This blog is a summary of changes made to Fund EcoMarket during 2024

1. Changes made to fund entries during 2024 (summary)
2. Database usage overview
3. Most popular filter clicks
4. Fund changes split by SRI Style

We are delighted to report that all the work we have been doing on the technology side of Fund EcoMarket during 2024 has paid off (user numbers are back to COVID levels at around 2,000 per month) and whilst there is always more to do the site is now pretty settled.

This however is in sharp contrast to the fund side where changes are being made at an incredible rate, presumably primarily as a result of new regulation.

The following offers some examples:

As at 31 December 2024: 1327 Funds listed on the Fund EcoMarket database

• Please not this list does not represent the entire investment market as not all fund managers supply us with information.
• Access Fund EcoMarket here

Amends made to Fund EcoMarket during 2024, split by fund/product type

New funds added: 69

• 15 OEICS
• 25 SICAVs
• 2 Investment Trusts
• 10 ETFs
• 3 Life
• 14 Pensions

Name changes: 114

• 44 OEICs
• 17 SICAVs
• 3 Investment Trusts
• 6 ETFs
• 13 Life
• 30 Pension
• 1 DFM

Funds removed from site: 44

• 15 OEICS
• 12 SICAVs
• 1 Inv Trust
• 3 ETFs
• 3 Charities
• 4 Life
• 5 Pensions
• 1 VCT/EIS

This has shown an accelerating trend with the following amends made during Q4 (we expect many more to follow in Q1/25):

• 4^th quarter totals
  • 16 funds removed from site
    • 6 OEICs
    • 2 SICAVs
    • 3 Life
    • 5 Pension

Fund EcoMarket usage q4 2024

• c2,000 monthly unique users on Fund EcoMarket database (c2.500 sessions) October – December

Filter clicks

Most popular Fund EcoMarket filter clicks (October – December  2024)

1. 1. 1. Sustainability Focus (SDR filter field)
      2. Sustainable Impact (SDR filter field)
      3. Sustainable Style (SRI Styles filter field)
      4. OEIC (product field)
      5. Deforestation / palm oil policy (Nature and Biodiversity filter)

• Access Fund EcoMarket here

 

New funds added during 2024, split by SRI Style (primary funds only):

See SRI Styles Directory to understand our classification system.

SRI Style	OEIC	SICAV	Investment Trust	ETF	Total
Sustainable	2	7	1		10
Environmental		6		3	9
Ethical	1				1
Social		3			3
Sustainability Tilt	8	4		4	16
ESG Plus	1	2			3
Limited Exclusions	1				1
Pending	2	2			4
Other		1		2	3

Funds removed from the site during 2024, split by SRI style

SRI Style	OEIC	SICAV	Investment Trust	ETF	VCT/EIS	Total
Sustainable	1	5				6
Environmental	3	3	1		1	8
Ethical	1					1
Social		1				1
Sustainability Tilt	3					3
ESG Plus	6			2		8
Limited Exclusions	1	1				2
Pending		1				1
Unclassified		1				1
Other				1		1

Name changes during 2024 – split by SRI Style:

SRI Style	OEIC	SICAV	Investment Trust	ETF	Total
Sustainable	16	7			23
Environmental	1	1	2	6	10
Ethical	4				4
Social	2	1			3
Sustainability Tilt	15	4			19
ESG Plus	5	3	1		9
Limited Exclusions	1	1			2

 

 

 

 

 

 

 

These tables are also available to download as a PDF file: FEM Statistics 2024