An Article 8 Fund under SFDR is defined as “a Fund which promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics, provided that the companies in which the investments are made follow good governance practices.”
Where a fund is defined as Article 8, the following disclosures are required:
• Information on how environmental and social characteristics are met;
• Where an index has been designated as a reference benchmark, information on whether and how the index is consistent with those characteristics; and
• Information as to where the methodology used for the calculation of the reference index can be found.For our Article 8 Funds you will find all this information, per fund, on our Sustainable Investing Hub within the“Our ESG Fund Range” section.
We have a number of funds that fall under Article 8 (light green ESG funds):
• Alternative Energy Fund
• Davy Defensive High Yield Fund
• Davy High Yield Equity Fund
• Discovery Fund
• Ethical Equity Fund
• Ethical Managed Fund
• Eurozone Equity Indexed Fund
• Innovator Fund
• North American Equity Indexed Fund
• PRIME 3
• PRIME 4
• PRIME 5
• PRIME Equities
• Water Fund
The ESG space is changing day by day, creating more uncertainty for decision makers
