ESG Scores – by portfolio company

ESG Score - Moneybox

2026

Moneybox is a leading UK digital wealth management company offering a comprehensive suite of products, including savings, investing, home-buying, and retirement planning services. As the UK’s leading digital Individual Savings Account (“ISA”) provider, Moneybox offers an intuitive platform for setting up UK tax- wrapped products and wealth accumulation strategies. The company has serves over 1.5 million customers, and has a mission to make financial management and investing accessible to retail investors.

Sector
Wealth Management - savings & investments

Location
UK

Investment date
2026

61%
At Apis investment
73%
Current
A
B
C
D
E

ESG Score (current)

ESG score breakdown(inc. comparison to score at time of Apis investment)
Environmental
58%
0
40
58
100
Social
80%
0
73
80
100
Governance
68%
0
60
68
100
At Apis investment
Current

Environmental

Current score
58%
+18
percentage points since
Apis first invested

Social

Current score
80%
+7
percentage points since
Apis first invested

Governance

Current score
68%
+8
percentage points since
Apis first invested