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Diligent Savers

By Mike Narouei, Content Producer at Boring Money

16 Aug, 2019

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Diligent Savers

Diligent Savers see sustainable investments as ones that are likely to stand the test of time. Investments in companies that do better, think forward, don’t get caught up in scandalous headlines and don’t have power-hungry CEOs. It’s a case of supporting the respectable and losing the wild cards.

  • 4.6 million savers and investors in the UK

  • Mostly older (55 and over)

  • Fairly even gender split

More than half…

✓ Recycle

✓ Reduce food waste

✓ Shop locally

More than a third…

✓ Limit single use plastic

Funds suggested by Morningstar

We work with global research firm Morningstar who supply us with data every three months. We then map the funds to each type of investor and their stated preferences.

The Diligent Savers funds:

  • Are broadly available to retail investors through mainstream platforms

  • Have a High or Above Average Morningstar Sustainability Rating

  • Have an overall Morningstar rating of 5 stars (out of 5)

  • Are in the top 2 performance quartiles over 3 years

Fund List

The links below will take you to Morningstar hosted factsheets, where you can read their technical research view and assess a funds sustainability rating and its Environmental, Social and Governance scores.