Invesco and Castlefield drop ESG-related terms in fund names
Responding to fund labelling requirements under SFDR and SDR
SDR
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115 funds drop ESG from branding in 2024 to comply with SDR
A further 30-50% of all European ESG funds are expected to change their names in line with FCA and ESMA marketing guidelines in 2025
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Schroders to adopt all four SDR labels on 16 funds
Schroders is the first firm to publicly confirm the adoption of all four SDR labels
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Ninety One to apply SDR Sustainability Impact label on global equity fund
The fund invests in businesses driving structural growth in sustainability
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Four investment trusts become first to adopt SDR sustainability labels
Non-UK AIC members are looking carefully at the labelling regime in preparation for when they’re bought into scope
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BlackRock fund becomes first to use Sustainability Improvers SDR label
The BFM Brown to Green Materials fund seeks to invest in materials companies essential for the low carbon transition
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Premier Miton EMs fund to use Sustainability Impact label
Managed by Fiona Manning and William Scholes
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Liontrust to adopt Sustainability Focus label on 10 funds
The funds manage £8.5bn of assets
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EdenTree renames government bond fund and adds SDR label
The firm’s Global Sustainable Government Bond Fund will adopt the Sustainability Focus label
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SJP equity fund aligns with SDR Sustainability Focus label
The external fund manager will also change, with Schroders taking over as the fund’s sole manager
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Aegon to apply Sustainability Focus SDR label to two funds
Three of Aegon’s ethical funds will remain unlabelled with sustainable characteristics
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New Era: Biggest challenge for fund buyers is responding to the huge amount of change in sustainable investing
EdenTree’s Charlie Thomas explains why he would put a mandatory pause on all further regulation