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What is the difference between an Article 8 and Article 9 fund, and what do they have to do with the EU Taxonomy?
What is the difference between an Article 8 and Article 9 fund, and what do they have to do with the EU Taxonomy?
Briink Intelligence GmbH avatar
Written by Briink Intelligence GmbH
Updated over a week ago

There is a subtle difference between funds falling under the scope of SFDR Article 8 and Article 9:

  • SFDR Article 8 funds promote environmental or social characteristics.

  • SFDR Article 9 funds have sustainable investments as their main objective.

Taxonomy alignment reporting is currently mandatory for Article 9 funds and Article 8 funds that promote environmental characteristics. You can find more information on our blog.

Read more about the SFDR and why it matters in the dedicated FAQ.

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