• For a significant number of investors, priorities are changing and they want to ensure that their investment returns are aligned with a clear set of values. Now, in the same way that we recycle our waste, drive more environmentally friendly cars and try to buy organic food and fair trade products, we can extend ethical principles to our investment decisions.

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  • Our range of responsible funds

    We have been at the forefront of responsible investment ever since launching Europe’s first ethically-screened fund in 1984. In the past 30 years, we have developed responsible investment into a core capability. Starting as a single innovative equity fund, our responsible investment solutions now include a range of funds across asset classes.

    How our ethical funds work

    Each of our Responsible funds are underpinned by a comprehensive process that employs the expertise and experience of three separate teams:

    Investment management - our Responsible funds are managed just like any of our mainstream portfolios with the exception that each company is screened against a set of ethical and environmental, social and governance (ESG) criteria before we can invest in it. Our fund managers research individual companies and investment themes and are responsible for actively managing the portfolios in order to generate outperformance compared to a standard unscreened benchmark.

    Governance & Sustainable Investment Team - We have one of the largest dedicated research teams of its kind in Europe, with extensive experience across a range of ESG issues and sectors. Responsibilities include: researching emerging ESG issues to help inform policy development, reviewing companies against the ethical criteria, voting at company meetings and engaging with companies, regulators and other stakeholders to improve corporate governance and corporate sustainability performance.

    Responsible Investment Advisory Council - a six-strong independent Responsible Investment Advisory Council oversees the screening criteria within which the funds are managed. The Council is made up of experts in a range of ethical and sustainability matters. The Council is presided by Justin Welby, the Archbishop of Canterbury, and chaired by Howard Pearce, a leading figure in the responsible investment world.

    Please click on individual funds to find out more about the screening criteria underpinning the Funds, recent policy updates and more information about the Advisory Council.

  • Responsible funds

    Fund name Fund type Invests in Sector/Region
    BMO Responsible Global Emerging Markets Equity FundSICAVInvesting in equity and equity related securities in emerging market countriesEmerging Markets Find out more
    F&C Responsible Global Equity Fund (OEIC)OEICEthically screened portfolio of global equitiesGlobal Find out more
    F&C Responsible Global Equity Fund (SICAV)SICAVEthically screened portfolio of global equitiesGlobal Find out more
    F&C Responsible Sterling Bond FundOEICEthically screened portfolio investing primarily in investment grade corporate bondsUK Find out more
    F&C Responsible UK Equity Growth FundOEICEthically screened portfolio of growth orientated UK sharesUK Find out more
    F&C Responsible UK Income FundOEICEthically screened portfolio of UK shares with emphasis on those paying attractive and reliable dividendsUK Find out more