SFDR

The SFDR disclosures listed below apply to the companies within the Sector Asset Management Group (Entity level disclosures). Product level disclosures can be found on the respective Fund pages (see Funds)

Sector Gamma
Sustainability Integration (SFDR Art. 3)PDF
PAI Statement – Entity Level (SFDR Art.4)PDF
Remuneration Policy (SFDR Art.5)PDF
ESG PolicyPDF
Fund-level disclosures: Sector Healthcare Value Fund
Sector Theta
Sustainability Integration (SFDR Art. 3)PDF
PAI Statement – Entity Level (SFDR Art.4)PDF
Remuneration Policy (SFDR Art.5)PDF
Incentive
Sustainability Integration (SFDR Art. 3)PDF
PAI Statement – Entity Level (SFDR Art.4)PDF
Remuneration Policy (SFDR Art.5)PDF
Sustainability PolicyPDF
Fund-level disclosures: Incentive Active Value Long Only Fund
Cusana Capital
Sustainability Integration (SFDR Art. 3)PDF
PAI Statement – Entity Level (SFDR Art.4)PDF
Remuneration Policy (SFDR Art.5)PDF
Sustainability PolicyPDF
Fund-level disclosures:
Sector Fund Services
Sustainability Integration (SFDR Art. 3)PDF
PAI Statement – Entity Level (SFDR Art.4)PDF
Remuneration Policy (SFDR Art.5)PDF
Sustainability PolicyPDF
Sector Capital
Sustainability Integration (SFDR Art. 3)PDF
PAI Statement – Entity Level (SFDR Art.4)PDF
Remuneration Policy (SFDR Art.5)PDF
Sustainability PolicyPDF
Sector Asset Management
ESG PolicyPDF

Park Avenue Funds

Specific disclosures for funds managed solely by SFS (the Park Avenue Equity Fund 2018 and the Park Avenue Equity Fund 2020, each a sub-fund of Trient Global Investment Funds plc, (each a “Park Avenue Fund” and collectively the “Park Avenue Funds”)):

The Park Avenue Funds’ investment objectives and policies require that each Park Avenue Fund invest substantially all of its assets in the Master Fund (as defined in the Park Avenue Funds’ supplement) and, as such, SFS in its capacity as the Park Avenue Funds’ Investment Manager, does not exercise a meaningful degree of discretion as regards the investment of the Park Avenue Funds’ assets. As the extent to which SFS in its capacity as the Investment Manager exercises discretionary investment management power is limited in this way, (i) SFS in its capacity as the Investment Manager does not specifically consider Sustainability Risks in its investment decision making, (ii) SFS in its capacity as the Investment Manager does not consider the potential adverse impacts of its investment decisions on Sustainability Factors and (iii) the investments underlying the Park Avenue Funds do not take into account the EU criteria for environmentally sustainable economic activities.