Boring Money Rated Investment Trusts

An independent quality mark for investment trusts. Boring Money Rated assesses investment trusts against governance, cost, performance, and investor engagement, then backs the result with consumer-facing coverage that carries real reach.

A quality mark, assessed independently

The rating is issued directly by Boring Money, based on independent research rather than self-reported data. Trusts that carry it are screened and assessed against defined criteria, and the rating is designed to travel with consumer-facing coverage, including homepages, national press, out-of-home, and TV.

The basis for the Rating

Evaluation criteria

The investment trust sector was filtered using a quant-based research method to produce this year's shortlist. From here, four areas are under evaluation:

Programme timeline

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