Will I pay more in fees if I invest in SR/ESG funds?

As opposed to a normal index fund which simply tracks stocks based on their market capitalization, most ESG tracker funds and ETFs require a team of researchers to provide analysis and subsequent ESG (Environmental, Social, and Governance) ratings on each stock, which can therefore lead to some additional cost.

For this reason, the fees for our Global Shares ESG fund and the ESG versions of the S&P 500 ETF and European Shares ETF are slightly higher than their non-ESG counterparts. However, this doesn’t apply to all of our ESG funds as some only track companies that are inherently socially responsible, such as our Global Clean Energy ETF, and so do not require further analysis.

You can check the fees for all of our individual funds on our website here.

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All investing should be regarded as longer term. The value of your investments can go up and down, and you may get back less than you invest.

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