How to Invest Ethically in the UK (NEW 2025 Rules Explained)
Did you know there are new rules when it comes to ethical and sustainable investing in the UK? The Financial Conduct Authority (FCA) has introduced Sustainability Disclosure Requirements (SDR), which changes how funds are labelled and marketed.
In this video, Damien explains the SDR framework and what its four new labels mean for investors in the UK. He explores the crucial difference between 'ethical' and 'sustainable' investing and why many long-standing ethical funds haven't adopted the new SDR labels.
Most importantly, Damien reveals the best FREE tools you can use right now to research companies and find funds that align with your values—whether you're looking for SDR-labelled funds, passive trackers or simply want to see how ethical portfolios have performed against the wider market.
⏰ Timestamps:
00:00 - The Shift in Ethical Investing
00:45 - The FCA's New Rules (SDR)
01:56 - Anti greenwashing rules
02:50 - The 4 New UK Sustainability Labels Explained
04:46 - Why Most 'Ethical' Funds DON'T Have a Label
06:19 - How to Define Your Own Ethical Stance
06:50 - FREE Tool: Research Any Company's ESG Rating (S&P Global)
07:53 - FREE Tool: How to Find All SDR Labelled Funds (Fidelity)
08:52 - Pro Research: The Interactive Investor ACE 40 List
09:36 - FREE Tool: Finding Passive & Ethical Tracker Funds (Morningstar)
10:35 - Does Ethical Investing Actually Pay Off? (Performance Analysis)
🔗 Resources Mentioned in This Video:
*S&P Global Rating Tool* - https://www.spglobal.com/esg/scores/results?cid=4914699
*Fidelity Investment Finder* - https://www.fidelity.co.uk/planning-guidance/investment-finder/
*ii Ace 40 List* - https://www.ii.co.uk/ii-ace#ace
*Morningstar Fund Screener Tool* - https://www.morningstar.co.uk/uk/screener/esg
*Ethical Performance Analysis (Managed Portfolios from Nutmeg, Moneyfarm and Wealthify)* - https://moneytothemasses.com/saving-for-your-future/investing/which-is-the-best-performing-stocks-and-shares-isa
#EthicalInvesting #SustainableInvesting #UKInvesting
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Since 2010 Money to the Masses has been helping people with their personal finances for FREE. Money to the Masses is one of the UK’s leading independent personal finance websites specialising in all aspects of financial planning including investments, pensions, property, insurance, mortgages, budgeting and saving. We bring together expertly written content, interactive tools and technology to help over 4 million people a year across our platform.
If you are looking to get your finances in shape then check out Damien's FREE Money MOT at https://mot.moneytothemasses.com/
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Видео How to Invest Ethically in the UK (NEW 2025 Rules Explained) канала Money to the Masses
In this video, Damien explains the SDR framework and what its four new labels mean for investors in the UK. He explores the crucial difference between 'ethical' and 'sustainable' investing and why many long-standing ethical funds haven't adopted the new SDR labels.
Most importantly, Damien reveals the best FREE tools you can use right now to research companies and find funds that align with your values—whether you're looking for SDR-labelled funds, passive trackers or simply want to see how ethical portfolios have performed against the wider market.
⏰ Timestamps:
00:00 - The Shift in Ethical Investing
00:45 - The FCA's New Rules (SDR)
01:56 - Anti greenwashing rules
02:50 - The 4 New UK Sustainability Labels Explained
04:46 - Why Most 'Ethical' Funds DON'T Have a Label
06:19 - How to Define Your Own Ethical Stance
06:50 - FREE Tool: Research Any Company's ESG Rating (S&P Global)
07:53 - FREE Tool: How to Find All SDR Labelled Funds (Fidelity)
08:52 - Pro Research: The Interactive Investor ACE 40 List
09:36 - FREE Tool: Finding Passive & Ethical Tracker Funds (Morningstar)
10:35 - Does Ethical Investing Actually Pay Off? (Performance Analysis)
🔗 Resources Mentioned in This Video:
*S&P Global Rating Tool* - https://www.spglobal.com/esg/scores/results?cid=4914699
*Fidelity Investment Finder* - https://www.fidelity.co.uk/planning-guidance/investment-finder/
*ii Ace 40 List* - https://www.ii.co.uk/ii-ace#ace
*Morningstar Fund Screener Tool* - https://www.morningstar.co.uk/uk/screener/esg
*Ethical Performance Analysis (Managed Portfolios from Nutmeg, Moneyfarm and Wealthify)* - https://moneytothemasses.com/saving-for-your-future/investing/which-is-the-best-performing-stocks-and-shares-isa
#EthicalInvesting #SustainableInvesting #UKInvesting
---------------------------------------------------------------------------
Since 2010 Money to the Masses has been helping people with their personal finances for FREE. Money to the Masses is one of the UK’s leading independent personal finance websites specialising in all aspects of financial planning including investments, pensions, property, insurance, mortgages, budgeting and saving. We bring together expertly written content, interactive tools and technology to help over 4 million people a year across our platform.
If you are looking to get your finances in shape then check out Damien's FREE Money MOT at https://mot.moneytothemasses.com/
---------------------------------------------------------------------------
Follow Money to the Masses on social media:
Website - https://moneytothemasses.com/
Facebook - https://www.facebook.com/moneytothemasses
Instagram - https://www.instagram.com/moneytothemasses
Twitter - https://twitter.com/money2themasses
Видео How to Invest Ethically in the UK (NEW 2025 Rules Explained) канала Money to the Masses
Ethical Investing Sustainable Investing ESG Investing UK Investing Financial Conduct Authority FCA SDR Sustainability Disclosure Requirements Greenwashing How to invest ethically Ethical funds UK Sustainable funds UK Impact Investing Socially Responsible Investing Stocks and Shares ISA Investment Funds ETFs Passive Investing Morningstar Fidelity Interactive Investor Financial Advice UK Investing for beginners UK Robo-advisor Nutmeg performance
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2 июня 2025 г. 21:08:19
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