Sustainable Investment Finder

We've worked with SRI Services to create this helpful list of all the funds, exchange-traded funds (ETFs) and investment trusts on our platform that demonstrate a commitment to investing sustainably. Most of these investments will integrate environmental, social and governance (ESG) issues into their investment research, which may mean they exclude businesses with weak ESG credentials. Or they may seek to invest in companies that are displaying leadership or solving challenges from a sustainability perspective. Some also seek to have a positive impact on the environment or society. This is a complex area, so we can't promise the list includes every single investment that might have sustainable characteristics on our platform. That said, we're confident it's a good start.

This sustainable investing list is under a constant cycle of review. Once SRI Services has categorised a fund, it will ask fund managers to complete annual surveys to confirm there are no material changes to the fund's strategy. If there are, the fund is reassessed for its category. Fidelity also works closely with SRI Services to add any new relevant funds to this review process.

Investments that are grouped under a particular sustainable filter may not necessarily share the same strategy, so it's important to read the investment factsheet carefully before making a decision. If you click on the name of a fund, it will take you to the factsheet.

The design of investment funds is always a combination of what a fund manager (or fund management company) believes makes sense and what they think their customers will want to invest in.

For funds that specifically focus on environmental, social, governance and ethical issues there is an additional layer of planning required. Designing their strategies often involves weighing up lots of different issues, considering what people want today and where the investment risks and opportunities lie.

Some fund managers take the decision to focus on a specific industry, like water, or issue, such as climate change. Whereas others choose to have far broader remits, like sustainability funds and ethical funds.

There are also many different approaches that investment funds can take - from avoiding companies with poor standards (exclusions), to investing in companies that are providing useful services (positive stock selection) and encouraging companies to change (stewardship activity).

Climate change is a good example of this. Some people – and therefore some funds - will simply want to avoid coal, oil and gas companies. Others will want to focus on investing in renewable energy companies. And some will want to encourage oil companies to change their ways and become renewable energy companies. Some will also care about supply chains, employee relations and management practices. Others may not. Different fund strategies reflect each of these variations – and much more.

And when unforeseen challenges arise - such as when a company behaves in a way the fund manager did not expect or an accident occurs - some fund managers may continue to invest in a company so that they can encourage senior management to change their ways, whereas others will make a swift exit. There is no magic formula… but the good news is that fund managers are increasingly focusing on such things.

If you'd like to view our full range of funds, exchange-traded funds and shares, including those listed on the Sustainable Investment Finder, you can use our Investment Finder search tool. It allows you to sort, filter and compare all of the investments that we hold on our platform from a range of providers.

SRI Services was founded by Julia Dreblow, who has worked in sustainable and responsible investment since the 1990s. The company's mission is to help change the way people invest by making it easier to bring environmental, social and ethical issues into their financial planning. The company collects information directly from fund managers and categorises funds according to their own classifications. SRI Services aims to gather information on potentially relevant funds for use by anyone who is interested in sustainable investing and related areas. Their approach is designed to help you understand different fund strategies and compare them accurately, while avoiding researcher bias.