our place within the European SFDR.

 

The European Sustainable Finance Disclosures 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. The European Commission supplemented the Level 1 measures by publishing the SFDR Level 2 Regulatory Technical Standards (RTS) that came into effect on 1st January 2023.

This regulatory backdrop guides how we design ESG and sustainability features of our products as well as integrate ESG and sustainability criteria in our investment framework.

Classification criteria

 

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

 

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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.

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Article 8. The financial product promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics. In addition to the promotion of environmental and/or social characteristics, the financial product can also commit to a minimum percentage of sustainable investment (referred to as Article 8 product with minimum commitment of sustainable investment). 

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

SFDR Article:

6

8

8 with min SI

9

Reports on the integration of sustainability risks

Yes

Yes

Yes

Yes

Promotes environmental or social characteristics

 

Yes

Yes

 

Has a minimum proportion of sustainable investments

 

 

Yes (% to be defined by asset manager) 

100%*

Has a sustainable investment objective

 

 

 

Yes

*Excluding cash and cash equivalents. 

 


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

 

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   Blue text denotes Towards Sustainability labelled funds. 

 

Source.

LOIM, as at 31 January 2022. 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.