3D Partners

3D Funds

All funds are rated regardless of financial considerations but the funds listed below are licenced to display the Star Rating logo.  This provides independent verification of their excellence which is backed up by a detailed profile of the fund. All licencees are leaders in their sector.

Baillie Gifford (Positive Change)

Baillie-Gifford logoBaillie Gifford has a pedigree dating back to 1908 and is a champion of long-term, engaged investing.  The Positive Change Fund is a relatively recent addition to the range of funds, but builds on a heritage of engaged investing.  This a high conviction, concentrated portfolio with thoughtful and detailed impact reporting that goes beyond outputs to look at outcomes and impact.  The fund lives up to its name with clear documentation of how it is achieving Positive Change with reference to the UN Sustainable Development Goals and justifies its status as a five star fund.  Web Site

Brown Advisory (US Sustainability Growth)

brown_advisory_logo-headerBrown Advisory is an investment firm founded in the US, with a growing footprint in the UK.  The company has a strong presence in sustainable and responsible investing, with many of its assets having some form of ethical screening, ESG or sustainability themes.  The Brown Advisory US Sustainable Growth fund is a large- cap fund investing in US companies that have a ‘sustainable business advantage’. The fund reports on its impact, embeds ESG risk assessment into the investment process and applies an exclusion screen. Web Site

Fidelity (Sustainable Water & Waste)

This fund is one of the first in Fidelity’s sustainability range, with a clear thematic focus on the water and waste management sectors which are underpinned by strong demographic drivers.  At least 70% of holdings have to score favourably on ESG characteristics, with engagement being used to improve the performance of the remainder.  Web Site

Gravis Capital (Clean Energy Income)

GRAVIS Clean Energy Fund Logo Square RGBThis fund provides exposure to clean energy without the high levels of volatility associated with clean energy equity funds..  It also offers a relatively high level of income.  Risk is reduced by predominantly investing in operational assets with predictable and long-term revenue streams.  Web Site

Hearthstone (TM Home Investor Fund)

As its name suggests, this fund invests in residential housing focused on renting to lower income households. There is a real need for such housing, with a well-publicised national shortage of decent, affordable provigil.  The fund seeks to acquire, let and manage houses with improved environmental standards, located near public transport in areas of low flood risk. Energy and environmental standards of the fund’s housing stock are significantly above the national average, demonstrating the fund’s standing as ‘best in class’. Web Site

Hermes (Impact Opportunities)

hermesHermes Investment Management is a major investor with considerable experience in ESG investing.  This fund is a welcome addition to the existing ESG mandates, with a very clear focus on social and environmental solutions.  The fund seeks to generate value by creating positive and sustainable change, investing in 8 core themes. Part of the change is brought about by active engagement with investee companies on ESG issues, and ESG is fully integrated into investment decision making.  Web Site

Impax Asset Management (Environmental Markets)

impax logoImpax Asset Management only invests in the opportunities created by the scarcity of natural resources and the growing demand for cleaner, more efficient products and phentermine.  The Environmental Markets PLC is Impax’s flagship fund and given the long term track record, strategy, pure environmental focus, high level of transparency and excellence of the impact reporting, we have awarded the fund a 5 star rating.   Web Site

Investec (Global Environment, UK Sustainable Equity)

Investec LogoInvestec offer two sustainable investment funds.  One is a leader amongst ethical and sustainable UK equity funds, targeting investments across social and environmental themes with a clear focus on making a positive social impact.  The other is a global environmental fund focussing on solutions to climate change.  The manager has a clear commitment to and understanding of, sustainability. Web Site

Jupiter Asset Management (Global Sustainable Equity)

As its name suggests, this fund seeks to help address the world’s major environmental and social challenges by supporting companies to deliver a clear and demonstrable positive impact on society. This intentionality is backed up by a significant resource and by the actual content of the fund.  Transparency is high, with a clear determination to engage with investors and democratise impact investing. Web Site

Kames (Global Sustainable Equity)

This fund marks a departure from the traditional ethical approach of the manager. Although it retains some ethical criteria, the emphasis is on identifying sustainability leaders and improvers, in the belief that this will augment performance.  It also distinguishes the fund through the focus on ESG momentum and investing in positive change.  Web Site

Liontrust (Sustainable Future Fund Range, UK Ethical, Monthly Income Bond)

liontrust logoLiontrust runs a wide range of sustainable investment funds, all of which are positively rated.  The range of sustainability funds is unmatched in the UK and there is a clear thematic focus combined with ESG analysis and ethical exclusion. The group has invested heavily in a substantial team of sustainability investment specialists.  The investment rationale is clear and well thought out, with good levels of communication.   Web Site

M&G (Positive Impact, Multi-Asset Sustainable Allocation)

M&G logoAs its name suggests, the Positive Impact fund seeks to help address the world’s major environmental and social challenges by supporting companies to deliver a clear and demonstrable positive impact on society.  This intentionality is backed up by a significant resource and by the actual content of the fund.  Transparency is high, with a clear determination to engage with investors and democratise impact investing. We have no hesitation in awarding the fund a five star rating.  The multi asset fund is an ‘all in one’ fund combining multiple assets with 30% dedicated to impact equities and the rest undergoing an ESG screen. Web Site

Montanaro (Better World)

montanaroMontanaro is a boutique investment management company with one of the largest investment teams dedicated to small and midcaps in Europe and a history of ESG integration. The Better World Fund continues this tradition, whilst going further to focus on 6 key themes that make a positive impact.  The fund’s mantra is similar to that of 3D Investing, aiming to make money for its clients and to do good. Web Site

Pictet (Global Environmental Opportunities, Timber)

Pictet is one of the pioneers of thematic investing.  The Global Environmental Opportunities Fund embraces multiple environmental themes in the belief that these offer an attractive investment proposition.  The fund was originally run under a different strategy, but has since been run in a different way that has both been more successful and more focused on environmental solutions.  ESG risks are monitored to avoid ethical controversies and this is borne out by a lack of exposure to any ethical controversies. Uniquely, the fund measures the sustainability of the portfolio with reference to sustainable limits.  The Timber fund is an actively managed fund investing in timber related stocks and integrates ESG and sustainability into its management.  Web Site

Rathbones (Ethical Bond, Global Sustainability)

rathbones logoThe Ethical Bond Fund is marked out by its proven track record, higher than average yield, comprehensive exclusion criteria, and inclusion of high social impact investments.   Unlike many other bond funds, there is no exposure to fossil fuels and the breadth of exclusionary screens makes it widely suitable for ethical investors. The Global Sustainability Fund is a conviction Fund that combines ethical exclusions with a thematic focus on the UN Sustainable Development Goals and a high level of corporate governance.  It Web Site

Sarasin (Responsible Bond, Responsible Global Equity, Sustainable Real Estate)

sarasin logoThe Responsible Corporate Bond Fund has a clear thematic bias, combined with an ESG matrix to avoid controversies and to raise the exposure to companies with a relatively good environmental and social performance.  The Responsible Global Equity Fund is a large cap fund which combines a thematic approach with ethical exclusions, whilst also considering a number of key policies on ESG issues.  Likewise, The Sustainable Real Estate Fund is a clear leader amongst real estate funds with ESG factors being very evident in stock selection.  The managers have considerable expertise in assessing ESG issues with a strong conviction that higher standards of ESG lead to superior performance.  Web Site

Standard Life (Global Equity Impact)

standard life investmentsStandard Life has a proven track record in ethical investing and this fund builds on this heritage.  The fund is distinctive for its focus on larger companies (when compared with other impact funds) at different stages of impact maturity. The extent of impact is measured and reported in a comprehensive and detailed way, according to eight impact pillars that draw on the UN Sustainable Development Goals.  Aberdeen Standard is a large institution and uses its size to engage with holdings on ESG issues.  Web Site

Triodos (Global Equities Impact, Pioneer Impact)

triodos logoTriodos is known as a real pioneer in sustainable investing, chiefly through its banking operations.  The quality of the social research, transparency of communications and the ethos of the funds are second to none. We have a very high level of confidence in Triodos’ ability to manage sustainability issues and the Global Equities Impact Fund provides exposure to seven key sustainability themes.   The Pioneer Impact Fund invests in the same themes but with a focus on small and medium sized companies.   Web Site

UBP (Positive Impact Equity)

UBP_logoAs its name suggests, this fund is one of a growing number that are invested for positive impact with reference to the UN Sustainable Development Goals. This fund has a European focus and is distinctive for meeting SDG 16 (Peace, Justice and Strong Institutions) by donating a portion of the management fee to charities aligned to this goal.  The fund is committed to reporting on impact, having a very clear alignment with the SDGs and being assessed on their impact intensity.  The quality of the process and portfolio composition make this a five star fund.   Web Site

Wellington (Global Impact)

Wellington-management-logoThis fund provides emerging market exposure whilst maintaining a very high social impact. The fund is clearly intentional in delivering impact, incorporates ESG and reports on it’s impact. Web Site

WHEB (Sustainability)

wheb logoWHEB is a specialist fund manager wholly focussed on sustainable investing in global equities.  The fund invests in solutions to sustainability challenges driven by the megatrends of resource scarcity, population growth, urbanisation, rising living standards and globalisation.  The team’s understanding and communication of sustainability is exceptional and therefore one of only a few funds to be awarded a 3D five star ranking.  Web Site

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