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Boring Money Rated Investment Trusts

An independent quality mark for the investment trust sector.

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.

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:

Submission requirements

Submit three pieces of consumer communication published in the last 12 months, selected to demonstrate how retail investors have been engaged, informed, and educated.

Accepted formats:

Programme timeline

Submit your entries

Send your three examples to the email address below. Contact us first if you have any questions about the process.

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