Claims assessment · Fund naming claim
Impact fund
Typical treatment across five regimes. Every verdict below is tied to a stated legal hook.
Market comparison
How this claim is typically treated
Five major markets · one reviewed comparison
| Market | Typical treatment | Legal basis | What is required |
|---|---|---|---|
| European UnionEU | Restricted | View legal reasoningSFDR 2.0 proposal COM(2025)633 introduces 'impact' category; current: SFDR Art 9 logic | Measurable impact intentionality; contribution evidence |
| United KingdomUK | Restricted | View legal reasoningFCA SDR 'Sustainable Impact' label — pre-defined measurable positive impact; contribution theory | Impact thesis, measurement framework, 70% test |
| United StatesUS | Restricted | The cited source is recorded in the assessment. View legal reasoningSEC marketing rule; Names Rule | Substantiate impact measurement |
| CanadaCA | Restricted | The cited source is recorded in the assessment. View legal reasoningCSA guidance | Consistency |
| AustraliaAU | Restricted | The cited source is recorded in the assessment. View legal reasoningASIC | PDS accuracy |