Fund EcoMarket filter option overview

Fund EcoMarket offers eight filter options… plus text and links supplied by many leading SRI and ethical investment fund managers.

The purpose of this information is to help users understand what SRI and ethical funds do – and how they go about doing it.

Users can search the SRI database using the following options:

• Search by Fund name /fund manager name (type name or part of name)
• Search by Product Type (filter options)
• Search by Asset type (filter options)
• Search by Geographic region (filter option)
• Search by SRI Style (filter options)
• SRI Fund Policies (filter options)
• SRI Fund Features (filter options)
• Corporate SRI Activity (filter options)

What information does Fund EcoMarket display?

ALL regulated, retail, onshore sustainable, responsible and ethical funds can be found by their ‘Name’, ‘Product type’, ‘Asset type’, ‘Geographic region’ and ‘SRI Style’.

Additional, more detailed information on sustainable, responsible and ethical investment fund strategies sits within the  ‘SRI Policies’, ‘SRI Features’ and ‘Corporate SRI Activity’ filters. Text and Links to fund manager websites are also available for these options.   The text areas show a brief overview of the ‘ethical/SRI’ strategy, further policy information, an overview of the resources employed by the fund management company and their also SRI related affiliations.

• This additional information only displays within OEIC/Unit Trust entries or other primary fund entries – not for sub funds.   
• This information is shown for all funds that have sent information to us (we do not charge funds for this service). 

How do the filters work?

• You can select as many or as few filter options as you like, however it is often useful to start by using a single filter.
  • If you search for multiple ‘Policies’ and ‘Features’ the number of options will reduce as Fund EcoMarket will search for funds that meet all of your chosen requirements.
• When using the Policy, Features and Corporate filters remember only primary funds will appear (mainly OEICs) as this is where the data is held. ( ie Duplicate funds and other sub funds do not show this information – although if the name is identical the strategy almost certainly will be also.)
  • ‘More Info’ buttons for non OEIC options direct you to the full additional information can be found.
• Further information is available if you hover over text within individual fund entries

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Filter Options

In brief, Fund EcoMarket offers the following options:

Search by fund name

This filter allows you to search by all or part of a fund or fund management company’s name.

Asset Type

This filter allows you to select the type of financial instrument or asset a fund invests in – eg equities, bonds or mixed asset.

Geographic Region

This filter allows you to select the geographic region(s) a fund invests in – eg UK, Europe or Global.

Product

This filter allows you to select from a range of retail investment product types – eg OEIC, Pension, Life, Investment Trust.

Fund EcoMarket lists all screened and themed funds in these product areas – and as such is a ‘whole of market’ directory for regulated, retail, onshore funds.

The tool also shows some options such as SICAVs and Responsible Ownership options (with DFM options coming soon) .  However not all such options are listed.

SRI Styles

Our unique SRI Styles system groups funds with similar ‘ethical’ strategies together.  The aim of this is to help explain the different major strategies that are available to UK based investors today and to help users match investor aims to fund options. (See the SRI Styles filter page and the SRI Styles Directory for further information).

SRI Policies

This filter shows the key ‘ethical screening’ and ‘thematic’ fund strategies that are offered by fund managers. (See SRI Policies filter page for further information)

SRI Features

This filter lists other possible SRI related aspects of funds.  This includes information such as how policies are applied in practice or how others view the fund.  (See SRI Features page for further information.)

Corporate SRI Activity

This filter field sets out SRI and ESG related information relating to what the entire fund management company does – rather than ‘fund specific’ strategies.  The activities shown as relating to Corporate Activity will therefore relate to both screened and themed options and ‘conventional’ funds.

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Please be aware this information is supplied by the fund managers. It is supplied for information purposes only and does not constitute advice or recommendation of any kind.   Please contact an authorised financial adviser if you need help.