OFST830200 – UK SDR Objective

The UK Sustainability Disclosure Requirements (SDR) objective of the product.According to section 5.2.2(5) of the FCA's ESG Sourcebook this must include "a summary of: (a) any material effect (including expected effect) on the financial risk and return of the product as a result of the investment strategy the manager has adopted to pursue the product’s sustainability objective; (b) the product’s progress towards achieving its sustainability objective; and any material negative environmental and/or social outcomes that may arise when pursuing the product’s sustainability objective, as identified under ESG 4.2.9R(1)".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 OFST830200
Name UK SDR Objective
Area Static data
Level Fund
Format Text
Tags Full, GB
Introduced in openfunds 2

Values

Free text

FundsXML 4 mapping

FundsXML 4.2.11 has no element for this field. The converter keeps the value as CustomAttributes/Attribute named OF_OFST830200 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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