BMO Responsible Global Equity

A fund that looks to deliver a portfolio of global stocks that are considered to be making a positive contribution to society and the environment.

This fund, previously part of the Friends Provident Stewardship offering, is one of the oldest ethical funds in the UK. It invests in global stocks selected for their growth potential, with the team focusing on investments around social and environmental themes such as energy efficiency, responsible banking or healthcare. The fund managers are supported by a sustainability team which will check that the selected stocks are suitable on both a negative and positive screening point of you. Whilst this fund was historically investing in all sectors apart from the most controversial ones such as tobacco or armaments, the process has evolved over the years to focus on companies which are making a positive impact on the overall society.