Fund Data Converter
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OFST830110 – UK SDR Exposure Impact
Percentage (as decimal) exposure to Sustainability Impact label. If the fund has the label "Sustainability Impact" (OFST830020 UK SDR label = "Impact") then this value must be at least 0.7 (70%) according to section 4.2.4(2)(a) of the FCA's ESG Sourcebook.
If the fund has the label "Sustainability Mixed Goals" (OFST830020 UK SDR label = "Mixed Goals") then this value must be disclosed to show "details as to the proportion of the sustainability product’s assets which are invested in accordance with each of the 2 or more sustainability objectives referred to in ESG 4.2.18R" according to section 5.2.2(10) of the FCA's ESG Sourcebook.More detail on the UK Sustainability Disclosure Requirements (SDR) can be found in the FCA's ESG Sourcebook (https://www.handbook.fca.org.uk/handbook/ESG.pdf).
| Property | Value |
|---|---|
| OF-ID | OFST830110 |
| Name | UK SDR Exposure Impact |
| Area | Static data |
| Level | Fund |
| Format | Decimal number |
| Tags | Full, GB |
| Introduced in | openfunds 2 |
Values
Percentage expressed as a decimal figure, 100%=1, 5%= 0.05
Example
0.8
FundsXML 4 mapping
FundsXML 4.2.11 has no element for this field. The converter keeps the value as CustomAttributes/Attribute named OF_OFST830110 on the share class (or position), so FundsXML → openfunds restores it unchanged.
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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