Glossary

CAT Standard

CAT standard indicates whether or not this fund has followed the government guidelines to receive a CAT-mark. CAT standards are voluntary government standards setting out acceptable Charges, Access and Terms on ISAs. Overall, CAT marked ISAs (Individual Savings Accounts) must treat customers honestly and fairly, using simple language to explain financial terms, must not bundle the ISAs with other products, and need to give assurances to uphold the standards after the sale of the product. For more details including the government´s requirements for each ISA type, please see Morningstar´s ISA Funds section.

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