We are delighted to announce plans to apply new sustainability labels to seven more funds in our range as part of the FCA’s Sustainability Disclosure Requirements (SDR). With four funds already labelled, the additions will bring EdenTree’s total number of labelled funds to 11, making the company the only UK fund house with a fully labelled product range once all labels are applied1.
Following a client notification process, currently underway, the “Sustainability Focus” label will be applied to 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
An early adopter in the SDR process, we have already applied labels to four funds in our range, with the EdenTree Green Future, EdenTree Green Infrastructure and EdenTree Global Impact Bond Fund having assumed Sustainability Impact labels in Summer 2024, and the EdenTree Global Sustainable Government Bond Fund having taken on a Sustainability Focus label at the start of this year.
The adoption of these new labels further highlights our commitment to providing clients with increased clarity, choice and flexibility when looking to meet their sustainability goals, adding a meaningful contribution to the pool of labelled funds available to UK investors.
We believe that investing sustainably shouldn’t be complicated. 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. With all funds now SDR-labelled, we are proud to offer clients a full list of transparently sustainable investment vehicles spanning equities, fixed income and listed infrastructure, across a choice of both Impact and Focus labelled funds.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations, you may not get back the amount you originally invested.
Note: We will be reflecting the adoption of these labels, and our ongoing commitment to sustainable investing, in our fund names. Please see the table below for more information.
Footnote
- Following a client notification process, labels are expected to will be added to the funds on 17/02/26
