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SFDR Article 8 and Article 9 Funds: Q1 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.

Amid persistent macroeconomic pressures, including high interest rates and slowdown in some of the largest economies, the Q1 2024 saw significant changes in the fund industry. Article 8 funds rebounded, netting EUR 14 Billion of new money, while Article 9 funds continued to experience outflows.

This report provides an update on the landscape of Article 8 and Article 9 funds at the end of Q1 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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