our place within the European SFDR.


The European SFDR regulation (SFDR) is a European regulation that aims to improve transparency in the market for sustainable investment products. It focuses on sustainability claims made by financial market participants and imposes comprehensive sustainability disclosure requirements regarding environmental, social and governance metrics, both at an entity and a product level.  

The main provisions of the SFDR, also called the SFDR Level 1, entered into force on 10th March 2021. On 6th April 2022, the European Commission supplemented the Level 1 measures by publishing the SFDR Level 2 Regulatory Technical Standards (RTS). These RTS came into effect on 1st January 2023.

Our core investment conviction is that sustainability is a key driver of risk and return as the economy transitions towards a CLIC® economy. We offer a wide range of sustainable strategies focussing on areas such as climate, nature, decarbonisation, and food systems. 

Classification criteria


The SFDR stipulates that asset managers must communicate on the level of integration of sustainability into their investment strategies. They must also classify their funds according to three categories of integration and the objectives sought. The definition of these categories is as follows:



Article 6. The financial product has neither a sustainable objective nor environmental or social characteristics. It is however required to describe its integration of sustainability risks.


Article 8. The financial product promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics. Asset managers may refer to Article 8+ as a category for an Article 8 financial product that commits to a minimum of sustainable investment. 


Article 9. The financial product has a sustainable investment as its objective.

SFDR Article:




Reports on the integration of sustainability risks




Promotes environmental or social characteristics




Has a minimum proportion of sustainable investments




Has a sustainable investment objective






Please click on the tabs below for the cataloguing of our strategies.




   Blue text denotes Towards Sustainability labelled funds. 



LOIM, as at 31 January 2023. The Towards Sustainability Quality Standards (for sustainable financial products) and labels were developed by the Central Labelling Agency. This award should not be construed as an endorsement of the Investment Manager, the Fund or any other private fund or pool advised by the investment manager or any of its affiliates.