Sustainable Investment Finder

We’ve worked with SRI Services to create a helpful list of the funds on our platform that may be appropriate for clients with an interest in sustainability and ESG-related issues. They are categorised within SRI Styles, and these must not be confused with the sustainable investment labels introduced by the Financial Conduct Authority (FCA).

Fund strategies vary. Most of these funds integrate environmental, social and governance (ESG) issues into their investment research. However, where they invest will vary as managers focus on different aspects of ESG and have different thresholds. Funds with a greater emphasis on stewardship and engagement are more likely to invest in controversial companies – often with the aim of improving them. These are mostly found in the ‘ESG weighted’ and ‘Limited exclusions’ styles. Or they may seek to invest in companies that are displaying leadership or solving challenges from a sustainability perspective. Some also seek to have a positive impact on the environment or society. These are mostly found in the ‘select’ or ‘focused’ styles.

Client preferences vary and this is a diverse, dynamic and complex area, so the list is not completely comprehensive. From 31 July 2024, some of these funds may have an FCA sustainable investment label but we do not show those labels in this tool. Please check a fund’s factsheet, prospectus and/or Key Investor Information Document for full details on its investment approach/policy and whether or not it applies an FCA sustainable investment label.

SRI is an independent business with over three decades of experience in sustainable investments, founded by Julia Dreblow. The company's mission is to help change the way people invest, by making it easier to bring environmental, social and ethical issues into their financial planning.

We’ve worked with our partner, SRI Services, to create a helpful list of all the funds available on the platform that demonstrate a commitment to investing sustainably. All companies – and all funds – have sustainability characteristics. The list we offer here includes the funds on our platform that are promoted as focusing on sustainability and ESG issues.

Important information: This is a complex area (strategies vary and can change), so we can’t promise that this list is completely comprehensive or that it matches your client’s personal opinions, but we are confident it’s a good starting point. We recommend that you read the fund information carefully to confirm its exact approach/policy.

No. The categories used to filter funds in this directory have been based on the SRI Styles that are set by SRI Services, an independent business with over three decades of experience in sustainable investing. These filters must not be confused with the sustainable investment labels introduced by the Financial Conduct Authority (FCA), the UK financial services regulator. These labels are driven by regulation and granted to funds that meet certain criteria. The FCA has issued regulatory guidance on what funds can have each label, and there are four categories of labels available.

From 31 July 2024, some of these funds may have an FCA sustainable investment label but we do not show those labels in this tool. Please check a fund’s factsheet, prospectus and/or Key Investor Information Document for full details on its investment approach/policy and whether or not it applies an FCA sustainable investment label.

SRI Services’ classification system is based on the key issues a fund considers, as well as the approach taken by the fund. Where there is overlap, SRI Services’ experts select the category which best represents a fund’s overall strategy. Additional fund information, that we use in the advanced filters, is received directly from fund managers who have completed SRI Services’ research questionnaire.
This is a complex, diverse and dynamic area and so the list is not completely comprehensive. Please read the information for each fund carefully.

The investments are under a constant cycle of review. Once SRI Services has categorised a fund, it will ask fund managers to complete annual surveys to confirm there are no material changes to the fund's approach or policies. If there are, the fund is reassessed.
Fidelity also works closely with SRI Services to add any new funds that may have sustainable characteristics to the review process as quickly as possible. A fund can only be added after an assessment has been undertaken. The review cycle may mean changes to a fund’s approach/policies are not immediately reflected within the tool. Fund strategies may also vary, so please read the fund information carefully.

The purpose of the tool is to help advisers search for funds that are promoted as sustainable, responsible, ethical or ESG investments. You can search for funds in two ways.

Firstly, if you know the fund you are looking for, you can find it by typing the name, keyword or ISIN in the search function.

Secondly, you can conduct a general search. One option is to search for funds by ‘SRI Style’ or, in other words, your client’s preferred approach to sustainable investing. Each fund is classified under one of seven SRI Styles, such as ‘Sustainability select’ or ‘Environmentally focused’. You can select as many SRI Styles as you wish. However, the more SRI Styles you select, the larger the resulting fund list will be. SRI Styles must not be confused with the sustainable investment labels introduced by the Financial Conduct Authority (FCA).

You can also search or refine your list by selecting certain issues a client may be interested in. You can also select the aims and approach of a fund manager, such as seeking to deliver a positive impact. However, we recommend reading the fund information carefully.

Please note that selecting multiple advanced filters may dramatically reduce the resulting fund list and in some instances, no funds may meet all the selected criteria.

You can search by SRI Style and advanced filters independently or in combination.

SRI Styles are based on keeping everything simple. They are designed to help advisers find their way around funds in the sustainable, responsible, and ethical universe more easily. There are seven SRI Styles and each fund is categorised as one of these seven styles. SRI Styles must not be confused with the sustainable investment labels introduced by the Financial Conduct Authority (FCA).

For clients wishing to invest based on more specific issues or a particular approach, you should use the advanced filter options to refine your search. SRI Styles focus on ‘which funds consider’ and the extent to which issues are embedded in fund strategies. Funds are grouped according to what they are designed to do – from an ‘ethical’, ‘ESG’ or ‘sustainable’ perspective. The aim of this is to help you recognise key similarities and differences between funds (in terms of what drives investment selection) so that funds can be matched to client preferences more easily. However, we recommend reading the fund information carefully.

Please note, there are variations within each SRI Style. Different issues may be considered and there is cross-over between many of the styles (for example, most funds in this area consider climate change).