2021 Ethical Funds Moneyfacts Star Rating Revealed | moneyfacts.co.uk

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Derin Clark

Derin Clark

Online Reporter
Published: 17/03/2021
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Today, Moneyfacts has revealed its coveted five and four-star ratings for ethical funds for 2021, making it easier for investors looking for ethical funds to find the best deals.

This year, 25 ethical fund products were awarded a five-star rating, among which were Premier Miton, EdenTree, Liontrust and Jupiter Asset Management. Meanwhile, 11 products have been given a four-star rating.


Commenting on today’s announcement, Lee Tillcock, editor of Investment Life & Pensions at Moneyfacts, said: “The growth within the ethical, sustainable and socially responsible investing (SRI) fund arena is continually evolving to encompass a broader range of approaches, making fund selection a more difficult task. Increasingly coming to the fore in recent years this growth in SRI has been driven by greater awareness of the environmental and financial risks posed by issues such as climate change. The Moneyfacts Ethical Funds Star Ratings highlight the ethical funds that offer the most flexible options and competitive charges, combined with a robust ethical screening policy.”

How the ethical fund star ratings were chosen

Numerous features are considered when assessing the ratings, and some of these include:

  • Flexibility of investment amount
  • Initial entry charges
  • Ongoing charges
  • Linked product available
  • In addition, the level of involvement of 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.


If you are interested in investing in an ethical fund you can find out more information about these types of investments reading our ethical investing guide


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