Ethical Funds

Showcasing 5 Star Ratings in the Ethical Fund market

Is your Ethical Fund a 5 Star product?

We use over 35 years of impartial expertise to assess the features and charges for Ethical Funds.

The Moneyfacts Annual Ethical Fund Star Ratings showcase the most complete products, looking outside of the investment returns and comparing products based on the avoidance of negative investment and the support of positive investment, as well as the charges applied and the flexibility for investors.
We have collected over 40 fields of information per individual product, all of which are available for assessment.
The products that are awarded Five or Four Star Ratings offer the most comprehensive range of standout features, that set them apart from the rest of the market.

Is your Ethical Fund a 5 Star product?

We use over 35 years of impartial expertise to assess the features and charges for Ethical Funds.

The Moneyfacts Annual Ethical Fund Star Ratings showcase the most complete products, looking outside of the investment returns and comparing products based on the avoidance of negative investment and the support of positive investment, as well as the charges applied and the flexibility for investors.
We have collected over 40 fields of information per individual product, all of which are available for assessment.
The products that are awarded Five or Four Star Ratings offer the most comprehensive range of standout features, that set them apart from the rest of the market.

For any questions or to purchase your licence, please contact our friendly experts:

Jack Hawes, Client Account Manager

T: 01603 476193 E: jhawes@moneyfacts.co.uk

2023 Awarded Ethical Fund products

What criteria are used?

The Moneyfacts Star Ratings for Ethical Fund products are based on the weighting of specific features, that are likely to be the most relevant to those looking to invest in a fund.

A considerable number of features will add to the final score, and some of this information includes:

What criteria are used?

The Moneyfacts Star Ratings for Ethical Fund products are based on the weighting of specific features, that are likely to be the most relevant to those looking to invest in a fund.

A considerable number of features will add to the final score, and some of this information includes:

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

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

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

Make the most of your Ethical Fund Star Rating

When we award your Ethical Fund product a Five or Four Star Rating, it’s time to let the world know! Buy your Moneyfacts Annual Star Ratings licence package to maximise your Marketing.

Make the most of your Ethical Fund Star Rating

When we award your Ethical Fund product a Five or Four Star Rating, it’s time to let the world know! Buy your Moneyfacts Annual Star Ratings licence package to maximise your Marketing.

YOUR PACKAGE CAN INCLUDE:

Star Logo Artwork

A licence to use the Moneyfacts Annual Star Ratings logo, available in a variety of formats, for use across all channels.

Star Logo Artwork

A licence to use the Moneyfacts Annual Star Ratings logo, available in a variety of formats, for use across all channels.

YOUR PACKAGE CAN INCLUDE:

Plaque or Trophy

A wall-mountable or freestanding plaque/trophy to showcase your Moneyfacts Annual Star Rating and use as a permanent reminder.

Plaque or Trophy

A wall-mountable or freestanding plaque/trophy to showcase your Moneyfacts Annual Star Rating and use as a permanent reminder.

YOUR PACKAGE CAN INCLUDE:

Moneyfacts Star Ratings Certificate & Poster

Certificate and Poster

A certificate and PDF poster for use in branch.

Certificate and Poster

A certificate and PDF poster for use in branch.

YOUR PACKAGE CAN INCLUDE:

Moneyfacts Star Ratings Vinyl Window Sticker

Window Vinyl

A4 or A5 self-adhesive window stickers.

Window Vinyl

A4 or A5 self-adhesive window stickers.

YOUR PACKAGE CAN INCLUDE:

Star Logo Artwork

A licence to use the Moneyfacts Annual Star Ratings logo, available in a variety of formats, for use across all channels.

Star Logo Artwork

A licence to use the Moneyfacts Annual Star Ratings logo, available in a variety of formats, for use across all channels.

YOUR PACKAGE CAN INCLUDE:

Plaque or Trophy

A wall-mountable or freestanding plaque/trophy to showcase your Moneyfacts Annual Star Rating and use as a permanent reminder.

Plaque or Trophy

A wall-mountable or freestanding plaque/trophy to showcase your Moneyfacts Annual Star Rating and use as a permanent reminder.

YOUR PACKAGE CAN INCLUDE:

Certificate and Poster

A certificate and PDF poster for use in branch.

Certificate and Poster

A certificate and PDF poster for use in branch.

YOUR PACKAGE CAN INCLUDE:

Window Vinyl

A4 or A5 self-adhesive window stickers.

Window Vinyl

A4 or A5 self-adhesive window stickers.

YOUR PACKAGE CAN INCLUDE:

Star Logo Artwork

A licence to use the Moneyfacts Annual Star Ratings logo, available in a variety of formats, for use across all channels.

Star Logo Artwork

A licence to use the Moneyfacts Annual Star Ratings logo, available in a variety of formats, for use across all channels.

YOUR PACKAGE CAN INCLUDE:

Plaque or Trophy

A wall-mountable or freestanding plaque/trophy to showcase your Moneyfacts Annual Star Rating and use as a permanent reminder.

Plaque or Trophy

A wall-mountable or freestanding plaque/trophy to showcase your Moneyfacts Annual Star Rating and use as a permanent reminder.

YOUR PACKAGE CAN INCLUDE:

Certificate and Poster

A certificate and PDF poster for use in branch.

Certificate and Poster

A certificate and PDF poster for use in branch.

YOUR PACKAGE CAN INCLUDE:

Window Vinyl

A4 or A5 self-adhesive window stickers.

Window Vinyl

A4 or A5 self-adhesive window stickers.

Get in touch

Samantha Owens

Star Ratings and PF Analytics Manager

Email Samantha

Jack Hawes

Client Account Manager

Email Jack

Samantha Owens

Star Ratings and PF Analytics Manager

Email Samantha

Jack Hawes

Client Account Manager

Email Jack

Samantha Owens

Star Ratings and PF Analytics Manager

Email Samantha

Jack Hawes

Client Account Manager

Email Jack

*Terms of use: Moneyfacts Annual Star Ratings are copyright and may only be used or replicated by licence. The Moneyfacts Annual Star Ratings are assessed annually and in order to benefit from the above marketing potential a licence must first be obtained from Moneyfacts Group. The licence runs for one calendar year starting from the release date of the annual assessment regardless of when purchased. In order not to miss market advantage, early purchase is strongly recommended. Licences only apply to the accredited product and not across a range unless a range of products has been accredited and a multi-licence has been purchased from Moneyfacts Group.

Ethical Funds

Ethical Funds

Showcasing 5 Star Ratings in the Ethical Fund market

Showcasing 5 Star Ratings in the Ethical Fund market

Is your Ethical Fund a 5 Star product?

Is your Ethical Fund a 5 Star product?

For any questions or to purchase your licence, please contact our friendly experts:

What criteria are used?

What criteria are used?

Make the most of your Ethical Fund Star Rating

Make the most of your Ethical Fund Star Rating

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

Read more about Moneyfacts Star Ratings

Read more about Moneyfacts Star Ratings

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Get in touch

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