Matthews files all UCITS funds under Article 8 or 9

Six UCITS funds filed under SFDR Article 8

Photo by Sebastien Gabriel on Unsplash


Matthews has designated six more UCITS funds under SFDR Article 8, making all of the firm’s UCITS funds qualify under Article 8 alongside one Article 9 fund.

The six funds now officially in this grouping include Matthews India fund, Asia Small Companies fund, China Small Companies fund, Asia Dividend fund, China Dividend fund and Asia Innovative Growth fund.

Matthews launched an Asia Sustainable strategy in 2015, and has a responsible investment and stewardship team based in San Francisco and Hong Kong.

See also: Interview with Cooper Abbott, Matthews Asia

SFDR Article 8 requires funds to promote “environmental or social characteristics”, among others.

Cooper Abbott, CEO of Matthews Asia, said: “The evolution of our sustainable fund range underscores our commitment to deliver investment results while providing responsible, innovative and forward-thinking investment solutions to our clients. 

“By incorporating material, non-financial business factors such as sustainability, Matthews continues our history of being responsible stewards of investor capital and responds to a growing demand for responsible investment options for emerging markets, Asia and China.”

Matthews introduced a group of three emerging market Article 8 funds in Europe last September.