Tag: Morningstar

UK retail investors invested an average of £1bn every month in responsible investment funds in 2020, according to research by the Investment Association. Net inflows in January 2021 reached £1.2bn, £703m of which was invested in equity funds, said the body, which based the study on its in-house responsible investment framework. Responsible funds under management now total over £56bn, a 66% growth in the past 12 months. Separate research by Refinitiv Lipper has found that UK ethical fund inflows more than doubled from 2019 to 2020.

BMO GAM has classified 16 of its responsible and sustainable strategies under the EU’s new Sustainable Finance Disclosures Regulation, which comes into effect next week. 15 of the funds fall under Article 8 of the rules, meaning they actively promote environmental or social characteristics through their investments. One fund comes under Article 9, which relates to strategies with sustainable finance as their ob…