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Fund EcoMarket filter option overview

The purpose of our tool is to help users understand funds that are promoted as ESG, ethical, responsible or sustainable investments.  We do this via a combination of filters, text fields and link that make funds searchable and comparable – whilst also supplying in depth additional  information.

All of our information is supplied directly by fund managers.

We ask all fund managers to supply information as we want the site to be as comprehensive as possible. 

Where no information is supplied we copy text from the fund mananger’s website and display the source whenever possible.

Fund EcoMarket has the following search and filter options:

  • Fund name / fund manager name search
  • Fund Basics:
    • SRI Styles Classifications  – our proprietary labelling system
    • SDR Labelling – The FCA’s new sustainability relating product labels
    • Product Type
    • Asset Type
    • Geographic Region
  • Fund Information – ‘how’ the fund deals with the issues it considers, broken doewn into the following sections:
    • Sustainability & Environmental
    • Social & Ethical
    • Governance & Financials
    • Positive Aims & Intentions
    • Methods & Product
  • Fund Management Company Information – fund management company wide resources and commitments
    • Responsible Ownership – Who?
    • Responsible Ownership – What & How?

Once you have generated a list of funds you can use the ‘sort by’ function to reorder your findings (see top right of fund list).

What information does Fund EcoMarket display?

We aim to list all regulated, retail, onshore sustainable, responsible, ESG and ethical funds on Fund EcoMarket –  as well as a number of invited additional entries (mostly SICAVs and DFMs). 

We offer over 250 filter options to help explain fund strategies. The database will only list funds that meet all of the selected filter options from these fields. 

Text and Links to fund manager websites support more detailed research.  This is displayed as provided by fund managers.  We do not amend their text (other than for formatting purposes).

We do not charge fund managers for adding their data to the site, however partner funds are displayed first.

The website includes hover over explanatory text for all of the filter fields which can also be downloaded here as a word document. Hover over text is also available on the Fund EcoMarket app.