3D Investing Licenced Funds

The 3D Investing Accreditations provide an extensive evidence-based audit, offering an independent verification of a fund or company’s responsible investment credentials and credibility. The 3D Impact Rating is an additional rating for certified funds that meet a minimum threshold for positive social and environmental impact.

Fund

Rating

Summary

Aegon Global Sustainable Equity
3D Investing AA Rating
This fund is distinctive for its focus on investing in positive change.
ASI Global Equity Impact
3D Investing AA Rating
Mixes ESG with a clear focus on positive impact in line with the UN Sustainable Development Goals.
Baillie Gifford Positive Change
3D Investing AAA Rating
A concentrated impact fund with sophisticated impact reporting and an exposure to emerging markets
Federated Hermes Global Equity Impact Opportunities
3D Investing AAA Rating
8 core impact themes with incorporation of ESG and active engagement
Fidelity Sustainable Water & Waste
3D Investing AA Rating
Has a pure focus on water and waste and also seeks above average ESG performance whilst reporting on key impacts.
Impax Environmental Markets PLC
3D Investing AAA Rating
A specialist, small & mid cap global environmental solutions fund
Jupiter Global Sustainable Equities
3D Investing AA Rating
Low carbon global fund with fully integrated ESG. Clear focus on business practices and positive impact.
Liontrust Monthly Income Bond
3D Investing A Rating
A relatively high monthly income and demonstrates a preference for companies with strong ESG credentials.
Liontrust Pan European Growth
3D Investing AA Rating
This fund is a leader amongst sustainable European equity funds and is the Euro denominated version of the fund.
Liontrust SF Absolute Growth
3D Investing AA Rating
A growth fund with freedom to invest without reference to asset allocation benchmarks
Liontrust SF Cautious Managed
3D Investing A Rating
A mixed asset fund with a 60% allocation to global equities that benefits from good ESG management
Liontrust SF Corporate Bond
3D Investing A Rating
Like other ethical corporate bond funds, there is a high weighting in financials and a relatively low social impact but the fund benefits from strong ESG analysis
Liontrust SF Defensive Managed
3D Investing A Rating
A mixed asset fund with a 45% allocation to global equities that benefits from good ESG management
Liontrust SF European Corporate Bond
3D Investing A Rating
One of only a few funds to provide exposure to European bonds with evidence of 'best of sector' ESG selection
Liontrust SF European Growth
3D Investing AA Rating
A leader amongst European equity funds
Liontrust SF Global Growth
3D Investing AA Rating
A global equity fund which balances thematic investment with an ESG approach
Liontrust SF Managed
3D Investing A Rating
A mixed asset fund with a 20% allocation to fixed interest and the remainder in equities
Liontrust SF UK Growth
3D Investing AA Rating
Some themes evident as well as a best of sector approach
Liontrust UK Ethical
3D Investing A Rating
Similar to the SF UK Growth fund but avoids animal testing
M&G Multi Asset Sustainable Allocation
3D Investing A Rating
An 'all in one' fund combing multiple assets with 30% dedicated to impact equities and the rest undergoing an ESG screen
M&G Positive Impact
3D Investing AAA Rating
A concentrated impact fund with a bespoke impact reporting app.
Montanaro Better World
3D Investing AAA Rating
A global equity fund with 6 core themes and a focus on impact
Ninety One Global Environment
3D Investing AAA Rating
A concentrated fund with a wholesale focus on environmental solutions and positive carbon impact
Ninety One UK Sustainable Equity
3D Investing AA Rating
A UK equity fund that is differentiated by its’ positive impacts.
Pictet Global Environmental Opportunities
3D Investing AA Rating
An environmental fund that seeks to keep within sustainable limits
Rathbone Ethical Corporate Bond
3D Investing A Rating
A UK corporate bond fund with rigorous exclusion criteria and a small amount in charity bonds
Rathbone Global Sustainability
3D Investing AA Rating
A high conviction fund that combines ethical screening with a thematic approach based on the Sustainable Development Goals
Sarasin Responsible Corporate Bond
3D Investing AA Rating
A UK corporate bond fund with a clear thematic approach
Sarasin Responsible Global Equity
3D Investing A Rating
A large cap fund which combines a thematic approach with ethical exclusions and ESG integration
Sarasin Sustainable Equity - Real Estate Global
3D Investing A Rating
An open ended fund investing in global property shares with good ESG management
Schroder Global Energy Transition
3D Investing AA Rating
Investing in multiple aspects of the renewable energy transition whilst avoiding fossil fuel production.
Storebrand Global ESG Plus
3D Investing Certified Fund Rating
An indexed global equity fund that incorporates rigorous climate change criteria
Storebrand Global Solutions
3D Investing AA Rating
An actively managed, global equity fund seeking to invest in sustainable companies whose products and/or services are positively contributing to the UN Sustainable Development Goals.
TM Home Investor
3D Investing A Rating
Invests in residential property at the lower end of the affordability spectrum and with specific sustainability criteria
Triodos Global Equities Impact
3D Investing AA Rating
A global equity fund investing in large cap stocks with a ‘best of sector’ approach
Triodos Pioneer Impact
3D Investing AAA Rating
A thematic fund investing in multiple social & environmental themes
Triodos Sterling Bond Impact
3D Investing Rating Pending
A bond fund with a focus on positive impact
UBAM Positive Impact Equity
3D Investing AAA Rating
A concentrated impact fund that benefits from a partnership with the Cambridge Institute for Sustainability Leadership
UBAM Positive Impact Emerging Equity
3D Investing AAA Rating
This is a highly distinctive fund that makes a true impact in emerging markets
VT Gravis Clean Energy
3D Investing AA Rating
A clean energy fund largely investing in clean energy infrastructure
Wellington Global Impact
3D Investing AAA Rating
One of the earlier impact funds with significant emerging markets exposure
Wellington Global Impact Bond
3D Investing AAA Rating
Each bond has a direct positive social impact and this is substantiated through a comprehensive impact report
WHEB Sustainability
3D Investing AAA Rating
A thematic equity fund investing in sustainability themes with excellent impact reporting
7IM Sustainable Balanced
3D Investing Certified Fund Rating
This fund combines a portfolio of direct stocks managed by Sarasin with collective investment funds including ETFs and infrastructure.