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ESG funds with the largest inflows

The analysis is based on global fund flows experienced by funds available for sale globally.

In this gallery, we look at the five funds rated in the best 10% of Morningstar’s sustainability rating with the largest net inflows in July.

The analysis is based on global fund flows experienced by funds available for sale globally. All flow figures are in US dollars.

Source: Morningstar

 

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In this gallery, we look at the five funds rated in the best 10% of Morningstar’s sustainability rating with the largest net inflows in July.

The analysis is based on global fund flows experienced by funds available for sale globally. All flow figures are in US dollars.

Source: Morningstar

 

The Amundi polen capital global growth fund registered its largest bout of inflows this July since its inception in November 2018. Investors pumped in $290.6m into the global equity fund this July.

The fund achieved a 19.0% total return over one year to end July 2020. This is in comparison to the sector average of 5.8%.

Its fund size stands at $1.0bn as of end July 2020.

The American Century NT heritage fund saw positive net flows of $394.7m this July.

The fund is currently ranked 110 out of 2165 within the US equity mid-cap category based on its historical sustainability score.

The US mid-cap equity fund is managed by duo AA-rated Robert M. Brookby and Nalin Yogasundram. Brookby has been with American Century Investments since 2018 while Yogasundram joined the firm in 2013.

The UBS China opportunity fund took in $407.8m in July, its highest bout of net inflows since May 2018.

The fund is led by the head of China equities of UBS, Bin Shi who has been AAA-rated by Citywire since November 2017. Managers Denise Cheung and Morris Wu joined the co-management of the fund in April 2018 and June 2019 respectively.

The MFS meridian prudent capital fund has enjoyed consistent monthly net inflows since January 2018, attracting an average of $91.9m per month since then.

The fund recorded its largest bout of inflows of $450.4m this July. Net flows into the fund has been rising since March. Investors have injected a cumulative $1.2bn since then.

The mixed assets flexible USD fund has 39.8% allocated to equities, 25.4% to bonds, and 34.2% to cash.

The $3.3bn fund is managed in an unconstrained manner by a team of three fund managers: + rated Barnaby Wiener, David Cole, and Edward Dearing.

The American Century sustainable equity fund saw the largest bout of inflows amongst sustainable funds in July. Net flows into the US equity fund hit $702.5m duing the month.

The fund invests in a blend of large value and large growth stocks while taking environmental, social, and governance factors into account.

The fund is managed by a team of four rated managers: AA-rated Robery J Bove, AA-rated Joe Reiland, A-rated Justin Brown, and A-rated Greg Woodhams.

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