SG Blackrock Actions Euro ISR
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.
Life Insurance
Ordinary Securities Account
PEA (personal equity plan)
Portfolio management process
Phase | Investment Universe | Number of instruments |
Phase 1 : ESG Filter : Exclusion | - Exclusion Eurozone equities (min. 90%) | (+/ -) 250 |
Phase 2 : Financial and ESG analysis | - Of controversial sectors - Of companies having an ESG score < BB (Based on the MSCI Notation) - Of companies generating the highest CO2 emissions | (+/ -) 190 |
Phase 3 : Portfolio construction | - Modeling et valuation - Selection of ESG leaders in their sectors | (+/ -)90 |
Phase 4 : Portfolio | - Calibration of positions - Diversifications of risks | Between 30 and 50 |
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
| Funds | SG BLACKROCK ACTIONS EURO ISR |
|---|---|
| Fund category | Equities |
| Risk level | 5 |
| ISIN code | FR0050000688 |
| Eligible subscribers | All subscribers |
| Currency | EUR |
| NAV frequency | Daily |
| Initial NAV | 100 EUR |
| NAV date | 2023/06/02 |
| NAV | 117,23 |