ESG - responsible investing.
Invest in the world you want with a socially responsible and ethical portfolio. Use your money to support change while finding new opportunities for growth and diversification.
Invest in the world you want with a socially responsible and ethical portfolio. Use your money to support change while finding new opportunities for growth and diversification.
By choosing a socially responsible portfolio, you can invest in a way that reflects your values and views, without sacrificing the potential for long-term growth. Join the movement towards a brighter future with a socially responsible portfolio.
Moneyfarm’s socially responsible portfolios are designed using funds invested in some of the most forward-thinking and impactful companies in the world – along with many others committed to improving their footprint. MSCI data helps us check ESG funds containing thousands of different assets, so we’re confident that they meet our funds' strict criteria.
Here’s how our mid-range ESG portfolio measures up.
Lower*
Relative to revenues and compared to companies in a non-ESG portfolio
.
Compliance*
Covers climate, working conditions, diversity, corruption and more
.
Compliance*
Includes prohibition of child labour, unfair discrimination, forced labour and more
.
*Certain information ©2021 MSCI ESG Research LLC. Reproduced by permission.
Although Moneyfarm’s information providers, including without limitation, MSCI ESG Research LLC and its affiliates (the “ESG Parties”), obtain information (the “Information”) from sources they consider reliable, none of the ESG Parties warrants or guarantees the originality, accuracy and/or completeness, of any data herein and expressly disclaim all express or implied warranties, including those of merchantability and fitness for a particular purpose. more information
Management fees are charged on your invested amount. You’ll also incur average fund costs (around 0.16% per year) and market spread effects (up to 0.05% per year).
The platform fee applies to all Wealth assets combined. VAT included where applicable.
The Information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used as a basis for, or a component of, any financial instruments or products or indices. Further, none of the Information can in and of itself be used to determine which securities to buy or sell or when tobuy or sell them. None of the ESG Parties shall have any liability for any errors or omissions in connection with any data herein, or any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.
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Authorised and regulated by the Financial Conduct Authority as an Investment Advisor and Investment Management Company - Authorisation no. 629539
This company meets high standards of social and environmental performance, transparency and accountability.
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There is no single definitive set of ESG requirements. Moneyfarm has built an ESG investment strategy with a clear ESG ETF selection process, which consists of analysing the construction methodology of the ETF among other things. Also, we analyse the final exposure of the portfolio to different ESG metrics. For more information please look at our investment process.
Yes. ESG portfolios range from 2% to 14% in terms of target volatility, in order to cover most of the risk profiles of our customers.
All Moneyfarm portfolios are made with well diversified, top quality ETFs. The asset classes of the ESG portfolios are similar to that of non-ESG portfolios, with some caveats. Every adjustment was made by looking at the financial properties of the portfolios with the aim to control risk and return.
Like standard Moneyfarm ISAs, our ESG portfolios are composed of a large number of companies, are globally exposed and are exposed to a large number of asset classes (bonds, equity etc.). In this way, we are still able to create effective diversification.
Moneyfarm ESG portfolios are aimed to help investors to build their financial future in the same way as non-ESG portfolios. For this reason, in the portfolio construction process, Moneyfarm aims to reach the same level of risk / return attributes for ESG and non-ESG.
Yes, Moneyfarm customers will be able to open a SIPP made up exclusively of ESG investments.
Yes, Moneyfarm customers are able to open an ISA made up exclusively of ESG investments.
Moneyfarm’s simple charging structure means you pay two ongoing charges on your investments, our management fee and the fund charge.
Management fees are charged based on the value of your account, rather than per portfolio, so by consolidating your investments you can benefit from a potentially lower management fee. The management fee covers all charges related to managing your investments and is the largest part of the total costs of investing. In the traditional wealth management industry, it can often be difficult knowing exactly how much you pay for your investments. At Moneyfarm we believe it’s crucial this is transparent for our investors.
Fund costs are not included in the annual management fee and won’t appear as a charge, instead these are factored into the performance of your investment. The average fund charge is 0.2% per annum at Moneyfarm. The market spread effect also impacts your investments. This is a characteristic of trading on the financial markets and represents the difference between bid and ask (buying and selling) prices for an investment at a specific time. This can be 0.10% at Moneyfarm (assuming the average between our Classic and ESG allocations, we sell 40% of the assets in your portfolio and replace them with new assets during the year), but you’ll always see the real price you buy and sell assets at. You can find out how much you would pay on our pricing page.
