Moneyfacts Group plc

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IS YOUR ETHICAL FUND A STELLAR PRODUCT?

We use over 30 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.

WHAT CRITERIA IS 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
  • 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.

Your package can include:

Star Ratings Plaque or Trophy
Star Ratings Certificate and Poster
Star Ratings Window Vinyl
We’ve worked with many Providers to help and give advice on the best ways to use a Star Rating in marketing plans. Click below to see some examples in our short video:


CLICK HERE TO GO BACK TO THE MONEYFACTS ANNUAL STAR RATINGS HOME PAGE


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