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Sustainability-related disclosures: SFDR

Under SFDR, asset managers are required to make a number of disclosures in regard to their funds and investment processes in order to help investors understand their approach to sustainability.

Here we set out our policies and disclosures under the EU Sustainable Finance Disclosures Regulation (SFDR).

Please note, this information relates only to the Artemis Funds (Lux) range of funds, which are domiciled in Luxembourg, regulated by the CSSF and are within the scope of SFDR.

EU Sustainable Finance Disclosures Regulation

The EU Sustainable Finance Disclosures Regulation (SFDR) is a set of European Union rules which aims to improve transparency around the sustainability profile of funds and to allow for better comparison between funds.

SFDR helps categorise funds into specific groups and includes disclosures and metrics for assessing the environmental, social and governance (ESG) impacts of the investment process for each fund.

The information below describes our approach to SFDR and includes our policies, procedures and the relevant disclosures.

Classification of funds under SFDR

One key element of SFDR is the reporting format that funds are required to follow depending on whether they meet the criteria for Article 8 or Article 9 of SFDR.

  • Article 8 funds are those which promote environmental or social characteristics, or a combination of those characteristics, provided the companies in which investments are made follow good governance practices.
  • Article 9 funds are those that have sustainable investment as their objective and target sustainable investments.
  • Funds which do not fall within the scope of Article 8 or Article 9 are ‘neutral’ funds, which do not have any binding sustainability controls in their investment process and may not be promoted as ESG funds.

The Artemis funds (Lux) range of funds has a number of Article 8 funds.

Fund-level sustainability disclosures are available below.

Artemis sustainable investment methodology for SFDR

Artemis’s current approach to defining ‘sustainable investments’ for the purposes of SFDR is explained in our Sustainable investment methodology.

Statement on principal adverse impacts of investment decisions on sustainability factors

Under SFDR, firms are required to provide annual disclosures on the principal adverse impacts of investment decisions, which are available here. The English version contains a full statement, whilst versions in other languages contain a summary only:

  English Dutch French German Italian Norwegian Spanish Swedish
Principle adverse impacts statement PDF PDF PDF PDF PDF PDF PDF PDF

Artemis Funds (Lux) prospectus

The prospectus of Artemis Funds (Lux) is available on our fund literature page.

Fund sustainability-related disclosures

Sustainability-related disclosures for each of our Artemis Funds (Lux) funds, as required under Article 10(1) of SFDR for funds which fall within the scope of Article 8 or Article 9 of SFDR, are available here. The English versions contain the full set of disclosures for each fund, whilst versions in other languages contain summaries only:

Artemis Funds (Lux): English Dutch French German Italian Norwegian Spanish Swedish
Global High Yield Bond PDF PDF PDF PDF PDF PDF PDF PDF
Global Select PDF PDF PDF PDF PDF PDF PDF PDF
Leading Consumer Brands PDF PDF PDF PDF PDF PDF PDF PDF
Short-Dated Global High Yield Bond PDF PDF PDF PDF PDF PDF PDF PDF
SmartGARP Global Emerging Markets Equity PDF PDF PDF PDF PDF PDF PDF PDF
US Extended Alpha PDF PDF PDF PDF PDF PDF PDF PDF
US Select PDF PDF PDF PDF PDF PDF PDF PDF
US Smaller Companies PDF PDF PDF PDF PDF PDF PDF PDF

 


This is intended to provide you with information about sustainability aspects of the Artemis Funds (Lux) range of funds. It is not a marketing communication and should not be used to make investment decisions. You should always refer to the relevant fund prospectus and KIID/KID before making any final investment decisions.

Artemis does not provide investment advice on the advantages or suitability of its products and no information provided should be viewed in this way. Should you be unsure about the suitability of an investment, you should consult a suitably qualified professional adviser.

Issued by: Artemis Fund Managers Limited and Artemis Investment Management LLP which are authorised and regulated by the UK Financial Conduct Authority; in Germany, AI Management (Europe) GmbH; in Switzerland, Artemis Investment Services (Switzerland) GmbH.