three decades of experience in sustainable investments. SRI’s classification system (SRI styles) is based on the key issues a fund considers (such as sustainability, environmental, ethical), as well as the approach taken by the fund (whether its focused, tilted/weighted or with only limited exclusions). Where there is overlap, SRI Services’ experts select the category which best represents a fund’s overall strategy. Additional fund information is received directly from fund managers who have completed the SRI Services research questionnaire. This is a complex area and so the list is not completely comprehensive.