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Sustainable funds quarterly update

Here you’ll find a quarterly update on the best-selling sustainable funds (gross sales) on our platform. You can find information on these funds – or search for other sustainable investments that match your clients’ preferences – by using our Sustainable Investment Finder tool

Important information: the value of investments and the income from them can go down as well as up and the client may not get back the amount originally invested.

Q1 2024
Q4 2023
Q3 2023

Ask the expert

Assessing clients’ sustainable investing requirements can be complex. To help you gauge what the right approach might be for your firm, we pose your questions to Lee Coates, co-founder of ESG Accord.

Advising clients on sustainable investing

Establishing whether a client has any sustainable investing preferences or not is no longer an optional exercise. Rules and regulations are now in place that make this mandatory.