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Big Exchange

as of 17/03/2021 at 4:58 pm

Holly's view

This is a new addition to the ISA scene and is worth a look for those who want a simple, ready-made collection of sustainable investments with minimum hassle. The website is not as flash as some and getting set up won’t be the slickest digital experience BUT the costs are fair, the investment process thorough and you will know that your money is aiming to do well and do good. Nice.

Our Rating

Recommended For

Beginner Investor

In a nutshell

Unique propostion

Positive impact on people and planet

Actively managed funds

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You Say

Your overall rating

Based on 2 reviews

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What to Expect

  1. Best Buys 2021
  2. Ease of use
  3. Behind the scenes

The Big Exchange is the standout winner for Best for Sustainable ISA 2021 because of the focus and emphasis it places on encouraging positive impact investing. The company are striving to help build a fairer financial system and actively promote using money to make a change.

Setting up an account with The Big Exchange is not a particularly glossy journey, however it is easy and you are guided through each step. Costs are clear and the process is uncomplicated. The website is easy to use, however can be stifling, specifically in terms of fund research and analysis.

The logged in experience is smooth, albeit slightly limiting in terms of fund analysis. It clearly shows you your “social passport”, which is a record of your positive financial and social actions. This is a novel concept that aligns well with the company’s proposition. Performance is displayed clearly and is easy to analyse.

Investment Choice

Products

Stocks and Shares ISA

Junior ISA

Investment Account

Investments available

Funds from other groups

Ethical investments

Investment help

Help building a portfolio

Includes a shortlist of investments

The 'Geeky' Details

Provider details

The Big Exchange are a unique proposition with a sole focus on sustainability and making a positive contribution to people and the planet.

Investment options have been thoroughly vetted to ensure they align with the platform’s principles, with each fund given an independent rating in the form of a Gold, Silver or Bronze medal. Every investment option needs to prove how it helps people and the planet to be awarded a medal.

Investors can select specific funds that align with their values or choose from one of 3 ready-made bundles that consist of multiple funds which The Big Exchange have selected, each catering to a different risk-appetite.

The Big Exchange charge a platform fee of 0.25% a year, plus fund manager fees, which vary between 0.8% to 1.8% each year. With an average investment charge of 1.2%, a £10,000 investment would cost £12.08 a month, all-in.

Important Facts & Figures