UK Sustainability Disclosure Requirements (SDR) updates
Global Sustainable Equity Fund
Adoption of Sustainability Focus™ label and prospectus disclosure updates
With effect from 15 April 2025 the Fund will adopt the Sustainability Focus™ label.
The Sustainability Focus™ label applies to funds with a sustainability objective consistent with an aim to invest at least 70% of their assets that are environmentally and/or socially sustainable. As a result, the Prospectus will also be updated to include additional detail relevant to the investment objective, investment policy, as well as additional sections detailing the Fund’s sustainability approach (including its sustainability themes), sustainability metrics, and stewardship and engagement approaches.
Full details of these updates can be found in the Documents provided below. These include:
- A full prospectus mark-up, showing the disclosure changes (see page 78).
- A shorter summary comparison between the current and new prospectus disclosures.
- The shareholder letter sent to you via post.
- The Consumer Facing Disclosure, which sets out key information on the Fund’s sustainable investment approach and Key Performance Indicators showing how the Fund meets its sustainability objective.
For more information on the FCA’s Sustainability Disclosure Requirements, please refer to the Frequently Asked Questions section below.
Documents
Frequently Asked Questions
Product page
US Sustainable Equity Fund
Adoption of Sustainability Focus™ label and prospectus disclosure updates
With effect from 15 April 2025 the Fund will adopt the Sustainability Focus™ label.
The Sustainability Focus™ label applies to funds with a sustainability objective consistent with an aim to invest at least 70% of their assets that are environmentally and/or socially sustainable. As a result, the Prospectus will also be updated to include additional detail relevant to the investment objective, investment policy, as well as additional sections detailing the Fund’s sustainability approach (including its sustainability themes), sustainability metrics, and stewardship and engagement approaches.
Full details of these updates can be found in the Documents provided below. These include:
- A full prospectus mark-up, showing the disclosure changes (see page 130).
- A shorter summary comparison between the current and new prospectus disclosures.
- The shareholder letter sent to you via post.
- The Consumer Facing Disclosure, which sets out key information on the Fund’s sustainable investment approach and Key Performance Indicators showing how the Fund meets its sustainability objective.
For more information on the FCA’s Sustainability Disclosure Requirements, please refer to the Frequently Asked Questions section below.
Documents
Frequently Asked Questions
Product page
Sustainable Future Technologies Fund
Adoption of Sustainability Focus™ label and prospectus disclosure updates
With effect from 15 April 2025 the Fund will adopt the Sustainability Focus™ label.
The Sustainability Focus™ label applies to funds with a sustainability objective consistent with an aim to invest at least 70% of their assets that are environmentally and/or socially sustainable. As a result, the Prospectus will also be updated to include additional detail relevant to the investment objective, investment policy, as well as additional sections detailing the Fund’s sustainability approach (including its sustainability themes), sustainability metrics, and stewardship and engagement approaches.
Full details of these updates can be found in the Documents provided below. These include:
- A full prospectus mark-up, showing the disclosure changes (see page 110).
- A shorter summary comparison between the current and new prospectus disclosures.
- The shareholder letter sent to you via post.
- The Consumer Facing Disclosure, which sets out key information on the Fund’s sustainable investment approach and Key Performance Indicators showing how the Fund meets its sustainability objective.
For more information on the FCA’s Sustainability Disclosure Requirements, please refer to the Frequently Asked Questions section below.