1.Liontrust Sustainable Future Corporate Bond Fund
OEIC (LON)
The Liontrust Sustainable Future Corporate Bond Fund is a core-rated sustainable bond fund that integrates ESG criteria into its fixed income strategy. This fund is an appealing choice for investors looking for responsible investment options while aiming for consistent income. By aligning with sustainable practices, it seeks to offer both ethical and financial returns.
Pros:
- Sustainable bond fund focus
Cons:
- No performance data available
- Lack of dividend information
The L&G MSCI World Socially Responsible Investment (SRI) Index Fund emphasizes sustainable investing by tracking the MSCI World SRI Index, making it an attractive option for those seeking global large-cap exposure. Despite a strong 1-year return of 37.48%, the fund has faced significant challenges with a 5-year return of -78.73%. Analysts from Barrington Research maintain an "Outperform" rating, indicating potential for recovery in the future.
Pros:
- Strong 1-year return
- Tracks MSCI World SRI Index
Cons:
- Significant 5-year decline
- High volatility indicated by beta
The Triodos Pioneer Impact Fund is a focused investment option that emphasizes positive social and environmental outcomes, making it particularly appealing for socially conscious investors. While this fund is accessible through Triodos Bank ISA accounts, it currently reports a 0.00% return over both the past year and five years. This lack of performance may lead investors to consider alternative opportunities, especially in light of the UK stock market's recent gains.
Pros:
- Emphasis on positive social and environmental outcomes
Cons:
- No returns reported
- Lack of dividend information
The Wellington Global Stewards Fund is a core-rated global sustainable equity fund that prioritizes companies with strong environmental, social, and governance (ESG) practices. Despite delivering a 0.00% return over the past year and five years, its focus on sustainability makes it an appealing choice for socially conscious investors. As the UK stock market shows signs of growth, this fund aligns with the increasing demand for responsible investment options.
Pros:
- Focus on companies with strong ESG practices
Cons:
- No returns reported
- Lack of dividend information
5.Rathbone Ethical Bond Fund I Acc
GBP (OTC)
The Rathbone Ethical Bond Fund I Acc stands out as an adventurous-rated ethical bond fund, focusing on sustainable fixed income investments. Despite its noble approach, it has delivered a 0.00% return over both the past year and five years, indicating a challenging environment for fixed income assets. This fund could appeal to investors looking to align their portfolios with ethical practices while seeking stability in their bond investments.
Pros:
- Ethical investment focus
Cons:
- No returns reported
- Lack of dividend information
6.Schroder Global Sustainable Value Equity Fund
LIKE (NYSE)
The Schroder Global Sustainable Value Equity Fund is recognized as an adventurous-rated ESG investment option, offering global exposure to sustainable equities. This fund is ideal for investors looking to align their portfolios with responsible investment practices while pursuing growth opportunities in a diverse range of markets.
Pros:
- Focus on global sustainable equity
Cons:
- No performance data available
- Lack of dividend information
7.CT UK Social Bond Fund
OEIC (LON)
The CT UK Social Bond Fund centers on sustainability by investing in UK social bonds, with an important update set for March 30, 2026, that incorporates Net Zero methodology. This fund is ideal for socially-conscious investors looking to align their portfolios with sustainability goals. While no financial data is currently available, the focus on social impact positions this fund as a meaningful addition to an investment strategy centered on responsible investing.
Pros:
- Focus on UK social bonds
Cons:
- No performance data available
- Lack of dividend information
The Triodos Global Equities Impact Fund is an impact-driven investment option available through Triodos Bank's Stocks and Shares ISA, featuring a low annual fee of 0.40% for investments up to £250,000. Despite its commitment to socially responsible investing, the fund has delivered flat returns of 0.00% over both the 1-year and 5-year periods. This fund may appeal to investors prioritizing ethical investments, though they should consider the stagnation in returns amid a rising UK stock market.
Pros:
- Impact-led investment approach
Cons:
- No returns reported
- Lack of dividend information
9.Royal London Sustainable Leaders C Acc
ACC (NYSE)
Royal London Sustainable Leaders C Acc stands out as a core ESG investment fund, prioritizing robust environmental and social criteria. With a one-year return of 31% and a dividend yield of 3.63%, it offers strong sustainable investment exposure for those looking to align their portfolios with ethical principles. Although recent analyst downgrades have emerged, this fund remains a solid choice for socially conscious investors seeking reliable performance.
Pros:
- Strong dividend yield
- Good 1-year and 5-year returns
Cons:
- Market cap information not available
- Potential volatility in returns
Final Words
As you consider socially responsible investment options this March 2026, remember that funds like the Rathbone Ethical Bond Fund and Triodos Global Equities Impact Fund can align your financial goals with your values. Take time to compare these options and conduct your own research to ensure you make informed investment decisions.
Frequently Asked Questions
The Rathbone Ethical Bond Fund I Acc is an adventurous-rated ethical bond fund designed for sustainable fixed income investment. It aims to provide investors with a responsible way to invest in bonds while focusing on ethical practices.
As of now, the Rathbone Ethical Bond Fund I Acc has reported a YTD return of 0.00% and has not shown any returns over the past 1, 3, 5, or 10 years. This indicates that the fund has not generated any returns during these periods.
When comparing ethical funds, it's important to consider factors such as risk rating, fee structure, and investment focus. The Rathbone Ethical Bond Fund I Acc is rated adventurous, making it suitable for investors seeking higher risk for potential rewards.
Socially responsible investment stocks are shares in companies that prioritize environmental, social, and governance (ESG) criteria. These investments aim to generate financial returns while also promoting positive societal impact.
When investing in socially responsible stocks, consider the company's ESG practices, financial performance, and alignment with your personal values. It's also important to assess the risk associated with these investments and ensure a diversified portfolio.
Investing in ethical funds may involve specific risks such as lower liquidity, potential underperformance compared to traditional funds, and limited investment options. It's crucial to evaluate your risk tolerance and investment goals before committing.


