Article 8 fund inflows rebound, Article 9 outflows persist: Morningstar

Article 8 Fund Inflows Rebound, Article 9 Outflows Persist: Morningstar

Capital flows into Article 8 funds increased, aligning with overall market trends, while Article 9 funds continued to face net redemptions, according to Morningstar data.

EU Sustainable Finance Disclosure Regulation Overview

The EU classifies funds under Sustainable Finance Disclosure Regulation (SFDR) into Articles 6, 8, and 9 based on sustainability integration:

2025 Q3 Capital Flows Analysis

"Capital flows into Article 8 funds increased in line with overall market trends, while Article 9 funds continued to experience net redemptions, according to Morningstar’s data."

Morningstar’s data highlights a rebound in Article 8 fund inflows despite persistent outflows from Article 9 funds, reflecting ongoing investor preferences in sustainable finance.

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Funds Europe Funds Europe — 2025-11-03

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