Our EU-domiciled funds which are considered Recognised by the UK regulator (‘Recognised Funds’), the Financial Conduct Authority (‘FCA’), can be found by searching the FCA’s registeropens in a new tab or by viewing the funds listed on the Legal Documents section of our website.
Where such Recognised Funds use a sustainability term (listed below) in their fund name or in a financial promotion, in relation to the sustainability characteristics of the fund, Natixis Investment Managers UK Limited (‘NIM UK’) makes the following statement:
This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements.
Consequently, NIM UK is not required to publish consumer-facing disclosures in respect of the EU-domiciled funds it distributes, nor is the associated Management Company of the Recognised Funds required to comply with the UK sustainability investment labelling and disclosure requirements.
The above statement is not made in respect of UK-authorised OEIC funds for which Thesis Unit Trust Management Limited (‘Tutman’) is the Authorised Corporate Director. These specific funds with ‘TM Natixis’ in their fund name are subject to the UK sustainable investment labelling and disclosure requirements. The first consumer-facing disclosure report produced by Tutman will be published by 2 December 2024 (at the latest) and we will provide a link to it from to this page once available.
Investors can find additional information in relation to the sustainability labelling and disclosure requirements under the FCA’s rules, by visiting https://www.fca.org.uk/consumers/identifying-sustainable-investmentsopens in a new tab.
List of sustainability terms
(a) ‘ESG’ (or ‘environmental, social and governance’);
(b) ‘environment’, ‘environmental’ or ‘environmentally’;
(c) ‘social’ or ‘socially’;
(d) ‘climate’;
(e) ‘sustainable’ or ‘sustainability’;
(f) ‘green’;
(g) ‘transition’;
(h) ‘net zero’;
(i) ‘impact’;
(j) ‘responsible’;
(k) ‘sustainable development goals’ or ‘SDG(s)’;
(l) ‘Paris-aligned’; and
(m) any other term which implies that a sustainability product has sustainability characteristics.