• 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


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