• Gustavo Bernal Torres

6 Charts on SFDR Funds

On a European cross-border basis, 109 funds are classified as Article 8 funds, while 28 funds fall into Article 9. But what are the differences in practical terms? These graphs look beyond the regulation:


  • It's been four months since SFDR's implementation and many fund companies are feeling the pressure to have as many funds as possible meeting at least Article 8 standards, and so far, over 34% have this classification or higher.

  • The average risk scores for Article 8 and 9 funds are very similar, but vary slightly on an investment style level. The biggest difference is seen in the value categories, where Article 8 have the highest scores. However, if we disregard the smaller categories, Article 9 are the funds that have the biggest risk appetite, scoring higher in both growth and blend styles.

Source: https://www.morningstar.co.uk/uk/news/214413/6-charts-on-sfdr-funds.aspx

0 comments

Recent Posts

See All

A green-finance boom has not been followed by bust. This year’s greenwashing scandals, and investors’ relaxed attitude towards them, have demonstrated an important truth: that there is money to be mad

Evidence from Environmental Integration and Sin Stock Exclusion. This paper shows how sustainable investing—through the joint practice of exclusionary screening and environmental, social, and governan