Statistiche › Attivo, passivo e flussi › Fund name rules
Europe's only numeric sustainability threshold for funds is an eighty per cent rule in guidance that fund managers need not report compliance with
| Terms used in the name | Exclusions that apply | Extra condition | Paragraph |
|---|---|---|---|
| Transition, social or governance related terms | the first three exclusions of the climate benchmark delegated regulation, points (a) to (c) | nessuno | 16 |
| Environmental or impact related terms | the full seven exclusions, points (a) to (g) | nessuno | 17 |
| Sustainability related terms | the full seven exclusions, points (a) to (g) | "commit to invest meaningfully in sustainable investments" | 18 |
Markets authority guidelines on funds' names using environmental, social, governance or sustainability related terms, cover date 21 August 2024. The 80 per cent threshold appears in identical wording in all three paragraphs. The guidelines themselves do not use the shorthand names for the two exclusion lists; the accompanying final report does.
The guidelines set three different exclusion lists depending on which term a fund's name uses, give no calendar date for their application, and state in terms that fund managers are not required to report whether they comply with them at all.
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