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Biggest ESG Funds Beating the Market

9 of the biggest ESG mutual funds Outperformed the S&P 500

ESG investing for hedge funds

9 of the biggest ESG mutual funds in the US outperformed the S&P 500 Index in 2019 and 7 of them beat their market benchmarks over the past 5 years.

According to Katherine Collins of Putnam Sustainable Leaders Fund. “ESG managers outperform when they focus not just on box checking but finding long-term competitive advantages.

  1. Ave Maria Growth Fund (Top performer in 2019)

  2. Calvert Equity (According to Joe Hudepohl, a former Olympic Swimmer now managing Calvert Equity Fund; “Clean water is one of the opportunities we see going forward. Quality tends to do well late cycle and into a downturn, so we think we’re pretty well positioned to protect in a down market)

  3. Putnam Sustainable Lenders Fund

All 3 of the above Mutual Funds recorded gains above 35%, in comparison with the S&P 500 which recorded 31.5%.

Morgan Stanley

Additionally, Morgan Stanley’s Global Opportunity and Brown Advisory Sustainable Growth Fund were on top of the rankings in the 5yr period.

Morgan Stanley’s Global Opportunity Fund has built a strategy around chasing companies using strong management to minimise negative environmental and social impacts.

Their largest holdings include Amazon, Mastercard and TAL Education.

The best performing funds have targeted tech and finance due to their historically low emissions.

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