SFDR Article 8 Sustainability Related Disclosures

Summary

Reinova Energy Transition Fund I (RETF I) promotes environmental and social characteristics through investments in energy transition sectors, with a strategy of building and transforming companies to support decarbonization and sustainability. The Fund monitors progress toward its environmental and social objectives through a structured set of quantitative and qualitative indicators. These indicators include alignment of investments with specific United Nations Sustainable Development Goals (SDGs 7, 9, 11, and 13), as well as compliance with SFDR Principal Adverse Impact (PAI) metrics such as absolute greenhouse gas emissions, breaches of UN Global Compact principles (UNGC) or OECD Guidelines for Multinational Enterprises (OECD) principles, and shares of companies without formal carbon reduction initiatives. Additional measures include health and safety metrics measured by lost workdays, injuries, accidents, fatalities, or illness, and estimated avoided emissions resulting from portfolio company activities. The sustainable investments pursued by the Fund aim to contribute to environmental objectives, particularly the energy transition, decarbonization of industrial and built environments, and the adoption of sustainable technologies.

No Sustainable Investment Objective

The Fund does not have sustainable investment as its sole objective but commits to a minimum of 70% sustainable investments, mainly focused on environmental objectives.

Characteristics Promoted by the Fund

Environmental: : Supports the reduction of greenhouse gas emissions through deployment of clean electricity, decarbonization of industry and the built environment, promotion of clean fuels, and development of other sustainable solutions. Focus on critical infrastructure that enables the energy transition. Promotes carbon reduction initiatives and the achievement of avoided emissions.

Social: Promotes occupational health and safety by tracking accidents, injuries, and fatalities; strengthens business resilience; and delivers benefits to local communities. Excludes companies linked to controversial weapons, tobacco, or violations of UNGC/OECD guidelines.

Investment Strategy

The Fund invests in four target sectors: clean electricity, decarbonization of industrial/built environment, clean fuels, and other sustainability solutions. Focuses on critical infrastructure enablers of the energy transition. Creates value by building new platform companies, transforming existing businesses, and supporting their transition to lower-carbon operations and sustainable practices. Seeks to deliver attractive returns by investing for value, actively driving value creation and being disciplined about capital return once business plans are validated.

Proportion of Investments

The Fund anticipates that a minimum of 70% of its investments will qualify as sustainable investments, in line with its energy transition investment strategy.

Investment Strategy

Proportion of Investments

The Fund anticipates that a minimum of 70% of its investments will qualify as sustainable investments, in line with its energy transition investment strategy.

Monitoring of Investments

Progress towards the Fund’s environmental and social objectives is assessed annually using a combination of quantitative and qualitative indicators, including:

· Assess alignment of portfolio with UN Sustainable Development Goals (SDGs) 7 (Affordable and Clean Energy), 9 (Industry, Innovation, and Infrastructure), 11 (Sustainable Cities and Communities), and 13 (Climate Action).

· Monitor compliance with PAI indicators such as absolute and intensity-based GHG emissions, breaches of UNGC/OECD principles, and share of companies without carbon reduction initiatives.

· Support carbon reduction programs at portfolio companies.

· Track health and safety metrics such as lost workdays, injuries, accidents, fatalities, or illness.

· Assess avoided emissions resulting from portfolio company activities.

Methodologies

Reinova combines quantitative metrics (e.g., GHG emissions, avoided emissions, safety statistics) and qualitative assessments (e.g., governance, community impacts). The Fund applies a holistic sustainability due diligence process, with risk assessment tailored by sector, size, and business model. Uses the “do no significant harm” principle (DNSH) to ensure each investment complies with environmental, safety, and governance requirements. Post-investment, sustainability objectives are embedded into company monitoring and management engagement. Exclusionary criteria further ensure adherence to responsible business conduct.

Data Sources and Processing

Reinova will primarily rely on self-reported data from portfolio companies collected during due diligence and annually thereafter.

Limitations to Methodologies and data

Reinova will rely on sustainability data provided by portfolio companies, partners, and third parties, which may be incomplete, inaccurate, or unavailable. Complete coverage may not always be possible. Reinova’s management of sustainability risks will be in compliance with applicable laws and otherwise pursuit of sustainability management and opportunities shall not conflict with the Firm’s fiduciary duties or its obligations under the Limited Partnership Agreement.

Due Diligence

Reinova’s sustainability due diligence process will take a holistic approach, assessing responsible business risks in a manner tailored to each investment. Reinova evaluates the Fund’s sustainable investments for alignment with OECD/UNGC guidelines, including a DNSH assessment before and after investment.

Engagement Policies

The Fund uses PAI indicators to identify negative environmental and social impacts within its portfolio. The Fund will engage with portfolio investments when issues are detected. Sustainability objectives are integrated in ongoing monitoring processes to ensure alignment with the Fund’s environmental and social goals.

Reference Benchmark

There is no designated reference benchmark for the financial product.