Claims assessment · Fund naming claim

Impact fund

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	Sustainable Finance Disclosure Regulation (SFDR)Official text View legal reasoning SFDR 2.0 proposal COM(2025)633 introduces 'impact' category; current: SFDR Art 9 logic	Measurable impact intentionality; Dictionary termContributionA substantiated causal role played by an intervention within a wider set of influences, supported by a credible theory of change and evidence that expected mechanisms operated.Read the full definition evidence
United KingdomUK	Restricted	FCA Sustainability Disclosure Requirements & investment labels (SDR)Official text View legal reasoning FCA SDR 'Sustainable Impact' label — pre-defined measurable positive impact; contribution theory	Impact thesis, measurement framework, 70% test
United StatesUS	Restricted	A direct source link has not yet been added for this assessment. View legal reasoning SEC marketing rule; Names Rule	Substantiate impact measurement
CanadaCA	Restricted	A direct source link has not yet been added for this assessment. View legal reasoning CSA guidance	Consistency
AustraliaAU	Restricted	A direct source link has not yet been added for this assessment. View legal reasoning ASIC	PDS Dictionary termAccuracyA core quality principle for emissions and sustainability data: reported values should be systematically neither over- nor understated, with uncertainty reduced as far as practicable.Read the full definition

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