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Moderate Greens

7 Aug, 2019

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Moderate Greens

Moderate Greens invest to prepare for their own financial futures, but know their investments can do more. So they welcome opportunities to have a positive impact while they save, especially if it’s good for the environment. After all, we make the world we leave for our kids and family.

  • 9 million savers and investors in the UK

  • All ages

  • Fairly even gender split

More than half…

✓ Recycle

✓ Reduce food waste

✓ Shop locally

✓ 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 Moderate Greens funds:

  • Are broadly available to retail investors through mainstream platforms

  • Have a High Morningstar Sustainability Rating

  • Are in the top 2 performance quartiles over 1 and 3 years

  • Have an overall Morningstar rating of 3, 4 or 5 stars (out of 5)

  • Have a Carbon Risk Score of under 7

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.