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Moneyfacts Ethical Funds Star Ratings 2023

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Rachel Springall, Press Officer
Rachel Springall, Press Officer / Finance Expert T: 01603 476210 E: Email Rachel
15/02/2023

A stellar year for Moneyfacts Ethical Funds Star Ratings 2023

Moneyfacts is pleased to announce the Moneyfacts Annual Star Ratings 2023 for Ethical Funds.

  • A total of 27 products achieved a Five-Star rating for 2023, which is unchanged from the previous year, with a slight increase in the number of products attaining a Four-Star rating, up one product to 12.
  • More funds were assessed, increasing by two products year-on-year.
  • Over 40 fields of information were collected per fund for assessment.

The products awarded Five or Four-Star Ratings offer the most comprehensive range of standout features and competitive limits, which set them apart from the rest of the market.

Moneyfacts has been analysing data for 35 years, with the instantly recognisable Moneyfacts badge of quality helping inform consumers when comparing Ethical Funds.

Nine out of 10 people agree that a Star rating from an independent and impartial company could influence their decision in considering taking out a Financial Services product.*

(*Source: moneyfacts.co.uk, Star Ratings survey 11/2022-01/2023).

A stellar year for Moneyfacts Ethical Funds Star Ratings 2023

Moneyfacts is pleased to announce the Moneyfacts Annual Star Ratings 2023 for Ethical Funds.

  • A total of 27 products achieved a Five-Star rating for 2023, which is unchanged from the previous year, with a slight increase in the number of products attaining a Four-Star rating, up one product to 12.
  • More funds were assessed, increasing by two products year-on-year.
  • Over 40 fields of information were collected per fund for assessment.

The products awarded Five or Four-Star Ratings offer the most comprehensive range of standout features and competitive limits, which set them apart from the rest of the market.

Moneyfacts has been analysing data for 35 years, with the instantly recognisable Moneyfacts badge of quality helping inform consumers when comparing Ethical Funds.

Nine out of 10 people agree that a Star rating from an independent and impartial company could influence their decision in considering taking out a Financial Services product.*

(*Source: moneyfacts.co.uk, Star Ratings survey 11/2022-01/2023).

This year’s Five-Star awarded providers include:  

Ethical Funds: Columbia Threadneedle, EdenTree, Liontrust and Premier Miton.

VIEW THE FULL LIST OF 2023 AWARDED PRODUCTS – PLEASE CLICK HERE FOR ETHICAL FUNDS.

 

This year’s Five-Star awarded providers include:  

Ethical Funds: Columbia Threadneedle, EdenTree, Liontrust and Premier Miton.

VIEW THE FULL LIST OF 2023 AWARDED PRODUCTS – PLEASE CLICK HERE FOR ETHICAL FUNDS.

 

Lee Tillcock, Editor of Investment Life & Pensions Moneyfacts, said:

“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. Given the ongoing focus and continuing growth within the ethical, sustainable and socially responsible investing (SRI) fund arena, driven by greater awareness of the environmental and financial risks posed by issues such as climate change, fund selection has become an increasingly difficult task and these star ratings recognise the expertise currently available.”

Lee Tillcock, Editor of Investment Life & Pensions Moneyfacts, said:

“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. Given the ongoing focus and continuing growth within the ethical, sustainable and socially responsible investing (SRI) fund arena, driven by greater awareness of the environmental and financial risks posed by issues such as climate change, fund selection has become an increasingly difficult task and these star ratings recognise the expertise currently available.”

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

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

Ethical Funds

Ethical Funds

  • Flexibility of investment amount
  • Initial entry charges
  • Ongoing charges
  • Linked product available
  • In addition, the level of involvement with the investing companies is considered
  • Flexibility of investment amount
  • Initial entry charges
  • Ongoing charges
  • Linked product 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
  • 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

Notes to editors

Pioneering financial comparison technology for over 35 years.

Moneyfacts Group plc is the UK’s leading provider of retail financial product data. Used by virtually every bank and building society in the UK, and supplied to the Bank of England, Financial Conduct Authority, Financial Ombudsman Service, HM Treasury, Prudential Regulatory Authority and UK Finance.

Our expert research team monitors the thousands of mortgages, savings, credit card, personal loan, business banking, life, pension and investment products in the UK.

Moneyfacts’ Star Ratings highlight the best quality financial products available based on an assessment of all their features and criteria. Moneyfacts Star Ratings logos act as an independent and impartial badge of approval and help customers easily spot which are the better deals to help them make important decisions with confidence.

The growing range of products currently assessed includes:

  • Personal Current Accounts
  • Personal Credit Cards
  • Business Current Accounts
  • Business Credit Cards
  • SIPP and SSAS
  • Equity Release
  • Home Insurance
  • Home Emergency Cover
  • Car Insurance
  • Travel Insurance
  • Pet Insurance
  • Private Medical Insurance
  • Unsecured Personal Loans
  • Landlord Home Insurance
  • Commercial Mortgage.

For more information about us please see our key facts.

To link to our website please use moneyfactsgroup.co.uk.

Broadcast

Our broadcast suite enables our finance experts to appear in-vision for television, and we regularly comment live on national and regional radio.

To arrange an interview for radio or television, please contact our press department. We have an in-house broadcast room.

 

Notes to editors

Pioneering financial comparison technology for over 35 years.

Moneyfacts Group plc is the UK’s leading provider of retail financial product data. Used by virtually every bank and building society in the UK, and supplied to the Bank of England, Financial Conduct Authority, Financial Ombudsman Service, HM Treasury, Prudential Regulatory Authority and UK Finance.

Our expert research team monitors the thousands of mortgages, savings, credit card, personal loan, business banking, life, pension and investment products in the UK.

Moneyfacts’ Star Ratings highlight the best quality financial products available based on an assessment of all their features and criteria. Moneyfacts Star Ratings logos act as an independent and impartial badge of approval and help customers easily spot which are the better deals to help them make important decisions with confidence.

The growing range of products currently assessed includes:

  • Personal Current Accounts
  • Personal Credit Cards
  • Business Current Accounts
  • Business Credit Cards
  • SIPP and SSAS
  • Equity Release
  • Home Insurance
  • Home Emergency Cover
  • Car Insurance
  • Travel Insurance
  • Pet Insurance
  • Private Medical Insurance
  • Unsecured Personal Loans
  • Landlord Home Insurance
  • Commercial Mortgage.

For more information about us please see our key facts.

To link to our website please use moneyfactsgroup.co.uk.

Broadcast

Our broadcast suite enables our finance experts to appear in-vision for television, and we regularly comment live on national and regional radio.

To arrange an interview for radio or television, please contact our press department. We have an in-house broadcast room.

 

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James Hyde Press & PR Manager
Rachel Springall Press Officer / Finance Expert
Caitlyn Eastell Apprentice Press & PR Assistant