How Barclays identifies Impact Investing Funds and Exchange Traded Funds (ETFs)

At Barclays we see Impact Investing as three potential approaches a fund manager may take to incorporate impact considerations into their investment process.

How companies operate

  • The fund manager considers environmental, social, and governance (ESG) factors when assessing the investment
  • For example, they might invest in companies with leading environmental standards or strong employee safety records.

Social and environmental trends

  • The fund manager looks more broadly at social and⁄or environmental trends for investment opportunities
  • For example, they might invest in companies active in healthy living or sustainable agriculture sectors.

Specific societal issues

  • The fund manager starts with a specific societal challenge and looks for investments that address it
  • For example, they might invest in companies developing treatment for rare diseases or equipment to treat water and waste.

The value of investments can fall as well as rise and you could get back less than you invest. If you’re not sure about investing, seek independent advice.

Choose between Impact Funds or Impact Exchange Traded Funds (ETFs)

Barclays Investments has reviewed the public documents from the fund managers of all the sterling denominated funds and ETFs available to buy on Smart Investor against the above impact criteria. Listed below are all those considered to be Impact Investments.

The impact review does not include an assessment of the quality or effectiveness of the fund manager in taking the approach, nor does it assess the investment process itself and associated performance outcomes. As always you should perform your own review of any product before you invest to ensure it is appropriate for your needs. Mentioning these individual products does not provide a recommendation. If you're unsure where to invest, seek professional advice.

This data is correct as of 10 April 2018

Impact criteria - How companies operate

Aberdeen Responsible UK Eq
Sedol for Accumulation unit
B131GD1
Sedol for Income unit
B131GH5
F&C Responsible Gbl Eq 2
Sedol for Accumulation unit
3314504
Sedol for Income unit
B828PQ8
F&C Responsible UK Eq Gth 2
Sedol for Accumulation unit
3339648
Sedol for Income unit
B8BKZY3
F&C Responsible UK Income 2
Sedol for Accumulation unit
B4NKFT8
Sedol for Income unit
3314485
Jupiter Responsible Income
Sedol for Accumulation unit
B40TGH3
Sedol for Income unit
B5ZWNT5
Janus Henderson Inst Global Responsible Managed
Sedol for Accumulation unit
B4LMJ38
Sedol for Income unit
0503004
Sarasin RspsbleGblEq P
Sedol for Accumulation unit
B8369M5
Sedol for Income unit
B75JDT0
Stewart Investors WW Sust B
Sedol for Accumulation unit
B7W3061
Sedol for Income unit
B8319S6
SVM All Europe SRI B
Sedol for Accumulation unit
B1FL7V4
Sedol for Income unit
N/A
Vanguard SRI European Stk
Sedol for Accumulation unit
B76VTL9
Sedol for Income unit
N/A
Vanguard SRI Global Stock
Sedol for Accumulation unit
B76VTN1
Sedol for Income unit
N/A

Impact criteria - Social and environmental trends

7IM Sustainable Balance C
Sedol for Accumulation unit
B1LBFZ8
Sedol for Income unit
B1LBG00
Fidelity Gbl Health Care W GBP
Sedol for Accumulation unit
BJVDYK8
Sedol for Income unit
N/A
Janus Henderson Global Sustainable Equity
Sedol for Accumulation unit
B71DPP6
Sedol for Income unit
0503004
Janus Henderson UK Responsible Inc
Sedol for Accumulation unit
N/A
Sedol for Income unit
0503037
Pictet Clean Energy I dy GBP
Sedol for Accumulation unit
B516829
Sedol for Income unit
N/A
Pictet GlbEnvrOpp I dy GBP
Sedol for Accumulation unit
B4YWL06
Sedol for Income unit
N/A
Pictet Health I dy GBP
Sedol for Accumulation unit
B5168K7
Sedol for Income unit
N/A
Pictet Nutrition I dy GBP
Sedol for Accumulation unit
B54YLC1
Sedol for Income unit
N/A
Pictet Timber I dy GBP
Sedol for Accumulation unit
B51SHR3
Sedol for Income unit
N/A
Pictet Water I dy GBP
Sedol for Accumulation unit
B516BZ3
Sedol for Income unit
N/A
Schroder Global Healthcare Z
Sedol for Accumulation unit
B76V7Q0
Sedol for Income unit
B76V7R1
Stewart Investors Asia Pac Ldr B
Sedol for Accumulation unit
3387476
Sedol for Income unit
B57S0V2
Stewart Investors Ind Sbnt B
Sedol for Accumulation unit
B1FXTG9
Sedol for Income unit
N/A

Impact criteria - Specific societal issues

Baillie Gifford PostivChng B
Sedol for Accumulation unit
BYVGKV5
Sedol for Income unit
N/A
Jupiter Ecology
Sedol for Accumulation unit
B4KLC26
Sedol for Income unit
B7W6PR6
L&G Future World Gender in Leadership UK Index
Sedol for Accumulation unit
BF2LS45
Sedol for Income unit
BFX1T29
Sarasin Food & Agri Opp P
Sedol for Accumulation unit
B77DTQ9
Sedol for Income unit
B8GJCL1
Threadneedle UK Scl Bd Z
Sedol for Accumulation unit
BF23379
Sedol for Income unit
BF23391

Explore further

Barclays Multi-Impact Growth Fund

Another approach to Impact investing is to construct an impact portfolio/fund with a range of asset classes, along with one or several Impact themes.

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Placing a fund or ETF order

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If you’re looking to place a fund order, watch our short video to understand the steps you’ll need to go through, from researching the available funds to placing your order.

The value of investments can fall as well as rise and you could get back less than you invest. If you’re not sure about investing, seek independent advice.

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