Sustainable Investing

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Periodical Disclosures

Below is a list of our current Article 8 Funds – our funds that promote environmental, social or governance (ESG) characteristics. To support these funds, we are required to prepare a number of supporting disclosures documents.

Below you will find the periodical disclosures available for each fund Click on the fund name to open.

Periodic disclosures – each report contains detailed information to update you on how each of our Article 8 funds has met its ESG characteristics. These documents are updated annually, in line with each fund’s specific financial period.

Please note: these disclosure documents have been prepared by / in conjunction with the relevant investment managers and we rely on our investment managers’ ESG data. Disclosures reflect the ESG status of the underlying fund(s) in which our fund invests (where relevant). Disclosures are published at the earliest opportunity.

To find out more about what Article 8 Fund classification means, click here.