Responsible investment for good money week

Good Money Week is this week (7 October) and new research agency Impact Lens has used the occasion to highlight three funds with processes to ensure their investments are responsible yet have outperformed the MSCI World Index over the last year.

The funds were selected using Impact Lens’ research process which rates each fund on its sustainability aims, ESG integration, stewardship, and engagement and governance. The Impact Lens methodology is reviewed by a panel of responsible investment professionals, academics and leaders of NGOs.

John Ditchfield, head of responsible investment at Helm Godfrey and co-founder of Impact Lens said: “Responsible investment has grown but, let’s face it, it’s also become much more complicated. There is a vast range of responsible investment products now on the market and poor data on a fund’s actual impact often leads to clients being matched with an unsuitable fund. That’s why it’s important to praise funds such as the three named today that comprehensively consider the environment and society in their investment process and invest to make a positive difference.”

The three funds are:
• Montanaro Better World – which measures positive impact using an Impact Calculator and seeks to invest in companies that solve sustainability challenges.
• Stewart Investors Asia Pacific Sustainability – Which assesses each potential investment for social usefulness and environmental efficiency.
• Rathbone Ethical Bond Fund – which only invests in issuers with environmental and socially positive traits.

Impact Lens launched earlier this year and Helm Godfrey, with £1.2bn under management, will be its only client for the first 12 months while the brand is established. Impact Lens will then launch to the rest of the advice market.

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