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SFDR

Sustainable Finance Disclosure Directive

Helping you make informed choices through transparent disclosure of how we build sustainability into our funds.
About Us
Resilience

European Union

Sustainable Finance Disclosure Directive

Navigate Funds manages one sustainable mandate, the Navigate climate Volatility Fund. To ensure wealth and well-being, some investors aim for both performance and sustainability. On the path we are currently on, achieving financial performance is no longer the only thing that matters, but also the impact of investments on society.

Sustainable investing has come a long way from its humble origins in the 18th century and is now a multi-trillion-dollar industry. It has gone from niche to mainstream, and the number of tools and resources available for investing in sustainability has grown tremendously. Sustainable investing ranges from basic exclusions to more sophisticated climate solutions as the asset management industry seeks to achieve carbon neutrality by 2050.

European Union Sustainable Finance Disclosure Directive (SFDR)

ACM Europe manages one sustainable mandate, the Navigate climate Volatility Fund which is a sub fund of the Navigate Funds SICAV Plc.

The EU SFDR was created as part of the Union’s response to its obligations under the Paris Agreement signed in December 2015. The SFDR is a fundamental pillar of the EU Sustainable Finance agenda, having been introduced by the European Commission as a core part of its 2018 Sustainable Finance Action Plan, which also include the Taxonomy Regulations. The main purpose of the regulation is to improve transparency in the market for sustainable investment products, 

to prevent greenwashing and to increase transparency around sustainability claims made by financial market participants. Funds can choose to align themselves with 1 of 3 Articles under the regulation, with each article bring more obligations to investors and regulators in both terms of sustainable focus and transparency requirements.

All Financial Products / Non ESG Approach

Detailed description of how investments are aligned with the sustainable investment objective and how they are measured

Products promoting environmental or social characteristics

Principals of adverse impact and no serious harm done in investment decision

Financial products with a sustainable investment objective

Allignment with EU Taxonomy on sustainable finance

Navigate's SFDR Mandates

Navigate manages both sustainable and non sustainable….
Navigate current manages one sustainable Sub-Fund, the Navigate Climate Volatility Opportunities Fund, which classifies as an Article 8…

Navigate Funds SICAV ESG Policy

NCVO SFDR Articles 37 – 49 Disclosures

NCVOF PAI

ACM Engagement Policy

ACM ESG Policy

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