IA: Jargon remains a barrier to SDR adoption despite high adviser appetite
Advisers are ‘always’ speaking to clients about sustainability but jargon and lack of detail in fund documentation a concern
Advisers are ‘always’ speaking to clients about sustainability but jargon and lack of detail in fund documentation a concern
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The strategy has been renamed the Baillie Gifford Monthly Income fund
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A further 30% to 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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The fund invests in businesses driving structural growth in sustainability
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Managed by Fiona Manning and William Scholes
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Firm will also overhaul 10 UK-domiciled funds to gain SDR label
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The external fund manager will also change, with Schroders taking over as the fund’s sole manager
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Three of Aegon’s ethical funds will remain unlabelled with sustainable characteristics
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Schroder BSC Social Impact trust invests in UK social organisations and charities
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Fund managed by Ben Constable-Maxwell and the impact team
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The label will come into effect on the 27 November
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Label will apply to Fidelity’s sustainable UK, global and European Equity funds
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