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ii ACE 30 - investment styles

Ethical investing

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.

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Display ii ACE 30 investments by:

asset group  investment category  ii ACE ethical style

 

ii ACE ethical styles

 

ii ACE 30 - Avoids

Funds that focus on excluding companies, sectors or specific business practices in line with the published fund criteria that may focus on ethical, social and/or environmental issues.

Funds in this group vary significantly. Some will exclude only a small number or companies (for example perhaps only a small percent of their possible universe), others have extensive exclusions (50% or more of their possible universe). The most common areas of exclusion are tobacco companies, weapons manufacturers and companies that breach internationally agreed standards - some include multiple additional issues. Passive funds typically fall into this group, generally with limited exclusions.

Name

Asset group

Investment category

Selection rationale

Invest now

AXA Ethical Distribution Z Acc Alternatives 
Mixed asset
Income find out more trade
iShares MSCI EM SRI ETF USD Acc GBP Equities 
Emerging markets
Low cost find out more trade
iShares MSCI USA SRI ETF USD Acc GBP Equities 
US equities
Low cost find out more trade
Trojan Ethical Income Fund O Acc Equities 
UK equity income
Adventurous find out more trade
UBS ETF MSCI Pacific SRI USD A dis GBP Equities 
Asian equities
Low cost find out more trade
UBS ETF MSCI World SRI USD A dis GBP Equities 
Global equities
Low cost find out more trade
Unicorn UK Ethical Income B Acc Equities 
UK equity income
Smaller company find out more trade
Vanguard SRI European Stock GBP Acc Equities 
European equities
Low cost find out more trade

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ii ACE 30 - Considers

Funds that actively consider ethical and/or environmental, social and governance (ESG) issues as part of their investment strategies.

Funds in this group vary significantly but typically consider multiple positive and negative issues when deciding where to invest - with many emphasising positive stock selection. Most avoid controversial business practices and focus on sectors, themes and activities that the managers believe to be both financially sound and ethically, socially and/or environmentally beneficial. Many funds also have responsible ownership (stewardship) strategies and aim to improve companies' environmental and/or social practices.

Name

Asset group

Investment category

Selection rationale

Invest now

BMO Responsible Global Equity 2 Acc Equities 
Global equities
Core find out more trade
BMO Responsible UK Income 2 Acc Equities 
UK equity income
Core find out more trade
Brown Advisory US Sust Gr GBP B Inc Equities 
US equities
Core find out more trade
Climate Assets B GBP Acc Alternatives 
Mixed asset
Adventurous find out more trade
EdenTree Amity European B Equities 
European equities
Income find out more trade
Fundsmith Sustainable Equity I Acc Equities 
Global equities
Adventurous find out more trade
L&G Ethical I Acc Equities 
UK equities
Low cost find out more trade
Liontrust Sust Fut Corp Bd 2 Grs Inc Fixed Income 
Sterling bonds
Core find out more trade
Liontrust Sust Fut Eurp Gr 2 Net Acc Equities 
European equities
Core find out more trade
Liontrust UK Ethical 2 Net Acc Equities 
UK equities
Adventurous find out more trade
Pacific Assets Ord Equities 
Asian equities
Core find out more trade
PIMCO GIS Global Bond ESG Instl GBPH Inc Fixed Income 
Global bonds
Low cost find out more trade
Rathbone Ethical Bond I Acc Fixed Income 
Sterling bonds
Income find out more trade
Royal London Sustainable Div C Acc Alternatives 
Mixed asset
Core find out more trade
Royal London Sustainable Leaders C Acc Equities 
UK equities
Core find out more trade
Stewart Investors Glbl EM Sust B Acc GBP Equities 
Emerging markets
Core find out more trade

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ii ACE 30 - Embraces

Funds that focus on companies delivering positive social and/or environmental outcomes.

These funds often refer to focusing on 'delivering positive impacts' as a major element of their investment strategy and purpose. Alternatively they may simply be entirely invested in a sector (such as renewable energy or social housing) where the potential to help deliver positive benefits is widely recognised. Fund strategies vary and you should be aware that unlike the other two styles additional ethical factors may not always be considered by funds of this kind.

Name

Asset group

Investment category

Selection rationale

Invest now

Impax Asian Environmental Markets IRL X Equities 
Asian equities
Adventurous find out more trade
Impax Environmental Markets Ord Equities 
Global equities
Smaller company find out more trade
iShares Global Clean Energy ETF USD Dist GBP Alternatives 
Specialist
Low cost find out more trade
Syncona Ord Alternatives 
Specialist
Smaller company find out more trade
Threadneedle UK Social Bd Z Grs Acc£ Fixed Income 
Sterling bonds
Adventurous find out more trade
VT Gravis Clean Energy Income C GBP Acc Alternatives 
Specialist
Income find out more trade

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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.

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