Boring Money Rated Investment Trusts
An independent quality mark for investment trusts. Boring Money Rated assessed against a six-point data screen and a qualitative review of the clarity with which they communicate with everyday investors.
Trusts are suffering from an awareness problem
Our Investment Trust Report 2026 tracked what UK self-directed investors actually know, think, and buy. The direction of travel is that fewer investors hold trusts or have heard of them.
Rated investment trusts exists to help well-run trusts cut through, with a trust mark for investors to recognise.
Evaluation criteria
Each investment trust was measured against a six-point data screen followed by qualitative assessment of their submittted consumer facing communications and website experience by a panel of judges.
Only trusts that clear each component of the data screen and pass the judges' assessment review of how clearly, honestly, and helpfully they communicate with everyday investors earn the Boring Money Rated badge.
See the winners
See the full list of winners below. The 2026 results are published in full, outlining every trust, the tier it reached, and what the judges said.
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