The Big Exchange

Socially minded? Worried about how your money is being invested? Then this platform is for you. Freshly minted in October 2020, The Big Exchange only provides access to investments that have a positive impact on the world. It gives ethically minded investors the opportunity to make their money work harder for them as well the planet and the people on it.

It’s no surprise that it is co-founded by the Big Issue (also its largest shareholder) whose mission is to dismantle poverty by creating opportunity through self-help, social trading and business solutions.

Investors can open an ISA, JISA or a GIA with a minimum investment of just £25pm or £100 lump sum. Investors can choose from three three risk-rated portfolios (or bundles as it calls them) or create their own portfolio from the list of funds. It currently has 36 funds from 11 managers and is in the process of adding another 10 funds from two fund managers.

3D Investing worked with The Big Exchange to build a unique impact assessment methodology based on the United Nations’ Sustainable Development Goals (see here), while Square Mile Investment Consulting and Research has designed the allocation framework and selects the funds for risk-rated fund bundles.

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Available products & Wrappers

General Investments	ISAs	Lifetime ISAs	Junior ISAs	Pensions & SIPPS	Junior Pensions & SIPPS	Other

				Coming soon

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

Research, Tools and Information

Tools & resources

Fee calculator (including exit fees), a good but brief suite of support material about accounts, funds and risk. Includes a glossary of investment terms.

Social passport

The social passport shows investors a record of their positive financial and social actions. In the future it will also showcase ethical products and services.

Table of charges

	PLATFORM CHARGES	PRODUCT CHARGES	OTHER CHARGES
Custody charge	0.25%.
Underlying funds		Currently between 0.45% and 2.42%.

Compare the Platform Says

Products & Wrappers	Investments	Research & Guidance	Charges	OVERALL SERVICE
3.0	3.0	5.0	3.0	4.0
	Very small range, but funds must meet high ESG bar to be included.	Detailed information on each fund mapped to the UN's sustainable development goals.		A D2C platform with a difference — investors can make their money work harder for them and the world.
A D2C platform with a difference — investors can make their money work harder for them and the world.

The Big Exchange Says

The Big Exchange has grown a lot over the last year. With 300% growth in customer numbers in 2021, AUA increasing by 14 times, and doubling the number of rated funds, we have moved from ambitious start-up to a true challenger. With more fund options to customers, we remain the only active DIY fund platform in the UK to independently rate funds for their sustainability and impact credentials before you invest. As Greenwashing becomes even more of an issue, we will be adding more tools and content to help investors invest sustainably with confidence and trust.