OFEE513000 – EET Financial Instrument Nuclear Energy Exclusion

Does the financial instrument have an exclusion policy for this category?This category includes:- Companies that are involved in uranium mining (are excluded if the 5 percent revenue threshold is exceeded at the issuer level)- Companies that are involved in the electricity generation based on nuclear energy (are excluded if the 5 percent revenue threshold is exceeded at the issuer level.)- Companies that are involved in the operation of nuclear power plants and/or the manufacturing of essential components for nuclear power plants (are excluded if the 5 percent revenue threshold is exceeded at the issuer level.)//The corresponding field introduced by FinDatEx with their European ESG Template (EET) is:EET: 51300_Financial_Instrument_Nuclear_Energy_Exclusion. This is an Optional EET field when taking into account all relevant EU regulations (SFDR, MiFID, and IDD).//

Allowed values

yes, no

Example

yes

FundsXML 4 mapping

FundsXML EET block:

• RegulatoryReportings/…/EET1.1.3/ScreeningCriteria/SectorsBasedExclusions/NuclearEnergyExclusion/Applied

The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.

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