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5 Mutual Funds That Win With ESG

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Socially conscious investing has gone mainstream with many people now factoring environmental, social and corporate governance criteria—the ESG triumvirate that define so-called sustainable investing—into their portfolio decisions. In fact, worldwide investment firm Schroders reports that, over the past five years, 70% of U.S. investors have increased their allocation to ESG investments. In 2018, 43% of U.S. institutional investors—endowments, foundations and pension plans—incorporated ESG factors into their decision-making process, nearly twice the percentage in 2013.

One driving reason for the increased interest in values investing: The strategy has proven to reward investors just as well as other investing approaches. In fact, we found five actively managed funds—four stock funds and one bond portfolio—that combine an ESG ethos with stellar returns. Nearly all beat their benchmarks over the past five years (one has a shorter, but still impressive, track record). Take a look.

SEE ALSO: 101 Best Dividend Stocks to Buy for 2019 and Beyond


All returns and data are through Oct. 12, 2018. Source: Morningstar Inc.


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