The SFDR stipulates that asset managers must disclose on the level of integration of sustainability within their investment strategies. They must also classify their funds according to three categories based on the level of integration and the objectives sought. The definition of these categories is as follows:
 |
Article 6. The financial product has neither a sustainable objective nor environmental or social characteristics. It is however required to describe its integration of sustainability risks. |
 |
Article 8. The financial product promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics. In addition to the promotion of environmental and/or social characteristics, the financial product can also commit to a minimum percentage of sustainable investment (referred to as Article 8 product with minimum commitment of sustainable investment). |
 |
Article 9. The financial product has sustainable investment as its objective. |
|
SFDR Article: |
6 |
8 |
8 with min SI |
9 |
|
Reports on the integration of sustainability risks |
Yes |
Yes |
Yes |
Yes |
|
Promotes environmental or social characteristics |
|
Yes |
Yes |
|
|
Has a minimum proportion of sustainable investments |
|
|
Yes (% to be defined by asset manager) |
100%* |
|
Has a sustainable investment objective |
|
|
Yes |
*Excluding cash and cash equivalents.
Please click on the tabs below for the cataloguing of our strategies.
|
Funds that are not article 8 or 9 products, but are nevertheless required to describe the manner in which sustainability risks are integrated into their investment decisions. |
|
Equities |
Europe High Conviction |
|
Fixed Income |
Asia Income 2024
High Yield 2023-24 The Sovereign Bond fund |
|
Alternatives |
Event Convexity |
| These financial product promote environmental or social (E/S) characteristics but do not have a specific sustainable investment objective. |
|
Equities |
Asia High Conviction
Global FinTech
Global HealthTech Global Fixed Income Opportunities Golden Age
World Brands
China High Conviction
Continental Europe Family Leaders
Continental Europe Small & Mid Caps Leaders
Europe All-Cap Leaders
Emerging High Conviction
NextGen BioTech
Swiss Equity
Swiss Small & Mid Caps Missing Generation Global
|
| Equities (With commitment to sustainable investment )1 |
Circular Economy |
|
Fixed Income |
Euro BBB-BB Fundamental Global BBB-BB Fundamental Asia Investment Grade Bond Asia Value Bond Emerging Markets Local Currency Bond Fundamental Global Government Fundamental Global Inflation-Linked Fundamental Global Government Long Duration Short Term Money Market Swiss Franc Credit Bond (Foreign) Global Fixed Income Opportunities Ultra Low Duration Fallen Angels Recovery |
| Fixed income (With commitment to sustainable investment)1 | BulwarkBay IG Global Corporate BulwarkBay IG Euro Corporate BulwarkBay Credit Bond |
|
Convertibles |
Convertible Bond |
| Convertibles (With commitment to sustainable investment)1 | BulwarkBay Global Convertible Bond |
| Multi-Asset |
All Roads |
| Alternatives (With commitment to sustainable investment)1 | TerreNeuve |
1 Some of our Article 8 funds promote Environmental/Social (E/S) characteristics, containing a minimum proportion of sustainable investments even if the latter are not the fund’s main objective.
| These financial products commit to make only sustainable investments (ex-cash and cash equivalents) according to the SFDR. |
|
|
|
|
Fixed Income |
Global Climate Bond |
| Alternatives | Sustainable Private Credit |
|
Blue text denotes Towards Sustainability labelled funds. |
|---|
BulwarkBay, as at 31 January 2023. The Towards Sustainability Quality Standards (for sustainable financial products) and labels were developed by the Central Labelling Agency. This award should not be construed as an endorsement of the Investment Manager, the Fund or any other private fund or pool advised by the investment manager or any of its affiliates.
© 2024 BulwarkBay Investment Management
