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SFDR Classification

Marketing Communication

SFDR Stands for Sustainable Finance Disclosure Regulation

SFDR is a set of frameworks outlining the incorporation of ESG criteria on a corporate and product level, assessing outcomes of the investment process on a sustainability scale.

SFDR in Detail

The EU Sustainable Finance Disclosure Regulation is only one part of a much bigger package that was adopted by the European Commission in 2018. Part of this, is also the EU Taxonomy Regulation (TR) and the EU Market in Financial Instruments Sustainable Preference Obligation (MiFID 2).

In particular, 2 different levels for the SFDR have been scheduled, the second of which taking place in January 2023.

Timeline of Implementation

Source: J.P. Morgan Asset management, SFDR explained, 2022.

Purpose of SFDR

SFDR aims to redirect flows towards more sustainable investment solutions and at the same time to enhance transparency of sustainability of financial products and institutions. This second goal targets the so-called “greenwashing”.

What is greenwashing? The term is commonly used to refer to an organization’s false claims about an environmental positive impact that it is having. Although such claims could have some elements of truth, they have often misguided investors and other stakeholders.

The SFDR regulation forces market participants to disclose the ESG factors and sustainability characteristics of financial products like ETFs. It thus aids investors in determining the sustainability profile and risk of a fund, being also able to better compare different investment solutions with respect to ESG factors.

Classification

Under SFDR, UCITS funds can be classified under one of the following categories¹:

SFDR Art. 6

SFDR Art. 6

Funds which do not promote environmental, social, or governance characteristics. On a concrete level this means that this kind of funds does not include any sustainability analysis into the investment process. Accordingly, they can include also companies that are typically excluded by more sustainable funds like for example coal producers etc.

SFDR Art. 8

SFDR Art. 8

Funds that promote, among others, environmental or social characteristics or a combination, provided that the investee companies follow good governance practices.

Examples of VanEck’s SFDR Art. 8 Funds

VanEck Sustainable World Equal Weight UCITS ETF
VanEck Global Real Estate UCITS ETF
VanEck Morningstar US Sustainable Wide Moat UCITS ETF
VanEck Morningstar Global Wide Moat UCITS ETF
VanEck Semiconductor UCITS ETF
VanEck Space Innovators UCITS ETF
VanEck New China ESG UCITS ETF
VanEck Smart Home Active UCITS ETF
VanEck Genomics and Healthcare Innovators UCITS ETF

SFDR Art. 9

SFDR Art. 9

Funds that have a sustainable investment as their objective. This means that they explicitly aim to have a positive impact on the society or the environment through sustainable investments.

Some of VanEck’s SFDR Art. 9 Funds

VanEck Hydrogen Economy UCITS ETF
VanEck Sustainable Future of Food UCITS ETF
VanEck Circular Economy UCITS ETF
VanEck Bionic Engineering UCITS ETF

¹ Source: Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability‐related disclosures in the financial services sector.

What’s Next?

Investors’ interest and demand for sustainable investment solutions is projected to keep increasing in the years to come. Accordingly, the EU regulation will likely see new legislations being passed and new ESG disclosures will be made mandatory for asset managers and other market participants alike.

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IMPORTANT INFORMATION

This is a marketing communication for professional investors only. Please refer to the UCITS prospectus and to the Key Investor Information Document (KIID) before making any final investment decisions.

This information originates from VanEck Securities UK Limited (FRN: 1002854), an Appointed Representative of Sturgeon Ventures LLP (FRN: 452811) which is authorised and regulated by the Financial Conduct Authority in the UK. The information is intended only to provide general and preliminary information to FCA regulated firms such as Independent Financial Advisors (IFAs) and Wealth Managers. Retail clients should not rely on any of the information provided and should seek assistance from an IFA for all investment guidance and advice. VanEck Securities UK Limited and its associated and affiliated companies (together “VanEck”) assume no liability with regards to any investment, divestment or retention decision taken by the investor on the basis of this information. The views and opinions expressed are those of the author(s) but not necessarily those of VanEck. Opinions are current as of the publication date and are subject to change with market conditions. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results. Information provided by third party sources is believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. Brokerage or transaction fees may apply.

VanEck Asset Management B.V., the management company of VanEck Sustainable World Equal Weight UCITS ETF (the "ETF"), a sub-fund of VanEck ETFs N.V., is a UCITS management company incorporated under Dutch law and registered with the Dutch Authority for the Financial Markets (AFM). The ETF is registered with the AFM, passively managed and tracks an equity index. Investing in the ETF should be interpreted as acquiring shares of the ETF and not the underlying assets.

VanEck Asset Management B.V., the management company of VanEck Global Real Estate UCITS ETF (the "ETF"), a sub-fund of VanEck ETFs N.V., is a UCITS management company incorporated under Dutch law and registered with the Dutch Authority for the Financial Markets (AFM). The ETF is registered with the AFM, passively managed and tracks an equity index. Investing in the ETF should be interpreted as acquiring shares of the ETF and not the underlying assets.

VanEck Asset Management B.V., the management company of VanEck Morningstar US Sustainable Wide Moat UCITS ETF (the "ETF"), a sub-fund of VanEck UCITS ETFs plc, is a UCITS management company under Dutch law registered with the Dutch Authority for the Financial Markets (AFM). The ETF is registered with the Central Bank of Ireland, passively managed and tracks an equity index. Investing in the ETF should be interpreted as acquiring shares of the ETF and not the underlying assets.

VanEck Asset Management B.V., the management company of VanEck Morningstar Global Wide Moat UCITS ETF (the "ETF"), a sub-fund of VanEck UCITS ETFs plc, is a UCITS management company incorporated under Dutch law and registered with the Dutch Authority for the Financial Markets (AFM). The ETF is registered with the Central Bank of Ireland, passively managed and tracks an equity index. Investing in the ETF should be interpreted as acquiring shares of the ETF and not the underlying assets.

VanEck Asset Management B.V., the management company of VanEck Semiconductor UCITS ETF (the "ETF"), a sub-fund of VanEck UCITS ETFs plc, is a UCITS management company incorporated under Dutch law registered with the Dutch Authority for the Financial Markets (AFM). The ETF is registered with the Central Bank of Ireland, passively managed and tracks an equity index. Investing in the ETF should be interpreted as acquiring shares of the ETF and not the underlying assets.

VanEck Asset Management B.V., the management company of VanEck Space Innovators UCITS ETF (the "ETF"), a sub-fund of VanEck UCITS ETFs plc, is a UCITS management company incorporated under Dutch law registered with the Dutch Authority for the Financial Markets (AFM). The ETF is registered with the Central Bank of Ireland, passively managed and tracks an equity index. Investing in the ETF should be interpreted as acquiring shares of the ETF and not the underlying assets.

VanEck Asset Management B.V., the management company of VanEck New China ESG UCITS ETF (the "ETF"), a sub-fund of VanEck UCITS ETFs plc, is a UCITS management company incorporated under Dutch law registered with the Dutch Authority for the Financial Markets (AFM). The ETF is registered with the Central Bank of Ireland, passively managed and tracks an equity index. Investing in the ETF should be interpreted as acquiring shares of the ETF and not the underlying assets.

VanEck Asset Management B.V., the management company of VanEck Smart Home Active UCITS ETF (the "ETF"), a sub-fund of VanEck UCITS ETFs plc, engaged Dasym Managed Accounts B.V., an investment company regulated by the Dutch Financial Service Supervisory Authority (AFM), as the investment advisor for the Fund. The Fund is registered with the Central Bank of Ireland and actively managed. Investing in the ETF should be interpreted as acquiring shares of the ETF and not the underlying assets.

VanEck Asset Management B.V., the management company of VanEck Genomics and Healthcare Innovators UCITS ETF (the "ETF"), a sub-fund of VanEck UCITS ETFs plc, is a UCITS management company incorporated under Dutch law registered with the Dutch Authority for the Financial Markets (AFM). The ETF is registered with the Central Bank of Ireland, passively managed and tracks an equity index. The value of the ETF assets may fluctuate heavily as a result of the investment strategy. Investing in the ETF should be interpreted as acquiring shares of the ETF and not the underlying assets.

VanEck Asset Management B.V., the management company of VanEck Hydrogen Economy UCITS ETF (the "ETF"), a sub-fund of VanEck UCITS ETFs plc, is a UCITS management company incorporated under Dutch law registered with the Dutch Authority for the Financial Markets (AFM). The ETF is registered with the Central Bank of Ireland, passively managed and tracks an equity index. Investing in the ETF should be interpreted as acquiring shares of the ETF and not the underlying assets.

VanEck Asset Management B.V., the management company of VanEck Sustainable Future of Food UCITS ETF (the "ETF"), a sub-fund of VanEck UCITS ETFs plc, is a UCITS management company incorporated under Dutch law registered with the Dutch Authority for the Financial Markets (AFM). The ETF is registered with the Central Bank of Ireland, passively managed and tracks an equity index. Investing in the ETF should be interpreted as acquiring shares of the ETF and not the underlying assets.

VanEck Asset Management B.V., the management company of VanEck Circular Economy UCITS ETF (the "ETF"), a sub-fund of VanEck UCITS ETFs plc, is a UCITS management company incorporated under Dutch law registered with the Dutch Authority for the Financial Markets (AFM). The ETF is registered with the Central Bank of Ireland, passively managed and tracks an equity index. Investing in the ETF should be interpreted as acquiring shares of the ETF and not the underlying assets.

VanEck Asset Management B.V., the management company of VanEck Bionic Engineering UCITS ETF (the "ETF"), a sub-fund of VanEck UCITS ETFs plc, is a UCITS management company incorporated under Dutch law registered with the Dutch Authority for the Financial Markets (AFM). The ETF is registered with the Central Bank of Ireland, passively managed and tracks an equity index. Investing in the ETF should be interpreted as acquiring shares of the ETF and not the underlying assets.

Investors must read the sales prospectus and key investor information before investing in a fund. These are available in English and the KIIDs/KIDs in certain other languages as applicable and can be obtained free of charge at www.vaneck.com, from the Management Company or from the following local information agents:

UK - Facilities Agent: Computershare Investor Services PLC
Austria - Facility Agent: Erste Bank der oesterreichischen Sparkassen AG
Denmark – Facility Agent: VanEck (Europe) GmbH
Germany - Facility Agent: VanEck (Europe) GmbH
France – Facility Agent: VanEck (Europe) GmbH
Spain - Facility Agent: VanEck (Europe) GmbH
Sweden - Paying Agent: Skandinaviska Enskilda Banken AB (publ)
Portugal - Paying Agent: BEST – Banco Eletrónico de Serviço Total, S.A.
Luxembourg - Facility Agent: VanEck (Europe) GmbH

All performance information is based on historical data and does not predict future returns. Investing is subject to risk, including the possible loss of principal.

No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.

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