Results 2020

MUTUAL FUNDS

MPF

ETF

SUSTAINABILITY

1 TOP ESG PERFORMANCE

Awarding the parent fund of the ETF (and all it’s share classes) that are on the top 1% to 3% ESG performance within their peer groups. Each fund in the BlueOnion universe will receive an overall ESG score (1-100) and an independent Environmental, Social, and Governance score (0-100).  The peer group percentile rank is a relative rank against other funds in the same peer group.

2 TOP GLOBAL COMPACT (GC) PERFORMANCE

Awarding the parent fund of the ETF  (and all it’s share classes) that are on the top 1% to 3% GC performance within their peer groups. Each fund in the BlueOnion universe will receive an overall GC Score (1-100) and an independent Human Rights, Labor Rights, Environmental Stewardship, and Anti-Corruption score (0-100).  The peer group percentile rank is a relative rank against other funds in the same peer group.

3 TEMPERATURE ALIGNMENT

Awarding the parent fund of the ETF (and all it’s share classes) that are on the top 1% to 3% of the most-aligned temperature performance within their peer groups. Blue Onion classifies the funds’ performance by their near-term and long-term alignment to the Paris Agreement using a simple scorecard for four different ratings: Aligned Near-Term, Aligned Long-Term, Aligned, and Overheating. It is intended to help investors identify funds with investments aligned with environment protection key factors, limit global temperature rise, and have no implications for positive or negative investment returns.

4 SIGNIFICANT IMPROVEMENT

Awarding One ETF in each category – ESG, GC and Temperature Alignment that has made the most significant year-on-year improvement will be award this title.  

1 TOP ESG PERFORMANCE

Awarding the parent fund of the Mutual Fund (and all it’s share classes) that are on the top 1% to 3% ESG performance within their peer groups. Each fund in the BlueOnion universe will receive an overall ESG score (1-100) and an independent Environmental, Social, and Governance score (0-100).  The peer group percentile rank is a relative rank against other funds in the same peer group.

2 TOP GLOBAL COMPACT (GC) PERFORMANCE

Awarding the parent fund of the Mutual Fund (and all it’s share classes) that are on the top 1% to 3% GC performance within their peer groups. Each fund in the BlueOnion universe will receive an overall GC Score (1-100) and an independent Human Rights, Labor Rights, Environmental Stewardship, and Anti-Corruption score (0-100).  The peer group percentile rank is a relative rank against other funds in the same peer group.

3 TEMPERATURE ALIGNMENT

Awarding the parent fund of the Mutual Fund (and all it’s share classes) that are on the top 1% to 3% of the most-aligned temperature performance within their peer groups. Blue Onion classifies the funds’ performance by their near-term and long-term alignment to the Paris Agreement using a simple scorecard for four different ratings: Aligned Near-Term, Aligned Long-Term, Aligned, and Overheating. It is intended to help investors identify funds with investments aligned with environment protection key factors, limit global temperature rise, and have no implications for positive or negative investment returns.

4 SIGNIFICANT IMPROVEMENT

Awarding One Mutual Fund in each category – ESG, GC and Temperature Alignment that has made the most significant year-on-year improvement will be award this title.  

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