In 2022, FundCalibre began to include an ESG assessment on each Elite Rated and Radar fund note to help investors know exactly how responsible a fund really is. To keep things simple, FundCalibre assesses each fund as either ESG Explicit, ESG Integrated or ESG Limited.

Put simply, ESG Explicit funds are those that have an ESG/sustainable approach at the forefront of their investment philosophy. ESG Integrated funds are those that embed ESG analysis within the investment process, as a complementary input to decision making. And funds in the ESG Limited category are those where the overall portfolio will not be materially influenced by ESG.