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3 Funds with a Low Carbon Approach

VIDEO: As part of London Climate Action Week, Morningstar Analyst Hortense Bioy uses Morningstar tools to find three UK funds with low-carbon risk in their portfolios

Hortense Bioy, CFA 3 July, 2019 | 10:25AM

 

 

Hortense Bioy: This week is London Climate Action Week and I wanted to take this opportunity to remind you that Morningstar offers a wide range of tools to help investors evaluate the level of carbon risk embedded in their investment portfolios.

And today I would like to talk to you about our low-carbon designation. It’s a unique and innovative badge that we award to funds with low-carbon risk and low exposure to fossil fuels. We developed this badge to help investors quickly and easily identify funds that are well-aligned with the transition to a low-carbon economy. 

About 20% of the funds in the Morningstar database have received the low-carbon designation. And here are three UK examples.

- The LF Lindsell Train UK Equity Fund, rated Gold, is a standout choice for investors comfortable with a highly concentrated portfolio.

- The Royal London Sustainable Leaders fund, rated Bronze, is a strong option for those seeking exposure to companies that show leadership in environmental, social, and governance management.

- And finally, the income-orientated Threadneedle UK Equity Income Fund, which is rated Silver, offers a balanced approach to income and growth.

As you can see, these three funds have not only been awarded the low-carbon designation, but also a high globe rating, which indicates a strong overall sustainability profile, and a top rating from our analyst team.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Hortense Bioy, CFA

Hortense Bioy, CFA  is director of passive funds and sustainability research in Europe for Morningstar

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