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Moneyfacts Ethical Funds Star Ratings announced

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Rachel Springall, Press Officer
Rachel Springall, Press Officer / Finance Expert T: 01603 476210 E: Email Rachel
16/03/2022

A stellar year for the Moneyfacts Ethical Funds Star Ratings 2022

Moneyfacts is pleased to announce the Moneyfacts Annual Star Ratings 2022 for Ethical Funds

  • 27 products achieved a Five-Star rating, an 8% increase on 2021, with the number of Four-Star ratings remaining unchanged at 11.
  • There has also been an increase in funds assessed, increasing by 4% 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 charges, which set them apart from the rest of the market.

The instantly recognisable Moneyfacts badge of quality for over 30 years helps inform consumers comparing ethical funds. About 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 Group plc, Financial Services online consumer survey 4/21).

A stellar year for the Moneyfacts Ethical Funds Star Ratings 2022

Moneyfacts is pleased to announce the Moneyfacts Annual Star Ratings 2022 for Ethical Funds

  • 27 products achieved a Five-Star rating, an 8% increase on 2021, with the number of Four-Star ratings remaining unchanged at 11.
  • There has also been an increase in funds assessed, increasing by 4% 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 charges, which set them apart from the rest of the market.

The instantly recognisable Moneyfacts badge of quality for over 30 years helps inform consumers comparing ethical funds. About 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 Group plc, Financial Services online consumer survey 4/21).

This year’s Five-Star awarded providers include:

Premier Miton, EdenTree Investment Management, BMO Asset Management and Liontrust.

FOR THE FULL LIST OF 2022 AWARDED ETHICAL FUNDS, PLEASE CLICK HERE.

This year’s Five-Star awarded providers include:

Premier Miton, EdenTree Investment Management, BMO Asset Management and Liontrust.

FOR THE FULL LIST OF 2022 AWARDED ETHICAL FUNDS, PLEASE CLICK HERE.

Daniel Barber, Chief Commercial Officer at EdenTree Investment Management, said:

“EdenTree has remained at the forefront of ESG investing, to be consistently recognised with a Five-Star Moneyfacts product rating reflects our depth of expertise and knowledge of responsible and sustainable investing, developed for over 30 years. To get a continued vote of confidence from an industry expert like Moneyfacts gives us confidence that responsible and sustainable investing really does make a difference.”

Premier Miton, said:

“We’re delighted that Moneyfacts has awarded the Premier Miton Responsible UK Equity Fund with a Five-Star rating for the third year running, reflecting the consistency and quality of the fund’s investment approach and investment results.”

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

“The continuing growth within the ethical, sustainable and socially responsible investing (SRI) fund arena is encompassing a broader range of approaches, making fund selection an increasingly 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.”

Daniel Barber, Chief Commercial Officer at EdenTree Investment Management, said:

“EdenTree has remained at the forefront of ESG investing, to be consistently recognised with a Five-Star Moneyfacts product rating reflects our depth of expertise and knowledge of responsible and sustainable investing, developed for over 30 years. To get a continued vote of confidence from an industry expert like Moneyfacts gives us confidence that responsible and sustainable investing really does make a difference.”

Premier Miton, said:

“We’re delighted that Moneyfacts has awarded the Premier Miton Responsible UK Equity Fund with a Five-Star rating for the third year running, reflecting the consistency and quality of the fund’s investment approach and investment results.”

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

“The continuing growth within the ethical, sustainable and socially responsible investing (SRI) fund arena is encompassing a broader range of approaches, making fund selection an increasingly 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.”

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 30 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 and Charge Cards
  • Business Current Accounts
  • Business Credit Cards
  • SIPP and SSAS
  • Ethical Fund
  • Equity Release
  • Critical Illness
  • Home Insurance
  • Home Emergency Cover
  • Car Insurance
  • Commercial Vehicle Insurance
  • Travel Insurance
  • Pet Insurance
  • Private Medical Insurance
  • Unsecured Personal Loan.

For more information about us please see our key facts.

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 30 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 and Charge Cards
  • Business Current Accounts
  • Business Credit Cards
  • SIPP and SSAS
  • Ethical Fund
  • Equity Release
  • Critical Illness
  • Home Insurance
  • Home Emergency Cover
  • Car Insurance
  • Commercial Vehicle Insurance
  • Travel Insurance
  • Pet Insurance
  • Private Medical Insurance
  • Unsecured Personal Loan.

For more information about us please see our key facts.

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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Rachel Springall Press Officer / Finance Expert
Eleanor Williams Press Officer / Finance Expert