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.
5 years
Minimum recommended investment period
6 /7
Risk/return profile

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 6
ISIN code FR0050000688
Eligible subscribers All subscribers
Currency EUR
NAV frequency Daily
Initial NAV 100 EUR
NAV date 2022/06/30
NAV 95,10

Documents

Reports

Monthly report (FR)

Annual report (FR)

Documents

Prospectus (FR)

KIID (FR)

Brochure (FR)

Transparency Code (FR)

Portfolio detail (FR)