Home >

ii ACE 30 - investment categories

ii ACE 30 investments

The UK's first rated list of ethical investments to help you align investments with your personal values.

View ii ACE 30 investments

 

Building your investment portfolio can be tough – and it is even more difficult when you want to choose ethical investments. That can mean a lot of research. The ii ACE 30 makes the job easier for you.

From our extensive long list of over 140 ethical investment options, we have selected 30 funds, investment trusts and ETFs that we believe offer high-quality choices, across a broad variety of markets.

You can find out how the ACE 30 constituents attained ii rated status by reading our Methodology or in our FAQs.

How ACE 30 investments can help

Our ACE 30 selections:

  • Provide investors with high-quality choices among the available universe of ethical investments
  • Cover a range of different sectors and regions, with options from core to adventurous
  • Are managed in a genuinely ethical manner (no ‘greenwashing’)
  • Are chosen for their potential to deliver strong financial performance (‘values and value’)
  • Are designed to be suitable for all investors, from beginner to experienced

"The ACE 30 list offers a filtered selection of collective investment vehicles for all investors, new or experienced. We aim to provide a menu of high-quality choices across a broad variety of markets and investment types"

Moira O'Neill, Head of Personal Finance at interactive investor

Investment categories

The ACE 30 includes options that are likely to represent the majority of an investor’s portfolio: core, low-cost and income holdings. The list also includes options designed for more experienced investors or those looking to add some higher-risk diversification to a balanced portfolio: smaller company and adventurous.

This list is similar to our Super 60 style matrix, but the limited range of ethical options means that some categories are currently blank. The intention is to add extra options over time as new ethical investments are launched or build up a good track record of performance.

Ethical investing styles

Each fund in the list is indexed by asset class and placed into one of three key interactive investor "investment styles" which were carefully chosen to avoid jargon: Avoids, Considers and Embraces. Together these are referred to as our ii ACE ethical styles. Where a fund's manager adopts more than one style, we use the strongest ethical category that applies. In short:

Avoids Funds that focus on simply excluding companies, sectors or specific business practices.
Considers Funds that carefully consider an often wide range of ethical and/or environmental, social and governance (ESG) issues or themes when balancing positive and negative factors.
Embraces Funds that focus on companies delivering positive social and/or environmental outcomes.

Please note: All funds listed are the Accumulation version of the fund, where available, where any income generated within the fund is reinvested automatically. Income versions of these funds may also be available for investors who are looking for income generated to be paid directly into their account.

The information we provide in the ACE 30 investments list does not constitute a “personal recommendation”. You should ensure that any investment decisions you make are suitable for your personal circumstances and that the ethical style of the investment reflects your personal beliefs. 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.

 

ii ACE 30 investments

Narrow the list using the filters below or download our handy, printable guide.

download

 

Display ii ACE 30 investments by:

asset group  investment category  ii ACE ethical style

 

Investment Categories

 

ii ACE 30 - Low cost

This category is suitable for investors whose priority is keeping costs low and who are inclined to do that using a passive fund or exchange traded fund.

The investments in this category would make good building blocks for a portfolio, that will deliver performance approximately in line with the markets.

The equity investments in this section are well diversified and track the performance of recognised indices for their asset groups. They do this through physical replication of the index – holding all or a portion of all the underlying securities that make up that benchmark.

The fixed income investments track the relevant government bond indices. We also include a specialist gold fund that can be used to diversify a portfolio at very low cost.

Name

Asset group

ii ACE ethical style

Selection rationale

Invest now

L&G Ethical I Acc Equities 
UK equities
Considers find out more trade
UBS ETF MSCI World SRI USD A dis GBP Equities 
Global equities
Avoids find out more trade
iShares MSCI EM SRI ETF USD Acc GBP Equities 
Emerging markets
Avoids find out more trade
UBS ETF MSCI Pacific SRI USD A dis GBP Equities 
Asian equities
Avoids find out more trade
Vanguard SRI European Stock GBP Acc Equities 
European equities
Avoids find out more trade
iShares MSCI USA SRI ETF USD Acc GBP Equities 
US equities
Avoids find out more trade
PIMCO GIS Global Bond ESG Instl GBPH Inc Fixed Income 
Global bonds
Considers find out more trade
iShares Global Clean Energy ETF USD Dist GBP Alternatives 
Specialist
Embraces find out more trade

back to top    how to use the table →

ii ACE 30 - Core

The funds and investment trusts in this category would make good core holdings for investors who prefer active management, whereby a professional fund manager aims to beat a stock market benchmark over the long term. 

They typically favour larger companies and are either well diversified or if more concentrated, will tend to be more risk-aware and to hold their underlying positions for longer than the average manager.

The fixed income funds in the category are well diversified across all fixed income types and often have a focus on preserving capital value

Name

Asset group

ii ACE ethical style

Selection rationale

Invest now

Royal London Sustainable Leaders C Acc Equities 
UK equities
Considers find out more trade
BMO Responsible UK Income 2 Acc Equities 
UK equity income
Considers find out more trade
BMO Responsible Global Equity 2 Acc Equities 
Global equities
Considers find out more trade
Stewart Investors Glbl EM Sust B Acc GBP Equities 
Emerging markets
Considers find out more trade
Pacific Assets Ord Equities 
Asian equities
Considers find out more trade
Liontrust Sust Fut Eurp Gr 2 Net Acc Equities 
European equities
Considers find out more trade
Brown Advisory US Sust Gr GBP B Inc Equities 
US equities
Considers find out more trade
Liontrust Sust Fut Corp Bd 2 Grs Inc Fixed Income 
Sterling bonds
Considers find out more trade
Royal London Sustainable Div C Acc Alternatives 
Mixed asset
Considers find out more trade

back to top    how to use the table →

ii ACE 30 - Income

The funds and investment trusts in this category make high yield a priority, meaning they suit investors who want to generate income from their investments. The equity selections are also ideally well diversified and have a moderate risk score. The fixed income selections focus on income, ideally also with an emphasis on preserving capital.

Name

Asset group

ii ACE ethical style

Selection rationale

Invest now

EdenTree Amity European B Equities 
European equities
Considers find out more trade
Rathbone Ethical Bond I Acc Fixed Income 
Sterling bonds
Considers find out more trade
VT Gravis Clean Energy Income C GBP Acc Alternatives 
Specialist
Embraces find out more trade
AXA Ethical Distribution Z Acc Alternatives 
Mixed asset
Avoids find out more trade

back to top    how to use the table →

ii ACE 30 - Smaller company

This category is intended for expert investors due to its higher risk. It includes open-ended funds and investment trusts that focus on investing in smaller companies. They give investors a chance to get in on the ground floor of younger firms that have growth potential and could deliver higher returns over time. However, investors also need to be aware that these funds may expose them to higher risk of loss. The equity selections are typically well diversified with ideally no strong style or sector bias. The fixed income selections are ideally well diversified across industries and the credit spectrum.

Name

Asset group

ii ACE ethical style

Selection rationale

Invest now

Unicorn UK Ethical Income B Acc Equities 
UK equity income
Avoids find out more trade
Impax Environmental Markets Ord Equities 
Global equities
Embraces find out more trade
Syncona Ord Alternatives 
Specialist
Embraces find out more trade

back to top    how to use the table →

ii ACE 30 - Adventurous

This category is intended for expert investors due to its higher risk. It offers investors open-ended funds and investment trusts that are distinctly different, being focussed on a specific sector or theme. The equity selections in this category are likely to offer the potential for higher returns but come with higher risks of loss.  The fixed income selections are specialised bond strategies, being focussed on a specific geography, bond sector or theme. Again, they have the potential for higher returns but come with higher risks of loss.

Name

Asset group

ii ACE ethical style

Selection rationale

Invest now

Liontrust UK Ethical 2 Net Acc Equities 
UK equities
Considers find out more trade
Trojan Ethical Income Fund O Acc Equities 
UK equity income
Avoids find out more trade
Fundsmith Sustainable Equity I Acc Equities 
Global equities
Considers find out more trade
Impax Asian Environmental Markets IRL X Equities 
Asian equities
Embraces find out more trade
Threadneedle UK Social Bd Z Grs Acc£ Fixed Income 
Sterling bonds
Embracess find out more trade
Climate Assets B GBP Acc Alternatives 
Mixed asset
Considers find out more trade

back to top    how to use the table →

Risk warnings

The information we provide in the ACE 30 investments list does not constitute a "personal recommendation". You should ensure that any investment decisions you make are suitable for your personal circumstances and that the ethical style of the investment reflects your personal beliefs.

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.

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor.

Any changes to the ii ACE 30 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii ACE 30 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii ACE 30 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii ACE 30 investments list.

Not yet an ii customer?

You can buy the ii ACE 30 investments in any of the accounts we offer.

A fair flat fee of £9.99 a month covers you for multiple accounts (add a SIPP for £10 per month admin fee).

Trading Account

Our flexible account, where you can invest in all markets in the way you want.
 

apply now

ISA

Make the most of your tax-free savings allowance with our great value award-winning ISA.

apply now

SIPP

Invest for a better future with our great value, award-winning SIPP.

 

apply now