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EdenTree applies SDR labels to seven funds

EdenTree Investment Management is to apply SDR labels for seven funds, which will bring its entire range under the sustainability labels.

SDR is the Financial Conduct Authority’s (FCA) Sustainability Disclosure Requirements, which was introduced last year to reduce greenwashing and improve transparency and clarity within the fund market.

EdenTree already has four funds with the label – Green Future, Green Infrastructure and Global Impact Bond funds assumed Sustainability Impact in summer 2024, while its Global Sustainable Government Bond fund took on the Sustainability Impact label early this year.

See also: Investors must not back down on climate action

Now the group has applied a Sustainability Focus label for the following funds:

  • EdenTree European Equity fund
  • EdenTree Global Equity fund
  • EdenTree Managed Income fund
  • EdenTree Short Dated Bond fund
  • EdenTree Sterling Bond fund
  • EdenTree UK Equity fund
  • EdenTree UK Equity Opportunities fund

Carlota Esguevillas (pictured), head of sustainable investment at EdenTree, said: “Achieving full SDR labelling across our fund range marks a significant milestone for EdenTree and for sustainable investment in the UK.”

“Investing sustainably shouldn’t be complicated,” she added. “As an industry we owe it to investors to provide a transparent and varied range of sustainable investment options, allowing them to confidently select the strategy that best aligns with their own priorities and goals. As the first UK investment house with all funds SDR-labelled, we are proud to offer clients a fully labelled suite spanning equities, fixed income and listed infrastructure, across a choice of both Impact and Focus labelled funds.

“While the SDR process has involved a steep learning curve for the whole industry, we believe the new rules have brought much-needed clarity to the market, setting a higher bar for sustainability and setting down a strong foundation of quality and trust which we believe is essential to the future growth of the sustainable fund industry.”

This article first appeared on Portfolio Adviser

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