OpenLegislation

Section 5 OTHER

United Kingdom

Original text. Later amendments are not shown.

ESG FACTORSDISCLOSURES
Combined ESG factorsWeighted average ESG rating of the benchmark (voluntary).
Environmental

Weighted average environmental rating of the benchmark (voluntary).

Degree of exposure of the portfolio to climate-related opportunities, measuring investment opportunities related to climate change, innovating new investment solutions, as percentage of total weight in portfolio (voluntary).

GHG intensity of the benchmark.

Degree of exposure of the portfolio to the sectors listed in Sections A to H and Section L of F1SIC as percentage of total weight in the portfolio.

Social

Weighted average social rating for the benchmark (voluntary).

International treaties and conventions, United Nations principles or, where applicable, F2UK law used in order to determine what constitutes a ‘controversial weapon’.

Weighted average percentage of benchmark constituents in the controversial weapons sector.

Weighted average percentage of benchmark constituents in the tobacco sector.

Governance

Weighted average governance rating of the benchmark (voluntary).

Percentage of underlying funds with stewardship policies in place, including measures for the planning and management of resources.

Annotations

Textual amendments

F1

Word in Annex 2 Section 5 substituted (18.10.2021) by The Markets in Financial Instruments, Benchmarks and Financial Promotions (Amendment) (EU Exit) Regulations 2021 (S.I. 2021/1074), regs. 1(2), 5(4)(b)

F2

Words in Annex 2 Section 5 substituted (18.10.2021) by The Markets in Financial Instruments, Benchmarks and Financial Promotions (Amendment) (EU Exit) Regulations 2021 (S.I. 2021/1074), regs. 1(2), 5(4)(d)