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

Moneyfacts.co.uk will never contact you by phone to sell you any financial product. Any calls like this are not from Moneyfacts. Emails sent by Moneyfacts.co.uk will always be from news@moneyfacts-news.co.uk. Be Scamsmart.

MONEYFACTS ARCHIVE. This article was correct at the time of publication. It is now over 6 months old so the content may be out of date.

Derin Clark

Derin Clark

Online Reporter
Published: 17/03/2021

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

Disclaimer

Information is correct as of the date of publication (shown at the top of this article). Any products featured may be withdrawn by their provider or changed at any time. Links to third parties on this page are paid for by the third party. You can find out more about the individual products by visiting their site. Moneyfacts.co.uk will receive a small payment if you use their services after you click through to their site. All information is subject to change without notice. Please check all terms before making any decisions. 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.

Savings coins in a jar cup plant growing

Cookies

Moneyfacts.co.uk will, like most other websites, place cookies onto your device. This includes tracking cookies.

I accept. Read our Cookie Policy