Claims assessment · Fund naming claim
Dictionary termESG fundAn investment fund that applies ESG criteria in its strategy — classified in the EU under SFDR Article 6, 8 or 9.Read the full definition
Typical treatment across 5 reviewed regimes. Every verdict below is tied to a stated legal hook.
Market comparison
How this claim is typically treated
5 reviewed markets · one comparison
| Market | Typical treatment | Legal basis | What is required |
|---|---|---|---|
| European UnionEU | Restricted | View legal reasoningESMA names guidelines — 'ESG' is a sustainability-related term; 80% + exclusions | Same evidence as F01 |
| United KingdomUK | Restricted | View legal reasoningFCA naming rules — 'ESG' gated from Dec 2024 | Label or unnamed-product conditions |
| United StatesUS | Restricted | A direct source link has not yet been added for this assessment. View legal reasoningSEC Names Rule 80% policy (compliance 2025-26) | Policy implementation + quarterly checks |
| CanadaCA | Restricted | A direct source link has not yet been added for this assessment. View legal reasoningCSA guidance | Consistency |
| AustraliaAU | Restricted | A direct source link has not yet been added for this assessment. View legal reasoningASIC INFO 271 | Disclosure consistency |
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