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ii ACE 40 investments

Overview
Methodology

ii ACE 40 investments

The UK's first rated list of sustainable investments. Our impartial selections can help you make the right choice for you.

Ace 40

Important information - the value of your investments may go down as well as up. You may not get back all the money that you invest. Investing in emerging markets involves different risks from developed markets. In many cases the risks are greater. The value of international investments is affected by currency fluctuations which might reduce their value in sterling. The selection of these funds does not constitute a personal recommendation. We have not assessed your personal circumstances or preferences.

The ii ACE 40 makes investing sustainably easy.

The ACE 40 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.

From the wider sustainable investment universe, we have picked out what we believe to be best-in-class funds, investment trusts and exchange-traded funds (ETFs).

You can find out how each one attained ii rated status by reading our Methodology and FAQs.

Our ii ACE 40 selections are:

  • High-quality companies chosen from the widest possible range of sustainable investments
  • From different sectors and regions, with risk options from core to adventurous
  • Designed to suit ALL investors
  • Chosen for their potential to deliver strong financial performance
  • Managed in a genuinely sustainable manner – there is no ‘greenwashing’ of information that aims to mislead about the environmental credentials of a company

Past performance is not a guarantee of future performance.

The ACE 40 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.

Dzmitry Lipski, Head of Funds Research at interactive investor

How to use the ii ACE 40

The ii ACE 40 is sorted into asset groups, investment categories and Morningstar Sustainable Attributes

Asset groups include global equities and fixed-income options, while the investment categories suit the type of investor you are. These range from low cost – for those looking to control what they are paying – to smaller company and adventurous, for investors keen to add higher-risk options to a balanced portfolio.

The investment categories follow a similar structure to our Super 60, but the limited range of sustainable options available means some categories are currently blank. We plan to add extra options over time as new sustainable investments are launched or build up a good track record of performance.

ii ACE 40

Morningstar Sustainable Attributes explained

Each fund defined as a sustainable investment by Morningstar sit under the Morningstar Sustainable Attributes framework which identifies sustainable investments using the fund’s own stated objectives and categorises them as either a “General ESG Investment” or a “Sustainability Themed Investment”. 

General ESG Investment

The fund uses environmental, social and governance (ESG) criteria as a central part or binding factors of their security-selection and portfolio-construction process. Strategies that incorporate ESG factors typically have explicit sustainable criteria that invested companies must meet.

Sustainability Themed Investment

The fund targets themes that stand to benefit from the long-term trends towards greater sustainability in the way we live and work. For example, a focus on climate action, healthy ecosystems, human development, resource security and basic needs. These strategies usually seek to make an impact alongside financial return on specific issue areas through their investments.
Exclusionary funds sit within Morningstar Employs Exclusions Framework and form a wider part of the investment universe. Although a common strategy adopted by sustainable funds, this approach alone is not enough to been included in the Morningstar Sustainable Investment universe.  

Employs Exclusions

Investments that exclude certain sectors, companies, or practices, including norms-based screening, abortion/stem cells, adult entertainment, alcohol, animal testing, controversial weapons, fur & specialty leather, gambling, genetically modified organisms (GMOs), military contracting, nuclear, palm oil, pesticides, small arms, thermal coal, tobacco and other.

ii ACE 40 performance review: Q3 2024

26 days agothe interactive investor team

ii ACE 40 investments

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

Download

Asset Groups

ii ACE 40 Equities

ii ACE 40 Fixed Income

ii ACE 40 Alternatives

ii ACE 40 Equities

UK equities

Name

Investment Category

Morningstar Sustainable Attributes

Selection rationale

Invest now

Royal London Sustainable Leaders C AccCoreGeneral ESG Investmentfind out more trade
UBS ETF MSCI UK IMI SRILow costGeneral ESG Investmentfind out moretrade

UK equity income

Name

Investment Category

Morningstar Sustainable Attributes

Selection rationale

Invest now

Janus Henderson UK Responsible Income CoreGeneral ESG Investmentfind out moretrade

Global equities

Name

Investment Category

Morningstar Sustainable Attributes

Selection rationale

Invest now

UBS ETF MSCI World SRI USD A dis GBPLow costGeneral ESG Investmentfind out moretrade
Janus Henderson Global Sustainable EquityCoreGeneral ESG Investmentfind out moretrade
Wellington Global Stewards FundCoreGeneral ESG Investmentfind out moretrade
Impax Environmental Markets OrdAdventurousSustainability Themed Investmentfind out moretrade
Baillie Gifford Responsible Global Equity IncomeCoreGeneral ESG Investmentfind out moretrade
Schroder Global Sustainable Value Equity FundAdventurousGeneral ESG Investmentfind out moretrade

Emerging markets

Name

Investment Category

Morningstar Sustainable Attributes

Selection rationale

Invest now

iShares MSCI EM SRI ETF USD Acc GBPLow costGeneral ESG Investmentfind out moretrade
Stewart Investors Glbl EM Sust B Acc GBPCoreGeneral ESG Investmentfind out moretrade

Asian equities

Name

Investment Category

Morningstar Sustainable Attributes

Selection rationale

Invest now

UBS ETF MSCI Pacific SRI USD A dis GBPLow costGeneral ESG Investmentfind out moretrade
Pacific Assets OrdCoreGeneral ESG Investmentfind out moretrade
Fidelity Sustainable Asia Equity FundCoreGeneral ESG Investmentfind out moretrade

European equities

Name

Investment Category

Morningstar Sustainable Attributes

Selection rationale

Invest now

iShares MSCI Europe SRI ETFLow costGeneral ESG Investmentfind out moretrade
M&G European Sustain Paris Aligned FundAdventurousGeneral ESG Investmentfind out moretrade
EdenTree Responsible and Sustainable European EquityAdventurousGeneral ESG Investmentfind out moretrade

US equities

Name

Investment Category

Morningstar Sustainable Attributes

Selection rationale

Invest now

iShares MSCI USA SRI ETF USD Acc GBPLow costGeneral ESG Investmentfind out moretrade
Brown Advisory US Sust Gr GBP B IncCoreGeneral ESG Investmentfind out moretrade

ii ACE 40 Fixed Income

Global bonds

Name

Investment Category

Morningstar Sustainable Attributes

Selection rationale

Invest now

Amundi Global Aggt Green Bond ETFLow costSustainability Themed Investmentfind out moretrade
PIMCO GIS Global Bond ESG Instl GBPH IncCoreGeneral ESG Investmentfind out moretrade

Sterling bonds

Name

Investment Category

Morningstar Sustainable Attributes

Selection rationale

Invest now

Liontrust Sust Fut Corp Bd 2 Grs IncCoreGeneral ESG Investmentfind out moretrade
Rathbone Ethical Bond I AccAdventurousGeneral ESG Investmentfind out moretrade
CT UK Social Bond Fund Z Gross Accumulation GBPAdventurousSustainability Themed Investmentfind out moretrade

ii ACE 40 Alternatives

Specialist

Name

Investment Category

Morningstar Sustainable Attributes

Selection rationale

Invest now

iShares Global Clean Energy ETF USD Dist GBPLow costGeneral ESG Investmentfind out moretrade
Polar Capital Smart Energy FundAdventurousSustainability Themed Investmentfind out moretrade
VT Gravis Clean Energy Income C GBP AccIncomeSustainability Themed Investmentfind out moretrade

Mixed asset

Name

Investment Category

Morningstar Sustainable Attributes

Selection rationale

Invest now

Royal London Sustainable Div C AccCoreGeneral ESG Investmentfind out moretrade
Royal London Sustainable WorldAdventurousGeneral ESG Investmentfind out moretrade
Royal London Sustainable Growth CoreGeneral ESG Investmentfind out moretrade
Royal London Sustainable Managed GrowthCoreGeneral ESG Investmentfind out moretrade

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Disclaimer(s)

The Super 60 / ACE 40 investments list has been selected by our investment experts to help narrow down the wide choice of available investment products. We believe it represents a set of high-quality choices, across different asset classes, regions, and investment types.

However, you should note that the selection of Super 60 / ACE 40 investments list is not investment advice or a ‘personal recommendation’. This means neither we, nor Morningstar, have assessed your investment knowledge, your financial situation (including your ability to bear losses), your investment objectives, your risk tolerance, or your sustainability preferences. 

You should ensure that any investment decisions you make are suitable for your personal circumstances, and if you are unsure about the suitability of a particular investment or think you need a personal recommendation, you should speak to a suitably qualified financial adviser. Neither ii nor Morningstar are responsible for any trading decisions, damages or other losses related to the Super 60 / ACE 40 investments list.

The past performance of an investment is not a reliable indicator of future results, and ii or Morningstar do not guarantee or predict the future performance of the Super 60 / ACE 40 investments list as a whole or the constituent investments. 

Disclosure(s) 

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 looking for income generated to be paid directly into their account. 

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

Any changes to the ii Super 60 / ACE 40 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Review.

Details of all Super 60 / ACE 40 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 have holdings in one or more Super 60 / ACE 40 investments, which could create a conflict of interest. Any member of staff involved in the development of 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 the Super 60 / ACE 40 investments 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 Super 60 / ACE 40 investments list. This is to avoid personal interests conflicting with the interests of investors in the Super 60 / ACE 40 investments.

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