Boring Money's Holly MacKay: Sustainable fund label bingo

'Time for a rethink'

clock • 5 min read

New naming and marketing rules coming into force in December 2024 will mandate asset managers to have approved labels to mark a sustainable fund – or to drop the name.

But discussions behind closed doors suggest that we may end the year with a mere handful of funds which have made the grade, with more submitted applications in a queue to beat the April deadline for compliance.  If we trace the adoption of sustainable funds from a retail investor perspective, it very roughly happened as below. Investors became more interested during lockdown as existential angst caused reflection; they maintained their interest as reduced global activity kept oil prices low. Impact Healthcare REIT unveils name change in SDR compliance move However, the sustaina...

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