MSCI ESG Fund Ratings aim to measure the resilience of funds to long-term risks and opportunities arising from environmental, social and governance (ESG) issues. Each fund scores a rating on a scale from CCC (laggard) to AAA (leader). The rating is based first on the weighted average score of the underlying holdings of the fund. ESG momentum is then assessed to gain insight into the fund’s ESG track record, which is designed to indicate a fund’s exposure to holdings with a positive rating trend or worsening trend year over year. For more information on the methodology please click here.

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Available ratings - 31 December 2022:
Evenlode Income based on 98.7% of AUM; Evenlode Global Income based on 98.3% of AUM ; Evenlode Global Dividend based on 100.0% of AUM; Evenlode Global Opportunities based on 99.9% of AUM.

Available rating - 30 November 2022:
Evenlode Global Equity based on 98.8% of AUM.

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