Which Fund Groups Get the Most Globes?

We have looked at asset management firm’s average Morningstar Sustainability Rating score – and who the leaders and laggards are.

Annalisa Esposito 4 January, 2021 | 10:33AM

Globe Rating

Morningstar's Globe Ratings are just one tool that can help investors work out a fund's ESG credentials. A 5 Globe Rating indicates a fund is at the top end of its peer group in terms of sustainability, while a 1 Globe Rating shows it is underperforming on sustainability issues. 

While this is useful to consider for each fund, it can also tell us about an investment group's attitude to ESG. A firm whose funds typically hold a higher than average Sustainability Rating would appear to take matters of environment, society and governance more seriously. Meanwhile, if an asset management group's funds typically score low against their peers, it would suggest ESG is not a high a priority at that group. 

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Morningstar ESG Ratings Explained

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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

Annalisa Esposito  is a data journalist for Morningstar.co.uk

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