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OFST830210 – UK SDR Approach
The UK Sustainability Disclosure Requirements (SDR) approach of the product.According to section 5.2.2(7) of the FCA's ESG Sourcebook this should be "a summary of the manager’s investment policy and strategy in relation to the sustainability product’s sustainability characteristics (including, where relevant, the sustainability product’s sustainability objective) which uses plain English language to describe the policy and strategy effectively and accurately to retail clients and which: (a) is clearly signposted as the manager’s ‘sustainability approach’; (b) sets out the key sustainability characteristics of assets in which that sustainability product will and will not invest; (c) details any types of asset that the product invests in for reasons other than to pursue its sustainability objective and why the product invests in those assets; and (d) summarises the manager’s approach to investor stewardship in supporting the achievement of the sustainability product’s sustainability objective".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 | OFST830210 |
| Name | UK SDR Approach |
| 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_OFST830210 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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