SG Blackrock Flexible ISR

A flexible strategy targeting responsibility and resilience over the long term.

Key points

By incorporating Environmental, Social and Governance criteria, we round out our traditional financial approach to conduct an in-depth analysis of the risks and opportunities associated with each company. We firmly believe that the sustainable approach is a guarantee of stability and resilience over the long term.

  • A core portfolio strategy combining the search for performance and responsibility.
  • Flexible management, adaptable to different market configurations.
  • Access to a wide range of asset classes and investment themes around the world for greater diversification.
  • A fund tailored to investors looking for moderate returns, with limited tolerance for market fluctuations.
  • An experienced team made up 17 portfolio managers and analysts with an average of 13 years’ experience.
3years
Minimum recommended investment period
3/7
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)