Sustainable Finance Disclosure Regulation
SFDR Level 1 was introduced in March 2021. Its most visible and impactful element was the classification of funds into three categories - Articles 6, 8 and 9 of the SFDR.
- Article 6 funds: those that do not promote their environmental social or governance (ESG) characteristics.
- Article 8 funds: where a financial product promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics, provided that the companies in which the investments are made follow good governance practices.
- Article 9 funds: where a financial product has sustainable investment as its objective.
Under the SFDR Level 2 requirements, asset managers and product providers must provide pre-contractual disclosure documents for Article 8 and Article 9 funds from the 01 January 2023.
These new documents are intended to support customers across pensions, savings, and investment products understand the ESG (environmental, social, and governance) characteristics of Article 8 and 9 funds and how the fund manager will achieve the fund’s stated objectives.
These documents should be read in addition to other key literature relating to the products and funds range available from Standard Life.
Where we have not received a document from the relevant Fund Manager for any funds designated as Article 8 or 9, we will publish these at the earliest opportunity.
SFDR Pre-Contractual disclosures
Standard Life Corporate Bond – SFDR Article 8
Standard Life European Ethical Equity – SFDR Article 8
Standard Life European Smaller Companies – SFDR Article 8
Standard Life Global Corporate SRI – SFDR Article 8
Standard Life Global Equity Impact – SFDR Article 9
Standard Life Global REIT – SFDR Article 8
Standard Life Global Smaller Companies – SFDR Article 8
Standard Life Multi-Asset ESG – SFDR Article 8
Standard Life Total Return Credit – SFDR Article 8
abrdn's Sustainable Investment Approach
Standard Life European Ethical Equity
Standard Life European Smaller Companies
Standard Life Global Smaller Companies
Standard Life Total Return Credit
Standard Life Multi-Asset ESG
The Standard Life Multi-Asset ESG Fund is a multi-asset fund with a 50/50 blend of the Standard Life Global Corporate SRI and Standard Life Global Equity Impact Fund.
Standard Life Global Corporate SRI
Standard Life Global Equity Impact
Website disclosures
Standard Life Corporate Bond (abrdn’s Website Disclosure)
Standard Life European Smaller Companies (abrdn’s Website Disclosure)
Standard Life Global REIT (abrdn’s Website Disclosure)
Standard Life Global Smaller Companies (abrdn’s Website Disclosure)
Standard Life Total Return Credit (abrdn’s Website Disclosure)
Standard Life Multi-Asset ESG
See fund components below
Standard Life Global Corporate SRI (abrdn’s Website Disclosure)
Standard Life Global Equity Impact Fund (abrdn’s Website Disclosure)