Sustainable investing

Invest to reflect your personal values, for a monthly flat fee. Our impartial insight can help you make the right choice for you.

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Get to the heart of sustainable investing

Please remember, investment value can go up or down and you could get back less than you invest. The value of international investments may be affected by currency fluctuations which might reduce their value in sterling.

Investing for good is not just straightforward with ii, it is ACE. We have collated a range of sustainable investment options to help you identify the socially responsible and environmental funds, investment trusts and exchange-traded funds (ETFs) that best reflect your own values.

From these we have selected our ACE 40, the UK’s first rated list of sustainable investments, with each fund sorted by asset class and placed into one of our ii ACE sustainable styles.

ACE sustainable styles explained

Avoids

Funds that exclude specific companies, sectors or business practices, such as tobacco.

Considers

Strict environmental, social and governance (ESG) criteria, such as pollution levels, are taken into account.

Embraces

These focus on companies that deliver positive social and/or environmental outcomes, such as renewable energy.

Where a fund's manager adopts more than one style, we use the strongest category that applies.

Our video explains more about sustainable investing.

Our aim is for our long list to be as comprehensive as possible, as we recognise that different people have different aims and opinions. Sustainable investment is uniquely personal, meaning that investors may take a significantly different view of an investment.

The information we provide in the sustainable investments long list does not constitute a personal recommendation. You should ensure any investment decisions you make are suitable for your personal circumstances. Past performance of the underlying constituents is not a guarantee of future performance. Remember, the value of investments and any income from them can fall as well as rise, so you could get back less than you invest.

Insight

Our sustainable investment list has been built in collaboration with SRI Services – an independent company devoted to advancing sustainable and responsible investment (SRI) – and uses information from our data provider, Morningstar. You will see two related categories in our list:

The Fund EcoMarket (FEM) zeroes in on the core issues and approach of the fund manager.

The Morningstar Sustainable Attributes classify the sustainable funds landscape by using the funds’ own stated objectives.

You can find full definitions of each category here.

This list will be updated as new funds, trusts and ETFs are launched with an ethical or sustainable approach. We hope it serves as a starting point for your own research to ensure your choices align with your values and priorities.

Tools

Jargon buster – get a better understanding of sustainable investing and the funds you are considering

Sustainable investing FAQs - we answer your questions about the sustainable investment list and how to start investing

Sustainable investments long list

Filter sustainable investments by asset type

UK equities

UK equity income

Global equities

Emerging markets

Asian equities

European equities

US equities

Global bonds

Sterling bonds

Money market

Property

Specialist

Mixed asset

UK equities

Fund Name	ii ACE sustainable style	Fund EcoMarket (FEM) category	MorningStar Category – Employs Exclusions	MorningStar Category – General ESG fund	MorningStar Category – Sustainability themed fund
Aegon Ethical Equity GBP B Acc	Avoids	Ethical	Yes	Yes	No
Abrdn UK Ethical Equity P1 Acc	Considers	Ethical	Yes	No	No
Abrdn UK Sustainable & Responsible Investment Equity	Embraces	Ethical		Yes	No
CT Responsible UK Equity Fund	Considers	Ethical	Yes	Yes	Yes
CFP Castlfd B.E.S.T Sust UK SmCo Gen Inc	Considers	Sustainability Select		Yes	No
Dunedin Income Growth Investment Trust	Considers	Sustainability Tilt	Yes	No	No
EdenTree Responsible and Sust UK Eq B	Considers	Ethical	Yes	Yes	Yes
HSBC UK Sustainable Equity UCITS ETF (HSUK LN)	Considers	Sustainability Tilt	Yes	Yes	Yes
Invesco Sustainable UK Companies Fund	Considers	Sustainability Tilt	Yes	Yes	Yes
L&G Future World ESG UK Index I £ Acc	Considers	Sustainability Tilt		Yes	No
Liontrust Sust Fut UK Gr 2 Net Acc	Considers	Sustainability Select	Yes	Yes	No
Liontrust UK Ethical 2 Net Acc	Considers	Ethical	Yes	Yes	No
Ninety One UK Sustainable Equity I £ Acc	Embraces	Sustainability Select		Yes	No
Premier Miton Responsible UK Eq C acc	Considers	Ethical	Yes	Yes	No
Royal London Sustainable Leaders C Acc	Considers	Sustainability Select	Yes	Yes	No
Schroder Sustainable UK Equity Z Acc	Embraces	Sustainability Tilt	Yes	Yes	No
CT UK Sustainable Eq Z Acc	Considers	Sustainability Select	Yes	Yes	No
UBS ETF MSCI UK IMI SRI GBP A dis	Avoids	Sustainability Tilt	Yes	Yes	No

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UK equity income

Fund Name	ii ACE sustainable style	Fund EcoMarket (FEM) category	MorningStar Category – Employs Exclusions	MorningStar Category – General ESG fund	MorningStar Category – Sustainability themed fund
CT Responsible UK Income 2 Acc	Considers	Ethical	Yes	Yes	No
CFP Castlfd B.E.S.T. Sust Inc Gen Inc	Considers	Ethical		Yes	No
Janus Henderson UK Responsible Inc I Inc	Considers	Ethical	Yes	Yes	No
Jupiter Responsible Inc I Inc	Considers	Sustainability Tilt		Yes	No
Trojan Ethical Income X Acc	Avoids	Ethical	Yes	Yes	Yes
Unicorn UK Ethical Income B Acc	Avoids	Ethical	Yes	Yes	No

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Global equities

Fund Name	ii ACE sustainable style	Fund EcoMarket (FEM) category	MorningStar Category – Employs Exclusions	MorningStar Category – General ESG fund	MorningStar Category – Sustainability themed fund
Aegon Global Sustainable Eq GBP C Acc	Considers	Sustainability Select	Yes	Yes	No
Abrdn Global Sustainable and Responsible Investment Equity	Considers	Ethical	Yes	Yes	No
Abrdn Multi-Manager Ethical	Considers	Ethical		Yes	No
Baillie Gifford Sustainable Growth B Acc	Considers	Sustainability Tilt	Yes	Yes	No
Baillie Gifford Positive Change B Acc	Embraces	Sustainability Select		No	Yes
Baillie Gifford Rspnb Glb Eq Inc B Inc	Considers	ESG Plus	Yes	Yes	Yes
BGF Sustainable Energy D4 GBP	Embraces	Environmentally Focused	Yes	No	No
CT Responsible Global Equity 2 Acc	Considers	Ethical	Yes	Yes	Yes
CT Sustainable Opportunities Global Equity Fund	Considers	Sustainability Select		Yes	No
BNY Mellon Sus Global Eq Instl W Acc	Considers	ESG Plus	Yes	Yes	No
BNY Mellon Sust Glbl Eq Inc Inst W Acc	Considers	ESG Plus	Yes	Yes	No
BNY Mellon Sust Glbl Eq Inc Inst W Inc	Considers	ESG Plus	Yes	Yes	No
EdenTree Responsible and Sust Glbl Eq B	Considers	Ethical	Yes	Yes	Yes
Federated Hermes Glb Eq F GBP Acc	Considers	ESG Plus		No	No
Federated Hermes Imp Opps Eq X GBP Acc	Embraces	Sustainability Select		No	Yes
Fidelity Sustainable Research Enhanced Global Equity ETF	Avoids	Sustainability Tilt	Yes	Yes	No
FP WHEB Sustainability C	Embraces	Sustainability Select		Yes	No
Franklin LibertyQ Global Equity SRI ETF	Considers	Ethical	Yes	Yes	No
Fundsmith Sustainable Equity I Acc	Considers	Sustainability Tilt	Yes	Yes	Yes
HSBC Developed Wld Sust Eq Idx	Avoids	Environmentally Focused	Yes	Yes	No
HSBC MSCI World Islamic ESG ETF	Avoids	Faith Based	Yes	Yes	No
Impax Environmental Leaders XGBP Acc	Embraces	Environmentally Focused		No	No
Impax Environmental Markets Ord	Embraces	Environmentally Focused		No	Yes
Impax Environmental Mkts Ire X GBP Acc	Embraces	Environmentally Focused		No	No
iShares Dow Jones Glb Sust Scrn ETF $Acc	Avoids	Limited Exclusions	Yes	Yes	No
iShares MSCI World ESG Scrn ETF USD Acc	Avoids	Limited Exclusions	Yes	Yes	No
iShares MSCI World Islamic ETF USD Dist	Avoids	Faith Based	Yes	No	No
Janus Henderson Global Sust Eq I Acc	Considers	Sustainability Select	Yes	Yes	Yes
JPM Carb Transition Glbl Eq ETF Acc GBP	Consider	Sustainability Tilt	Yes	No	Yes
JPM Climate Change Solutions Fund	Embraces	Sustainability Select	Yes	No	Yes
JPM Global Sustainable Equity Fund	Considers	Sustainability Tilt	Yes	Yes	No
Jupiter Ecology I Inc	Embraces	Environmentally Focused		Yes	No
Jupiter Green Ord	Embraces	Environmentally Focused
L&G Future Wld Clmt Chg Eq Fct Idx I Acc	Considers	Environmentally Focused	Yes	No	Yes
L&G Future World ESG Dev Idx I GBP Acc	Considers	Sustainability tilt	Yes	Yes	Yes
L&G MSCI Wld Sclly Rspnb Invmt SRI I Acc	Considers	Ethical	Yes	Yes	No
Lyxor MSCI Millennials ESG Filtered	Avoids	Limited Exclusions		Yes	No
M&G Global Sustain Paris Aligned	Considers	Sustainability Tilt	Yes	Yes	No
M&G Positive Impact Sterling I GBP Acc	Embraces	Sustainability Select		Yes	Yes
Menhaden Ord	Embraces	Sustainability Tilt
Mirabaud Sustainable Global High Dividend	Avoids	Sustainability Tilt	Yes	Yes	No
Montanaro Better World GBP Dis	Embraces	Sustainability Select	Yes	Yes	No
Ninety One Global Environment I	Embraces	Environmentally Focused		Yes	Yes
Ninety One Global Sustainable Equity Fund	Considers	Sustainability Tilt	Yes	Yes	No
Nomura Global Sustainable Eq I GBP Acc	Considers	Sustainability Select		Yes	No
Pictet - Global Envir Opps I dy GBP	Embraces	Environmentally Focused		No	Yes
Quilter Investors Ethical Eq R (GBP) Acc	Avoids	Ethical	Yes	Yes	No
Rathbone Greenbank Global Sustainability Fund	Considers	Sustainability Select		Yes	No
Royal London Global Sustainable Equity	Considers	Sustainability Select	Yes	Yes	No
Sarasin Responsible Global Equity I Acc	Considers	Sustainability Select	Yes	Yes	No
Sarasin Responsible Global Equity P Acc	Considers	Sustainability Select	Yes	Yes	No
Schroder Global Sustainable Value Equity Fund	Considers	Sustainability Tilt	Yes	Yes	No
Stewart Inv Wldwd Sustnby B GBP Acc	Considers	Sustainability Select		Yes	No
Triodos Global Eqs Imp GBP K Ret Acc	Embraces	Sustainability Select	Yes	Yes	No
Triodos Pioneer Impact GBP KRet Acc	Embraces	Sustainability Select	Yes	Yes	No
UBS ETF Global Gender Eqlty USD A Acc	Embraces	Socially Focused		No	Yes
UBS ETF MSCI ACWI Sclly Rspnb H £ A Dis	Considers	Sustainability Tilt	Yes	Yes	No
UBS ETF MSCI World SRI USD A dis	Avoids	Sustainability Tilt		Yes	No
Vanguard ESG Dev Wld All Cp Eq Idx £ Acc	Avoids	ESG Plus	Yes	Yes	Yes
Vanguard ESG Glbl All Cap ETF USD Acc	Avoids	ESG Plus	Yes	Yes	No
Wellington Global Stewards GBP N Acc	Considers	Sustainability Select	Yes	Yes	No
Fidelity Sustainable Global Equity	Considers	Sustainability Tilt	Yes	Yes	No
C CLA Better World Global Equity	Embraces	Sustainability Select	Yes	Yes	No

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Emerging markets

Fund Name	ii ACE sustainable style	Fund EcoMarket (FEM) category	MorningStar Category – Employs Exclusions	MorningStar Category – General ESG fund	MorningStar Category – Sustainability themed fund
Candriam Sustianable Equity Emerging Markets Fund	Embraces	Sustainability Select	Yes	Yes	No
HSBC MSCI Emerging Markets Islamic ESG ETF	Avoids	Faith Based	Yes	Yes	No
HSBC Emerging Markets Sust Eq ETF	Considers	Sustainability Tilt	Yes	Yes	No
iShares MSCI EM SRI ETF USD Acc	Avoids	ESG Plus	Yes	Yes	No
JPM Emerging Markets Sustainable Eq Fd	Considers	Sustainability Tilt	Yes	Yes	No
L&G ESG Emerging Markets Government Bond (USD) 0-5 Year UCITS ETF	Avoids	Limited Exclusions	Yes	Yes	No
Pictet-Quest Emerg Sust Eq I GBP	Considers	Sustainability Select		Yes	No
Premier Miton Emerging Markets Sustainable Fund	Considers	Sustainability Tilt	Yes	Yes	No
Stewart Inv Glbl EM Sustnby B GBP Acc	Considers	Sustainability Select	Yes	Yes	No
UBS ETF MSCI Emerging Mkts SRI USD A dis GBP	Avoids	Sustainability Tilt	Yes	Yes	No

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Asian equities

Fund Name	ii ACE sustainable style	Fund EcoMarket (FEM) category	MorningStar Category – Employs Exclusions	MorningStar Category – General ESG fund	MorningStar Category – Sustainability themed fund
Alquity Asia GBP R	Considers	Socially Focused	No	No	No
Alquity Indian Subcontinent GBP R	Considers	Socially Focused	No	No	No
Alquity Indian Subcontinent GBP Y	Considers	Socially Focused	No	No	No
Fidelity Sustainable Asia Eq A-Dis-GBP	Considers	ESG Plus	Yes	Yes	No
HSBC Asia Pacific ex Japan Sust Eq ETF	Avoids	Sustainability Tilt	Yes	Yes	No
Impax Asian Environmental Markets IRL X	Embraces	Environmentally Focused		No	Yes
iShares MSCI Japan ESG Enh ETF USD Dist	Avoids	Limited Exclusions	Yes	Yes	No
Pacific Assets Ord	Considers	Sustainability Select			No
Stewart Inv APAC Ldrs Sstby B GBP Acc	Considers	Sustainability Select	No	Yes	No
Stewart Inv Asia Pac Sustnby B GBP Acc	Considers	Sustainability Select		Yes	No
Stewart Inv Indian Sbctnt Sustnby B GBP	Considers	Sustainability Select		Yes	No
UBS ETF MSCI Pacific SRI USD A dis	Avoids	Sustainability Tilt		Yes	No

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European equities

Fund Name	ii ACE sustainable style	Fund EcoMarket (FEM) category	MorningStar Category – Employs Exclusions	MorningStar Category – General ESG fund	MorningStar Category – Sustainability themed fund
Abrdn Europe ex UK Ethical Equity P1 Acc	Considers	Ethical	Yes	Yes	No
CFP Castlfd B.E.S.T Sust Eurp Gen Inc	Considers	Sustainability Select		Yes	No
EdenTree Responsible and Sust Eurp Eq B	Considers	Ethical	Yes	Yes	Yes
Fidelity Sustainable Research Enhanced Europe Equity ETF	Avoids	Sustainability Tilt	Yes	Yes	No
HSBC MSCI Europe Islamic ESG ETF	Avoids	Faith Based	Yes	Yes	No
iShares MSCI EMU ESG Scrn ETF EUR Acc GBP	Avoids	Limited Exclusions	Yes	Yes	No
iShares MSCI Europe SRI ETF EUR Acc	Avoids	Limited Exclusions	Yes	Yes	No
LF Montanaro European Income A GBP Acc	Considers	ESG Plus	No	No	No
Liontrust Sust Fut Eurp Gr 2 Net Acc	Considers	Sustainability Select	Yes	Yes	No
M&G European Sustain Paris Aligned I Acc	Considers	Sustainability Tilt	Yes	Yes	No
Premier Miton European Sust Ldrs C £ Acc	Considers	ESG Plus	Yes	Yes	No
SVM All Europe SRI B Acc	Embraces	Limited exclusions		Yes	No
UBS ETF MSCI EMU SRI EUR A dis	Avoids	Sustainability Tilt	Yes	Yes	No
Vanguard SRI European Stk £ Acc	Avoids	Limited Exclusions	Yes	Yes	No
Virgin Climate Change	Considers	Environmentally Focused		No	Yes

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US equities

Fund Name	ii ACE sustainable style	Fund EcoMarket (FEM) category	MorningStar Category – Employs Exclusions	MorningStar Category – General ESG fund	MorningStar Category – Sustainability themed fund
Brown Advisory US Sust Gr GBP B Inc	Considers	Sustainability Select	Yes	Yes	No
Fidelity Sustainable Research Enhanced US Equity ETF	Avoids	Sustainability Tilt	Yes	Yes	No
HSBC MSCI USA Islamic ESG ETF	Avoids	Faith Based	Yes	Yes	No
Invesco S&P 500 ESG ETF.	Avoids	ESG Plus	Yes	Yes	No
iShares MSCI USA Islamic ETF USD Dist	Avoids	Faith Based	Yes	No	No
iShares MSCI USA SRI ETF USD Acc	Avoids	ESG Plus	Yes	Yes	No
Legg Mason CB US Eq Sust Ldrs X GBP Acc	Considers	Sustainability Select	Yes	Yes	No
Liontrust GF Sustainable Future US Growth Fund	Considers	Sustainability Select	Yes	Yes	No
UBS ETF MSCI USA SRI USD A dis	Avoids	Sustainability Tilt		Yes	No

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Global bonds

Fund Name	ii Asset Class	ii ACE sustainable style	Fund EcoMarket (FEM) category	MorningStar Category – Employs Exclusions	MorningStar Category – General ESG fund	MorningStar Category – Sustainability themed fund
BNY Mellon Sustainable Global Dynamic Bond	Global bonds	Considers	ESG Plus	Yes	Yes	No
Amundi Global Aggregate Green Bond ETF	Global bonds	Embraces	Environmentally Focused		No	Yes
PIMCO GIS Global Bond ESG Instl GBPH Inc	Global bonds	Considers	ESG Plus	Yes	Yes	No
Vanguard ESG Glb Corp Bd ETF GBP H Acc	Global bonds	Avoids	ESG Plus	Yes	Yes	No

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Sterling bonds

Fund Name	ii ACE sustainable style	Fund EcoMarket (FEM) category	MorningStar Category – Employs Exclusions	MorningStar Category – General ESG fund	MorningStar Category – Sustainability themed fund
Aegon Ethical Corporate Bond GBP B Acc	Avoids	Ethical	Yes	Yes	No
Abrdn Ethical Corporate Bond	Considers	Ethical	Yes	Yes	No
CT Responsible Sterling Corporate Bond Fund	Considers	Ethical	Yes	Yes	Yes
BNY Mellon Rspnb Hrzn UK Corp Bd InsWAcc	Considers	ESG Plus	Yes	Yes	No
EdenTree Responsible and Sust S Dtd Bd B	Considers	Ethical	Yes	Yes	Yes
EdenTree Responsible and Sust Stlg Bd B	Considers	Ethical	Yes	Yes	Yes
Invesco GBP Corporate Bond ESG ETF Dist	Avoids	Limited Exclusions	Yes	Yes	No
L&G ESG GBP Corporate Bond 0-5 Year UCITS ETF	Avoids	Limited Exclusions		Yes	No
L&G ESG GBP Corporate Bond UCITS ETF	Avoids	Limited Exclusions	Yes	Yes	No
Liontrust Sust Fut Corp Bd 2 Grs Inc	Considers	Sustainability Select	Yes	Yes	No
Mirabaud Sust Convert Glbl DH GBP Cap	Avoids	Limited Exclusions	Yes	Yes	No
Rathbone Ethical Bond I Acc	Considers	Ethical	Yes	Yes	No
RLBF II Royal London Ethical Bond M Inc	Avoids	Ethical	Yes	Yes	No
Royal London Sustainable Corporate Bond Trust	Considers	Sustainability Select	Yes	Yes	No
Sarasin Responsible Corporate Bond P Acc	Considers	Sustainability Select	Yes	Yes	No
Schroder Sustainable Bond Fund	Considers	Sustainability Tilt	Yes	Yes	No
CT UK Social Bond Fund Z Gross Accumulation GBP	Embraces	Socially Focused		Yes	Yes
Triodos Sterling Bond Impact KR GBP Cap	Considers	Sustainability Tilt	Yes	Yes	No
Liontrust Sustainable Future Monthly Income Bond	Considers	Sustainability Tilt	Yes	Yes	No

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Money market

Fund Name	ii ACE sustainable style	Fund EcoMarket (FEM) category	MorningStar Category – Employs Exclusions	MorningStar Category – General ESG fund	MorningStar Category – Sustainability themed fund
Royal London Short Term Fixed Income Fund	Avoids	Limited exclusions	Yes	No	Yes
Royal London Short Term Fixed Income Enhanced Fund	Avoids	Limited exclusions	Yes	No	Yes
Royal London Short Term Money Mkt Y Acc	Avoids	Limited Exclusions	Yes	No	No

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Property

Fund Name	ii ACE sustainable style	Fund EcoMarket (FEM) category	MorningStar Category – Employs Exclusions	MorningStar Category – General ESG fund	MorningStar Category – Sustainability themed fund
Civitas Social Housing Ord	Embraces	Socially Focused			Yes
Impact Healthcare REIT	Embraces	Socially Focused			Yes
Sarasin IE Sust Glb Rl Est Eq GBP P Acc	Embraces	Sustainability Select	No	No	No
Schroder Global Cities Real Estt Z Acc	Considers	Sustainability Tilt	No	No	No
Schroder Global Cities Real Estt Z Inc	Considers	Sustainability Tilt	No	No	No
Triple Point Social Housing REIT Ord	Embraces	Socially Focused			Yes

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Specialist

Fund Name	ii ACE sustainable style	Fund EcoMarket (FEM) category	MorningStar Category – Employs Exclusions	MorningStar Category – General ESG fund	MorningStar Category – Sustainability themed fund
Bluefield Solar Income Fund	Embraces	Environmentally Focused			Yes
CIRCA 5000 Clean Water & Waste ETF	Embraces	Environmentally Focused	Yes	No	Yes
CIRCA 5000 Green Energy & Technology	Embraces	Environmentally Focused	Yes	No	Yes
CIRCA5000 Health & Wellbeing ETF	Embraces	Socially Focused	Yes	No	Yes
CIRCA5000 Social & Economic Empowerment ETF $ Acc	Embraces	Socially Focused	Yes	No	Yes
CIRCA5000 Sustainable Food & Biodiversity ETF	Embraces	Environmentally Focused	Yes	No	Yes
Fidelity Sustainable Water & Waste Fund	Considers	Environmentally Focused		Yes	No
FP Foresight Global Rl Infras A GBP Acc	Embraces	Environmentally Focused		Yes	No
FP Foresight Global Rl Infras A GBP Inc	Embraces	Environmentally Focused		Yes	No
FP Foresight UK Infras Inc A GBP Acc	Considers	Environmentally Focused	No	No	No
FP Foresight UK Infras Inc A GBP Inc	Considers	Environmentally Focused	No	No	No
Gore Street Energy Storage Fund Ord	Embraces	Environmentally Focused
Greencoat UK Wind	Embraces	Environmentally Focused			Yes
Guinness Sustainable Energy D USD Acc	Embraces	Environmentally Focused		No	No
HanETF S&P Global Clean Energy Select HANzero UCITS ETF	Embraces	Environmentally Focused	Yes	No	Yes
iShares Global Clean Energy ETF USD Dist	Embraces	Environmentally Focused		No	Yes
iShares Global Water ETF USD Dist	Embraces			No	No
JLEN Environmental Assets Group Ord	Embraces	Environmentally Focused			Yes
Amundi MSCI Digital Economy and Metaverse ESG Screened ETF	Avoids	Limited Exclusions		Yes	No
M&G Global Listed Infras GBP I Acc	Considers	ESG Plus	Yes	No	No
NextEnergy Solar Ord	Embraces	Environmentally Focused			Yes
Pictet-Clean Energy I dy GBP	Embraces	Environmentally Focused		No	Yes
Pictet-Nutrition I dy GBP	Avoids	Sustainability Tilt		No	Yes
Pictet-Water I dy GBP	Embraces	Environmentally Focused		No	Yes
Polar Capital Smart Energy	Embraces	Sustainability Select	Yes	No	Yes
Polar Capital Smart Mobility	Embraces	Sustainability Select	Yes	No	Yes
Premier Miton Global Renewables Trust	Embraces	Environmentally Focused
Renewables Infrastructure Grp	Embraces	Environmentally Focused		No	Yes
RobecoSAM Sustainable Water Equities	Embraces	Environmentally Focused	Yes	No	Yes
RobecoSAM Smart Energy Equities	Embraces	Sustainability Select	Yes	No	Yes
RobecoSAM Smart Materials Equities	Embraces	Sustainability Select	Yes	No	Yes
Sarasin Food & Agriculture Opps P Acc	Avoids	Sustainability Tilt	No	No	No
Schroder ISF Global Energy Transition	Embraces	Environmentally Focused		No	Yes
SDCL Energy Efficiency Income Ord	Embraces	Environmentally Focused			Yes
Syncona Ord	Embraces	Socially Focused			No
Triple Point Income VCT C	Embraces	Socially Focused			No
US Solar Fund Ord	Embraces	Environmentally Focused
VH Glob Sustainable Energy Opp Ord	Embraces	Environmentally Focused		Yes	Yes
VT Gravis Clean Energy Income C GBP Acc	Embraces	Environmentally Focused		No	Yes
International Biotechnology Trust	Embraces	SociallyFocused	No	No	No
VanEck Hydrogen Economy	Embraces	Environmentally Focused	Yes	No	Yes
Gresham House Energy Storage Trust	Embraces	Environmentally Focused	No	No	No
Fidelity Clean Energy ETF	Embraces	Environmentally Focused	Yes	No	Yes
Fidelity Digital Health ETF	Embraces	Socially Focused	Yes	No	No
Invesco Global Clean Energy ETF	Considers	Environmentally Focused	Yes	No	Yes
Invesco Solar Energy ETF	Considers	Environmentally Focused	Yes	No	Yes
Vontobel Global Environmental Change	Embraces	Sustainability Select	Yes	No	Yes

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Mixed asset

Fund Name	ii ACE sustainable style	Fund EcoMarket (FEM) category	MorningStar Category – Employs Exclusions	MorningStar Category – General ESG fund	MorningStar Category – Sustainability themed fund
7IM Sustainable Balance C Acc	Considers	Sustainability Select	Yes	Yes	No
Aegon Ethical Cautious Managed GBP B Acc	Avoids	Ethical	Yes	Yes	No
Aviva Investors Mlt-Asst Pl IV 2 GBP Acc	Avoids	Limited Exclusions	Yes	No	No
Aviva Investors Mlt-Asst Pl II 2 GBP Acc	Avoids	Limited Exclusions	Yes	No	No
Aviva Investors Mlt-Asst Pl V 2 GBP Acc	Avoids	Limited Exclusions	Yes	No	No
Aviva Investors Mlt-Asst Pl III 2 GBPAcc	Avoids	Limited Exclusions	Yes	No	No
Aviva Investors Mlt-Asst Pl I 2 GBP Acc	Avoids	Limited Exclusions	Yes	No	No
AXA Ethical Distribution Z Acc	Avoids	Ethical	Yes	Yes	No
AXA Global Sustainable Distribution Fund B Acc	Considers	Sustainability Tilt	Yes	Yes	No
CT Sustainable Universal MAP Balanced Fund	Considers	Sustainability Select		Yes	No
CT Sustainable Universal MAP Cautious Fund	Considers	Sustainability Select		Yes	No
CT Sustainable Universal MAP Growth Fund	Considers	Sustainability Select		Yes	No
BNY Mellon Sus Real Return Ins W Acc	Considers	ESG Plus	Yes	Yes	No
CFP Castlfd B.E.S.T Sust Eurp Gen Inc	Considers	Sustainability Select		Yes	No
Climate Assets Bal B GBP Acc	Considers	Sustainability Select		No	No
Janus Henderson Glb Rpnsb Mgd I Acc	Considers	Ethical	Yes	Yes	No
Liontrust Sust Fut Cau Mgd 2 Net Inc	Considers	Sustainability Select	Yes	Yes	No
Liontrust Sust Fut Defesv Mgd 2 Net Inc	Considers	Sustainability Select	Yes	Yes	No
Liontrust Sust Fut Glbl Gr 2 Net Acc	Considers	Sustainability Select	Yes	Yes	No
Liontrust Sust Fut Managed Gr 2 Net Acc	Considers	Sustainability Select	Yes	Yes	No
Liontrust Sust Fut Mgd 2 Net Inc	Considers	Sustainability Select	Yes	Yes	No
M&G Sustainable Mlt Asst Stlg I GBP Inc	Considers	Sustainability Select	Yes	Yes	Yes
Rathbone Greenbank Dynamic Growth Port	Considers	Sustainability Select	Yes	Yes	No
Royal London Sustainable Div C Acc	Considers	Sustainability Select	Yes	Yes	No
Royal London Sustainable Gr M GBP Acc	Considers	Sustainability Select	Yes	Yes	No
Royal London Sustainable Mgd Gr C Acc	Considers	Sustainability Select	Yes	Yes	No
Royal London Sustainable World C Acc	Considers	Sustainability Select	Yes	Yes	No
Sarasin Tomorrow's World Multi Asset	Considers	Sustainability Select	Yes	No	No
Trojan Ethical Income X Acc	Avoids	Ethical	Yes	Yes	No
Trojan Ethical Income X Inc	Avoids	Ethical	Yes	Yes	No
Vanguard SustainableLife 80-90%	Avoids	Sustainability Tilt	Yes	Yes	No

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