Morningstar research: Article 8 funds suffer outflows for first time

clock • 2 min read
Collectively, Article 8 and Article 9 fund assets grew by 8.5% in the first quarter of 2022 to €4.2trn
Image:

Collectively, Article 8 and Article 9 fund assets grew by 8.5% in the first quarter of 2022 to €4.2trn

Data from Morningstar has shown that in the first quarter of 2022, Article 8 funds had outflows of €3.3bn, the first time such classified funds have seen more money leaving than being invested.

From March 2021, Sustainable Finance Disclosure Regulation (SFDR) introduced classifications to funds such as Article 8, which defines funds that promotes environmental or social characteristics. While...

To continue reading this article...

Join Professional Adviser

 

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Investment