UK Accessible Alternative to US Index Fund

trufflehunt

Hi

There is a Vanguard US fund called ESGV.  

As far as I can see it is not accessible to UK investors. 

Can anyone tell me if there is a fund available to UK investors which

employs the same ESG screening criteria, and invests in the same range of US companies.

NB This is not a recommendation. And I have no investments in the ESGV fund.

masonic

So you are looking for an ethical US tracker based on ESG? How about https://www.ishares.com/uk/individual/en/products/283565/ishares-sustainable-msci-usa-sri-ucits-etf?switchLocale=y&siteEntryPassthrough=true

dunroving

trufflehunt said:

Hi

There is a Vanguard US fund called ESGV.  

As far as I can see it is not accessible to UK investors. 

Can anyone tell me if there is a fund available to UK investors which

employs the same ESG screening criteria, and invests in the same range of US companies.

NB This is not a recommendation. And I have no investments in the ESGV fund.

Have you looked at the The Vanguard ESG Developed World All Cap Equity Index (UK) on the Vanguard UK page? Not US-specific, but a lot of world index funds are heavy on US.

trufflehunt

masonic said:

So you are looking for an ethical US tracker based on ESG? How about https://www.ishares.com/uk/individual/en/products/283565/ishares-sustainable-msci-usa-sri-ucits-etf?switchLocale=y&siteEntryPassthrough=true

Thank you.  That ishares etf concentrates on a very narrow base of holdings, just 132, which is not quite what I'm researching.

trufflehunt

dunroving said:

trufflehunt said:

Hi

There is a Vanguard US fund called ESGV.  

As far as I can see it is not accessible to UK investors. 

Can anyone tell me if there is a fund available to UK investors which

employs the same ESG screening criteria, and invests in the same range of US companies.

NB This is not a recommendation. And I have no investments in the ESGV fund.

Have you looked at the The Vanguard ESG Developed World All Cap Equity Index (UK) on the Vanguard UK page? Not US-specific, but a lot of world index funds are heavy on US.

Thank you. I already have the broader 'Developed World' aspects covered, that fund also, as it happens, and this time around am looking at US, ESG, broader spread of holdings.  The ESGV fund has somewhere around 1500 holdings.

Prism

trufflehunt said:

masonic said:

So you are looking for an ethical US tracker based on ESG? How about https://www.ishares.com/uk/individual/en/products/283565/ishares-sustainable-msci-usa-sri-ucits-etf?switchLocale=y&siteEntryPassthrough=true

Thank you.  That ishares etf concentrates on a very narrow base of holdings, just 132, which is not quite what I'm researching.

I'm not sure it makes too much difference. The ESGV fund does have more holdings I would say about 1300 of those holdings make up a tiny percentage of the fund.

masonic

trufflehunt said:

masonic said:

So you are looking for an ethical US tracker based on ESG? How about https://www.ishares.com/uk/individual/en/products/283565/ishares-sustainable-msci-usa-sri-ucits-etf?switchLocale=y&siteEntryPassthrough=true

Thank you.  That ishares etf concentrates on a very narrow base of holdings, just 132, which is not quite what I'm researching.

Yes, the Vanguard fund is much more inclusive and, just looking at the top 10 holdings, includes several companies that are excluded from the iShares ETF. I don't know whether they are rightly or wrongly excluded.

Thrugelmir

trufflehunt said:

masonic said:

So you are looking for an ethical US tracker based on ESG? How about https://www.ishares.com/uk/individual/en/products/283565/ishares-sustainable-msci-usa-sri-ucits-etf?switchLocale=y&siteEntryPassthrough=true

Thank you.  That ishares etf concentrates on a very narrow base of holdings, just 132, which is not quite what I'm researching.

27% of the ESGV ETF is held in just 10 stocks.  The bulk of the remainder will make little diffference to the overall performance. 

NottinghamKnight

masonic said:

trufflehunt said:

masonic said:

So you are looking for an ethical US tracker based on ESG? How about https://www.ishares.com/uk/individual/en/products/283565/ishares-sustainable-msci-usa-sri-ucits-etf?switchLocale=y&siteEntryPassthrough=true

Thank you.  That ishares etf concentrates on a very narrow base of holdings, just 132, which is not quite what I'm researching.

Yes, the Vanguard fund is much more inclusive and, just looking at the top 10 holdings, includes several companies that are excluded from the iShares ETF. I don't know whether they are rightly or wrongly excluded.

That'll probably depend on your personal view of the funds e, s and/ or g criteria I suppose. 

masonic

Thrugelmir said:

trufflehunt said:

masonic said:

So you are looking for an ethical US tracker based on ESG? How about https://www.ishares.com/uk/individual/en/products/283565/ishares-sustainable-msci-usa-sri-ucits-etf?switchLocale=y&siteEntryPassthrough=true

Thank you.  That ishares etf concentrates on a very narrow base of holdings, just 132, which is not quite what I'm researching.

27% of the ESGV ETF is held in just 10 stocks.  The bulk of the remainder will make little diffference to the overall performance. 

I make it 39% for the top 10 holdings of the iShares ETF, vs 27% for the S&P500 index.

Thrugelmir

masonic said:

Thrugelmir said:

trufflehunt said:

masonic said:

So you are looking for an ethical US tracker based on ESG? How about https://www.ishares.com/uk/individual/en/products/283565/ishares-sustainable-msci-usa-sri-ucits-etf?switchLocale=y&siteEntryPassthrough=true

Thank you.  That ishares etf concentrates on a very narrow base of holdings, just 132, which is not quite what I'm researching.

27% of the ESGV ETF is held in just 10 stocks.  The bulk of the remainder will make little diffference to the overall performance. 

I make it 39% for the top 10 holdings of the iShares ETF, vs 27% for the S&P500 index.

The figure I quoted was Vanguard US at the 30th November.