MORE WAYS TO INVEST SUSTAINABLY

Welcome to the industry's broadest range of sustainable funds. Select a goal for making ESG part of your portfolio.

ESG SCREENED

Sustainable equity exposure for investors who are seeking to remove business activities that pose risks or don‘t match investor preferences.

What are these funds?

ETFs designed for investors seeking to reduce exposure to certain areas while maintaining exposure to flagship S&P indexes.

Key fund features

• 6 business involvement + controversy screens.

• 28% average reduction of carbon intensity compared to broad market indices.

Why should you care?

Because this is a cost-efficient way to build a sustainable equity portfolio.

ESG SCREENED FUNDS

Net Assets
$ 82,751,125.66
YTD Nav Return
18.25 (%)
Net Assets
$ 31,311,743.48
YTD Nav Return
16.43 (%)
Net Assets
$ 11,607,952.01
YTD Nav Return
17.82 (%)
Performance data represents past performance and does not guarantee future results. investment return and principal value will fluctuate with market conditions and may be lower or higher when you sell your shares. Current performance may differ from the performance shown. For most recent month-end performance and standardized performance, click on the fund ticker above.

ESG AWARE (ESG BROAD)

ETFs (Exchange Traded Funds) for investors seeking a similar risk and return to the broad market, with a more sustainable outcome.

What are these funds?

ESG Aware funds are sustainable equity building blocks for the core of a portfolio.

Key fund features

• 5 business involvement + controversy screens.

• Seek to maximize ESG score while maintaining target tracking error of 50bps developed market; 100bps emerging market.

• 34% average reduction of carbon intensity compared to broad market indices.

Why should you care?

Because iShares ESG Aware ETFs achieved higher ESG Scores by 28% and reduced carbon intensity by 27% on average, compared to broad market indices.

ESG AWARE FUNDS

Net Assets
$ 376,757,389.31
YTD Nav Return
18.58 (%)
Net Assets
$ 225,477,437.73
YTD Nav Return
9.22 (%)
Net Assets
$ 13,086,511.43
YTD Nav Return
4.44 (%)
Net Assets
$ 401,009,634.93
YTD Nav Return
-0.43 (%)
Net Assets
$ 112,842,189.32
YTD Nav Return
2.19 (%)
Performance data represents past performance and does not guarantee future results. investment return and principal value will fluctuate with market conditions and may be lower or higher when you sell your shares. Current performance may differ from the performance shown. For most recent month-end performance and standardized performance, click on the fund ticker above.

ESG ADVANCED (ESG BROAD)

Sustainable building blocks for investors seeking to prioritize access to higher-rated ESG companies while extensively screening out controversial activities.

What are these funds?

ESG Advanced funds have an explicit ESG objective. This may include a targeted, quantifiable ESG outcome.

Key fund features

• 14 business involvement + controversy screens.

• Selects the top ESG—rated companies (BBB and above).

• 61% average reduction of carbon intensity compared.

Why should you care?

Because these funds are designed for investors with the highest conviction toward leading ESG performers.

ESG ADVANCED FUNDS

ESG ADVANCED FUNDS
Net Assets
$ 376,757,389.31
YTD Nav Return
18.58 (%)
Net Assets
$ 225,477,437.73
YTD Nav Return
9.22 (%)
Net Assets
$ 13,086,511.43
YTD Nav Return
4.44 (%)
Net Assets
$ 401,009,634.93
YTD Nav Return
-0.43 (%)
Net Assets
$ 112,842,189.32
YTD Nav Return
2.19 (%)
Performance data represents past performance and does not guarantee future results. investment return and principal value will fluctuate with market conditions and may be lower or higher when you sell your shares. Current performance may differ from the performance shown. For most recent month-end performance and standardized performance, click on the fund ticker above.

ESG THEMATIC

Targeted exposure to global developed markets that provides access to structural economic themes.

What are these funds?

Funds that focus on a particular Environmental, Social, or Governance topic.

Key fund features

  • Unconstrained from a traditional country or sector benchmark.
  • May include business involvement screens or ESG rating constraints.

Why should you care?

Because these funds are designed for investors seeking access to a specific sustainable theme.

ESG THEMATIC FUNDS

Net Assets
$ 862,893,831.15
YTD Nav Return
13.17 (%)
Net Assets
$ 13,086,511.43
YTD Nav Return
4.44 (%)
Net Assets
$ 532,534,551.56
YTD Nav Return
4.36 (%)
Net Assets
$ 6,071,239,062.10
YTD Nav Return
-18.58 (%)
Performance data represents past performance and does not guarantee future results. investment return and principal value will fluctuate with market conditions and may be lower or higher when you sell your shares. Current performance may differ from the performance shown. For most recent month-end performance and standardized performance, click on the fund ticker above.

IMPACT

Targeted exposure to global bond or equity markets with a quantifiable ESG impact.

What are these funds?

Funds that seek to generate a measurable sustainable outcome, alongside a financial return.

Key fund features

These funds provide access to global investment grade green bonds issued to fund projects with direct environmental benefits.

Why should you care?

Because these funds are designed for investors looking to drive measurable change.

IMPACT FUNDS

Net Assets
$ 219,392,068.09
YTD Nav Return
-0.66 (%)
Performance data represents past performance and does not guarantee future results. investment return and principal value will fluctuate with market conditions and may be lower or higher when you sell your shares. Current performance may differ from the performance shown. For most recent month-end performance and standardized performance, click on the fund ticker above.

CLIMATE

You may be looking at ways to make your investments more climate focused. We offer three different approaches to aligning portfolios with the transition to a low-carbon economy.








REDUCE

What are these funds?

These funds seek to reduce exposure to heavy carbon emitters; may include broad ESG funds with stringent fossil fuels-related screens.

Key fund features

These funds reduce exposure to carbon emitters which may apply fossil fuel related screens.

Why should you care?

Because these funds can be used as broad building blocks for diversified sustainable portfolios.

ESG ADVANCED

ESG ADVANCED
Net Assets
$ 376,757,389.31
YTD Nav Return
18.58 (%)
Net Assets
$ 225,477,437.73
YTD Nav Return
9.22 (%)
Net Assets
$ 13,086,511.43
YTD Nav Return
4.44 (%)
Net Assets
$ 401,009,634.93
YTD Nav Return
-0.43 (%)
Net Assets
$ 112,842,189.32
YTD Nav Return
2.19 (%)

ESG SCREENED

Net Assets
$ 82,751,125.66
YTD Nav Return
18.25 (%)
Net Assets
$ 31,311,743.48
YTD Nav Return
16.43 (%)
Net Assets
$ 11,607,952.01
YTD Nav Return
17.82 (%)

LOW CARBON TARGET

Net Assets
$ 862,893,831.15
YTD Nav Return
13.17 (%)
Performance data represents past performance and does not guarantee future results. investment return and principal value will fluctuate with market conditions and may be lower or higher when you sell your shares. Current performance may differ from the performance shown. For most recent month-end performance and standardized performance, click on the fund ticker above.

PRIORITIZE

What are these funds?

Funds that allocate capital based on a company or governments commitments and actions to transition, such as companies reducing their reliance on fossil fuels and setting science-based targets.

Key fund features

These funds prioritize investments based on a company or government’s commitments and actions to transition.

Why should you care?

Because these funds can be used as broad building blocks for diversified portfolios that integrate climate data into investment processes.

CARBON TRANSITION READINESS

CARBON TRANSITION READINESS
Performance data represents past performance and does not guarantee future results. investment return and principal value will fluctuate with market conditions and may be lower or higher when you sell your shares. Current performance may differ from the performance shown. For most recent month-end performance and standardized performance, click on the fund ticker above.

TARGET

What are these funds?

Funds that invest in a specific sustainable activity, such as clean energy, or investments directly tied to projects that advance environmental purposes, such as green bonds.

Key fund features

These fund target investments in a specific sustainable activity or directly tied to projects.

Why should you care?

Because these funds can be used to invest in a specific sustainable activity, such as clean energy, or investments directly tied to projects that advance environmental purposes, such as green bonds.

CLEAN ENERGY

Net Assets
$ 6,071,239,062.10
YTD Nav Return
-18.58 (%)

GREEN BONDS

CLEAN ENERGY
Net Assets
$ 219,392,068.09
YTD Nav Return
-0.66 (%)
Performance data represents past performance and does not guarantee future results. investment return and principal value will fluctuate with market conditions and may be lower or higher when you sell your shares. Current performance may differ from the performance shown. For most recent month-end performance and standardized performance, click on the fund ticker above.