What are the Sustainability Disclosure Requirements (SDR)?
The Financial Conduct Authority (“FCA”) has introduced a voluntary sustainability labelling regime for sustainable investment products in the UK. Sustainable investment labels help investors find products that have a specific sustainability goal.
SDR aims to increase transparency for sustainable investment products and ensure that funds marketed as sustainable do as they claim and have the evidence to back it up.
There are four labels that can be used, and there is no hierarchy between the labels:
- Sustainability Focus
- Sustainability Improvers
- Sustainability Impact
- Sustainability Mixed Goals
Further detail on the requirements for each sustainability label can be found on the FCA’s website: www.fca.org.uk/consumers/sustainable-investment-labels-greenwashing.
What labels has Jupiter adopted?
Which funds have sustainability characteristics?
The Jupiter Green Investment Trust has sustainability characteristics but has decided not to adopt a label under SDR. Please see the Consumer Facing Disclosure, the AIFMD and the Key Information Document for more information.
Other Sustainability-related content
Important information
Market and exchange rate movements can cause the value of an investment to fall as well as rise, and you may get back less than originally invested. Past performance is not a guide to future performance. Company/Holding/Stock examples are for illustrative purposes only and are not a recommendation to buy or sell. Quoted yields are not a guide or guarantee for the expected level of distributions to be received. The yield may fluctuate significantly during times of extreme market and economic volatility. Awards and Ratings should not be taken as a recommendation. Every effort is made to ensure the accuracy of the information provided but no assurance or warranties are given. This communication is for informational purposes only and is not investment advice. We recommend you discuss any investment decisions with a financial adviser, particularly if you are unsure whether an investment is suitable. Jupiter is unable to provide investment advice. An investor should read The Key Investor Information Document (KIID) before investing in the Fund. The KIID, Supplementary Information Document and Scheme Particulars for the fund are available for download from www.jupiteram.com.