Socially Responsible Investing

How often does ESG scoring change?

The MSCI ESG World Leaders Index – which our Old Mutual Old Mutual MSCI World ESG Index tracks – is reviewed quarterly, so ESG scoring tends to change based on this process. However, if a company’s ESG score drops significantly due to a certain event or its controversy score falls below a certain threshold, they will be removed from the Index immediately.

For our Royal London Emerging Markets ESG fund – which tracks the MSCI Emerging Markets ESG Leaders Index – companies are also reviewed quarterly and the index is updated according to the latest ESG ratings given by MSCI. 

Check out the Socially Responsible Investing Account for more information on how you can invest in a socially responsible fund with Moneybox.

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It's important you know

All investing should be regarded as longer term. The value of your investments can go up and down, and you may get back less than you invest.

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