SFDR Article 8

September 27, 2023

Article 8 Fund

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.”

What are the disclosure requirements for Article 8 Funds?

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.

Our Article 8 Fund Range

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 Equities

• Water Fund

More Information

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