The Sustainable Finance Disclosure Regulation (SFDR)
The Sustainable Finance Disclosure Regulation (SFDR) is part of new European regulations aimed at providing more transparency on sustainability in financial markets.
As part of SFDR, investment products sold in the EU are categorised based on how much emphasis they put on environmental, social and governance (ESG) considerations.
You can see the categorisation of our funds, and fund specific disclosures for each of our Article 8 and Article 9 funds at Fund Centre.
The SFDR also requires that we document how we incorporate sustainability risk into our investment decision making, which we have done in our Sustainability Disclosure Statement [PDF].
The SFDR also requires that we document our policy about the principal adverse impacts of our investment decisions on sustainability factors, which we have done in our Principal Adverse Impacts Disclosure Statement [PDF].
Shareholder Rights Directive
The European Union (Shareholders’ Rights) Regulations 2020 aims to promote effective stewardship and long-term investment decision-making in regulated financial services companies. As part of the regulation we are required to develop and publicly disclose an engagement policy which describes how we engage with companies in which we invest, which we have done in our Active Engagement Policy.