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SFDR Article 8 and Article 9 Funds: Q3 2024 in Review

Since the European Union's Sustainable Finance Disclosure Regulation came into force in March 2021, asset managers have been required to provide more information on the sustainability risks and impact of their investment products sold in the EU.

In Q3 of 2024, Article 8 funds netted about EUR 38 billion of new money, the highest inflows since late 2021, up from EUR 26.5 billion in the previous quarter.

This report provides an update on the landscape of Article 8 and Article 9 funds at the end of Q2 2024, examining aspects such as flows, assets, product launches, fund reclassifications, sustainable investment targets, and other data from the European ESG Template, or EET.

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What's Inside

  • An overview of Article 8 and Article 9 Fund Universe
  • An analysis of the funds that altered their SFDR status
  • A closer look at Article 8 and Article 9 funds through the lens of the European ESG Template

For more information on Morningstar EU Action Plan Solutions, visit our resources page

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