Responsible investing - our thematic equity funds
Summary of the thematic equity funds available in our unit-linked fund range
The following responsible investing, thematic funds are available within our unit-linked fund range for the following products:
- Elite, Executive Savings Plan, Flexible Growth Plan, International Investment Account, International Pension Plan, Offshore Savings Plan, Premier, Premier 2, Premier Advance, Premier Ultra, Summit, Summit 2, Ultra Advance, Zenith.
Visit our interactive fund centre for prices, performance, charting and factsheets for each unit-linked fund.
Please note that the funds are subject to a management fee of 1.20% in addition to the Ongoing Charge Fee ("OCF ") shown in the table below which applies to the underlying fund links.
Climate Change
Fund name |
Currency and ISIN |
Morningstar category |
Morningstar Star rating* |
OCF** |
|---|---|---|---|---|
L21 Pictet Global Environmental Opportunities |
USD - IM00B3SXWH28 |
Sector Equity Ecology |
3 Stars |
1.99% |
R34 Schroder Global Climate Change Equity |
USD - IM00B28VRT65 |
Sector Equity Ecology |
4 Stars |
1.83% |
Resources and Energy
Fund name |
Currency and ISIN |
Morningstar category |
Morningstar Star rating* |
OCF** |
|---|---|---|---|---|
P69 BlackRock Sustainable Energy |
USD - GB00B1FH3T26 |
Sector Equity Alternative Energy |
4 Stars |
1.96% |
Sustainable
Fund name |
Currency and ISIN |
Morningstar category |
Morningstar Star rating* |
OCF** |
|---|---|---|---|---|
L92 Schroder Global Sustainable Growth (USD) |
USD - IM00BMBV9428 |
Global Large-Cap Growth Equity |
4 Stars |
1.63% |
Multi-Thematic
Fund name |
Currency and ISIN |
Morningstar category |
Morningstar Star rating* |
OCF** |
|---|---|---|---|---|
L95 JPM Global Sustainable Equity (USD) |
USD - IM00BM91S700 |
Global Large-Cap Growth Equity |
3 Stars |
1.80% |
Water and Waste
Fund name |
Currency and ISIN |
Morningstar category |
Morningstar Star rating* |
OCF** |
|---|---|---|---|---|
L96 Robeco Sustainable Water (USD) |
USD - IM00BNNTP094 |
Sector Equity Water |
3 Stars |
1.71% |
Notes:
Information contained within these tables is sourced from Morningstar® and is correct as at 29 September 2026.
* Morningstar® awards a Star rating based on historic returns adjusted for risk and charges, with the top 10% of funds in a category awarded 5 Stars and the bottom 10% 1 Star.
** Ongoing Charge ("OCF") includes the Annual Management Charge plus other operational expenses of the underlying fund, so better reflects the total costs applied to the underlying fund.
