TrinityBridge adopts SDR label on Sustainable Balanced Portfolio
Group has applied for the Sustainability Mixed Goals label
SDR labelling
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Investment industry calls for clarity as FCA ‘pauses’ SDR rollout for MPS
Regulator will prioritise other work around multi-firm reviews and Consumer Duty
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How has SDR affected UK investment portfolios so far?
Limited choice of labelled products, and the lack of passive funds are the biggest concerns
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Rathbones Asset Management adopts SDR labels on two funds
Rathbone Greenbank Global Sustainability and Rathbone Greenbank Global Sustainable Bond funds will use the label from 2 April
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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
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Baillie Gifford drops sustainable tag from £159m monthly income fund
The strategy has been renamed the Baillie Gifford Monthly Income fund
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Ninety One to apply SDR Sustainability Impact label on global equity fund
The fund invests in businesses driving structural growth in sustainability
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Premier Miton EMs fund to use Sustainability Impact label
Managed by Fiona Manning and William Scholes
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Aegon to apply Sustainability Focus SDR label to two funds
Three of Aegon’s ethical funds will remain unlabelled with sustainable characteristics
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M&G to adopt SDR label for Positive Impact fund
Fund managed by Ben Constable-Maxwell and the impact team
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Impax Environmental Markets receives Sustainability Impact label
The label will come into effect on the 27 November
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Fidelity International to adopt FCA Sustainability Focus label for three funds
Label will apply to Fidelity’s sustainable UK, global and European Equity funds