SG Blackrock Actions Euro ISR

Aims to capture the upside potential of eurozone equities while incorporating environmental, social and governance (EGS) criteria.

Key points

In our view, climate change is almost certain to accelerate significant capital reallocation, with a major impact on the valuation of risks and assets in Europe — as we see it, only companies able to adapt accordingly will come out ahead.

  • Active management based on the selection of eurozone companies, offering major diversification potential.
  • A flexible management style with no sector or market-cap bias.
  • Portfolio management applying Environmental, Social and Governance (ESG) criteria to its investment choices.
  • An experienced team of 17 portfolio managers and analysts focused exclusively on European equities.
5years
Minimum recommended investment period
6/7
Risk/return profile

Portfolio management process

 

Investment decisions incorporate financial as well as non-financial criteria. The integration of environmental, social and corporate governance (ESG) criteria in the stock-picking process is aimed at assessing each company’s ability to transform sustainable development issues into performance drivers. The mutual fund promotes environmental or social characteristics, or a combination of those characteristics, within the meaning of Article 8 of the SFDR.

Characteristics

Documents

Reports

Monthly report (FR)

Annual report (FR)

Documents

Prospectus (FR)

KIID (FR)

Brochure (FR)

Transparency Code (FR)

Portfolio detail (FR)