Posted on: July 31st, 2023
Fund EcoMarket usage 1/1/2023 – 30/6/2023
The following indicates usage of our Fund EcoMarket fund database for Q1 & Q2 2023.
GA4 indicates that our Fund EcoMarket.co.uk site had 71,000 ‘events’ during that period. The following were the top 100 filter searches on the database in the first half of 2023.
The ‘SRI Styles’ (our fund classification system) feature regularly in this list as usual – indicating the enduring usefulness of being able to understand broadly what funds are set up to do.
This information is indicative and is unavoidably not able to be precise this time for the following reasons:
1 | OEIC/Unit Trust | |
2 | Equity | |
3 | Mixed Asset | |
4 | Global | |
5 | Sustainability Themed / Focused | |
6 | UK | |
7 | Coal, oil &/or gas majors excluded | |
8 | Armaments manufacturers avoided | |
9 | Ethical | |
10 | Tobacco production avoided | |
11 | Equity Income | |
12 | Fixed Interest | |
13 | Environmentally Themed / Focused | |
14 | Environmental policy | |
15 | Sustainability policy | |
16 | Fossil fuel reserves exclusion | |
17 | USA | |
18 | Pension | |
19 | Passive Equity | |
20 | SICAV/Offshore* | |
21 | Investment Trust | |
22 | Europe | |
23 | ETF | |
24 | Fracking and tar sands excluded | |
25 | Gambling avoidance policy | |
26 | Europe Ex-UK | |
27 | Not Set | |
28 | Unclassified | |
29 | Animal testing exclusion policy | |
30 | Pornography avoidance policy | |
31 | Climate change / greenhouse gas emissions policy | |
32 | Emerging Markets | |
33 | Aims to generate positive impacts (or ‘outcomes’) | |
34 | Deforestation / palm oil policy | |
35 | Invests in clean energy/renewables | |
36 | Japan | |
37 | Asia Pacific ex Japan | |
38 | Alcohol production excluded | |
39 | Asia Pacific | |
40 | Civilian firearms production exclusion | |
41 | DFM/Portfolio | |
42 | Favours cleaner, greener companies | |
43 | Property | |
44 | Infrastructure | |
45 | Limits exposure to carbon intensive industries | |
46 | Sustainability Tilt | |
47 | ESG Plus | |
48 | Avoids genetically modified seeds/crop production | |
49 | Clean / renewable energy theme or focus | |
50 | Positive environmental impact theme | |
51 | Europe >50% UK | |
52 | Arctic drilling exclusion | |
53 | Nuclear exclusion policy | |
54 | Ethical policies | |
55 | Social Themed / Focused | |
56 | Social policy | |
57 | Animal welfare policy | |
58 | Environmental damage and pollution policy | |
59 | Human rights policy | |
60 | Faith Based | |
61 | Not set | |
62 | Indian sub-continent | |
63 | Water / sanitation policy or theme | |
64 | Cash (or =) | |
65 | Child labour exclusion | |
66 | Coal exclusion policy (group wide coal mining exclusion policy) | |
67 | Unsustainable / illegal deforestation exclusion policy | |
68 | Animal testing – excluded except if for medical purposes | |
69 | Controversial weapons avoidance policy (AFM company wide) | |
70 | Fossil fuel exclusion policy (AFM company wide) | |
71 | Hedge | |
72 | Encourage board diversity e.g. gender | |
73 | Positive selection bias | |
74 | Tobacco avoidance policy (AFM company wide) | |
75 | Anti-bribery and corruption policy | |
76 | Governance policy | |
77 | Measures positive impacts | |
78 | Negative selection bias | |
79 | Positive social impact theme | |
80 | Responsible Ownership (FM company) | |
81 | Strictly screened ethical fund | |
82 | Avoids companies with poor governance | |
83 | ESG/SRI engagement (AFM company wide) | |
84 | Plastics policy / reviewing plastics | |
85 | Sustainability theme or focus | |
86 | Limited Exclusions | |
87 | Energy efficiency theme | |
88 | Exclude banks with significant fossil fuel investments | |
89 | Life | |
90 | Other | |
91 | Invests in social property (freehold) | |
92 | Fast fashion exclusion | |
93 | Available via an ISA (OEIC only) | |
94 | Biodiversity / Nature Policy | |
95 | Charities | |
96 | Diversity & Inclusion policy (fund level) | |
97 | Environmentally Themed | |
98 | Health & wellbeing policies or theme | |
99 | In house responsible ownership/voting expertise | |
100 | Sustainable transport policy or theme | |