Sustainable Finance Disclosures Regulation (SFDR)

Sustainable Finance Disclosures Regulation

(Regulation (EU) 2019/2088)

The policy agenda known as the EU sustainable Finance Action Plan, included mandatory reporting and disclosure regulations in the form of the Sustainable Finance Disclosures Regulation (SFDR). The SFDR establishes a hierarchy of categories based on investment focus.

Compliance with the SFDR regulation is mandatory for organisations promoting and distributing products and supplying portfolio management services into the EU. The regulation specifically applies to Stewart Investors funds within the First Sentier Investors Global Umbrella Fund plc. The reporting and disclosures is also relevant to our segregated mandate clients based in the EU.

All in scope products have to report under Article 6 on whether ESG is integrated into investment decisions.


Article designations for our strategies

* Within the EU/EEA this strategy is only available to investors in a segregated mandate.

Products may also be classified as Article 8 (if they promote environmental or social characteristics) or Article 9 (if they have a sustainable investment objective). None of the St Andrews Partners strategies are currently aligned to these categories. 

Below are links to the firm-level disclosures required to be made under SFDR by the First Sentier Investors group.

Article 3 – Policy relating to the integration of sustainability risks in our investment decision-making process.

Article 4 - Transparency of adverse sustainability impacts at entity level – Principal Adverse Impacts Statement.

Article 5 - Transparency of remuneration policies in relation to the integration of sustainability risks.

Article 6 - Transparency of the integration of sustainability risks.

Article 10 - Transparency of the promotion of environmental or social characteristics and of sustainable investments on websites.

The Prospectus for the First Sentier Investors Global Umbrella Fund plc now includes an SFDR appendix disclosing the required pre-contractual information and Fund categories.