nigel woollsey

Nigel Woollsey

Online Writer
Published: 02/03/2020

How do we decide which ethical funds get the best rating?

Every 12 months, the Moneyfacts product specialists take an in-depth look over the ethical funds sector to determine which are judged worthy of our coveted four- and five-star annual Star Ratings. Many different elements are carefully weighed and judged in comparison with the other products currently available to determine which ethical funds are truly leaders in their class when it comes to the benefits they provide to consumers.

The Moneyfacts Star Ratings are an impartial and highly respected overview of many categories of financial products, valued by professionals, providers and consumers alike.

The features and benefits of each ethical fund products that we closely examine are expanded on in the ‘What elements of ethical funds do we look at?’ section below.

How does a star rating help me find the best ethical funds?

Moneyfacts Star Ratings are both independent and impartial – meaning we can provide consumers with an expert analysis for the whole market – so you can have confidence that the ethical funds we score highly really are among the best that can be found.

What elements of ethical funds do we look at?

A considerable number of features are considered in the final star rating awarded to an ethical fund product. These include:


• Flexibility of investment amount
• Initial entry charges
• Ongoing charges
• Linked products available
• In addition, the level of involvement with the investing companies is considered
• The avoidance of negative investing, including that which benefits from animal testing, armaments, environmental damage and oppressive regimes
• The support of positive investment, incorporating employee welfare/rights, packaging reduction and sustainable forestry.

 

Ethical Funds - Five Stars

  • ASI Ethical Corporate Bond Fund 
  • ASI Europe ex UK Ethical Equity Fund
  • ASI UK Ethical Equity Fund
  • BMO Responsible Global Equity
  • BMO Responsible Sterling Bond
  • BMO Responsible UK Equity Growth
  • BMO Responsible UK Income
  • EdenTree Amity European
  • EdenTree Amity International
  • EdenTree Amity Sterling Bond
  • EdenTree Amity UK
  • Janus Henderson Global Sustainable Equity
  • Janus Henderson Institutional Global Responsible Managed
  • Janus Henderson UK Responsible Income
  • Jupiter Ecology
  • Jupiter Responsible Income
  • Kames Ethical Cautious Managed OEIC
  • Kames Ethical Corporate Bond Fund OEIC
  • Kames Ethical Equity Fund OEIC
  • Liontrust Sustainable Future
  • Liontrust UK Ethical
  • Premier Ethical Fund
  • Royal London Sustainable Managed Growth
  • Royal London Sustainable Managed Income

Ethical Funds - Four Stars

  • 7IM Sustainable Balance
  • ASI Global Ethical Equity Fund
  • AXA IM Ethical Distribution OEIC
  • Rathbone Ethical Bond Fund
  • Royal London Sustainable Diversified Trust
  • Royal London Sustainable Leaders Trust
  • Royal London Sustainable World Trust

Disclaimer: This information is intended solely to provide guidance and is not financial advice. Moneyfacts will not be liable for any loss arising from your use or reliance on this information. If you are in any doubt, Moneyfacts recommends you obtain independent financial advice.

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