Cantor Fitzgerald Announces SFDR Article 9 for Green Effects Fund


Cantor Fitzgerald Announces SFDR Article 9 for Green Effects Fund

Launched in 2000 and celebrating 22 years of ethical investing, Cantor Fitzgerald is delighted to announce that the Green Effects Fund now falls under Article 9 of the Sustainable Finance Disclosure Regulation (SFDR). The fund invests in a basket of ethically screened global stocks with exposure to wind energy, solar, electric cars, forestry, waste management, paper and semi-conductors.

The objective of the fund is to achieve long term capital appreciation by investing in projects and companies with a commitment to supporting the environment and socially just work methods. The fund invests only in stocks which are included in the Natur-Aktien-Index (NAI Index) and holds names such as Molina, Smith & Nephew, Vestas and Tesla to name but a few.

SFDR was introduced in 2021 to improve transparency and accountability around sustainable investment products. An Article 9 Fund under the SFDR is defined as one that has sustainable investment or a reduction in carbon emissions as its objective. Good governance and aligning with the EU Taxonomy criteria of climate change mitigation and adaptation are critical to this Article 9 designation. This ensures greater transparency for clients and clarity around the green credentials of the fund and how it meets its sustainable objective.

The Article 9 accreditation is a huge boost in further recognising the Green Effects Fund and is testament to the ethos of its long-running strategy. We are very proud to hold a fund of this nature within our portfolio of Cantor Fitzgerald offerings. Our outlook for growth of the fund remains positive. It has achieved an annualised return of 6.12% since inception*. The global focus and indeed urgency to further reduce carbon emissions and waste, and the drive for greater energy efficiency point to long-term upside” commented Richard Power, Fund Manager.

(as at 29.07.22 / inception date 17.11.00


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