We offer access to over 11,000 assets, including funds from around 400 of the world's asset management groups.
The majority of investments held on Transact are open-ended funds (OEICs) and investment trusts. Due to our scale, we have also been able to negotiate initial fee discounts and access to some restricted share classes. We also offer access to a range of VCTs and other assets, detailed below.
We have a flexible approach to the assets available on the platform. If the asset you require isn’t available, we are happy to discuss how we can support access.
Looking to explore and carry out research that supports sustainable, responsible and ethical investing?
Fund EcoMarket
This free Fund EcoMarket research tool is designed to help advisers explore sustainable, responsible, ESG and ethical investment options. It is one of a range of tools that can support investment research and fund selection.
Fund EcoMarket is a third-party database operated by SRI Services, a specialist sustainable investment business. It is used by UK financial advisers and other industry professionals who need clear, client-friendly information on sustainable and ethical investment options.
Advisers can use it to:
Match client preferences to potentially suitable investment options using over 200 filters.
Research funds, trusts, portfolios and fund management companies by name, product type, asset type, region, sustainability characteristics, SDR label status and SRI (Sustainable and Responsible Investments) style.
Compare strategy information, including exclusions, positive aims, stewardship, engagement activity, resources and commitments.
Fund EcoMarket is a third-party website operated by SRI Services. The website is intended for UK financial services professionals. We are providing a link to this site for information only. We do not provide, approve, endorse or control the information on the site and are not involved in its operation. We are not affiliated with, or otherwise connected to, Fund EcoMarket and we do not receive any commission from Fund EcoMarket.
We accept no responsibility or liability for the content, availability, accuracy or use of the Fund EcoMarket website, or for any loss or damage that may arise from reliance on information contained within it. Users should review the website's own terms and conditions and privacy notice before using it.
Fund EcoMarket is supported by a range of partners, whose products and services are featured first and identified by their logos. Most fund information is supplied directly by fund and portfolio managers through an annual survey process. Where a manager has not responded, this is clearly noted within the relevant fund listing.
The site also provides industry insights, events, blog content, a Find an Adviser directory, and the StyleFinder questionnaire. Together, these tools support the fact-finding process by helping identify the sustainable and responsible investment (SRI) styles that may best align with a clients’ needs and preferences.
Fund EcoMarket believes advisers should have access to the broadest possible range of sustainable and ethical investment information, including strategies that may be less widely used. Every client is different, and as investment approaches vary, comprehensive information is essential to helping advisers identify the most suitable solutions for their clients.