SG Blackrock Flexible ISR
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.
Life Insurance
Ordinary Securities Account
Portfolio management process
Phases | Investment Universe |
Phase 1: Strategic and tactical asset allocation | Asset, Class, Country Sector Asset, class, Country Sector |
Phase 2 : Selection of investments | Asset/ Index, Theme, ESG Profile Asset/index, Theme, ESG profile |
Phase 3 : Portfolio construction and risk management | Level of conviction for instruments, Level of risk associated with instrumentsLevel of conviction for instruments, Level of risk associated with instruments |
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 FLEXIBLE ISR |
|---|---|
| Fund category | Diversified |
| Risk level | 3 |
| ISIN code | FR00140009Z9 |
| Eligible subscribers | All subscribers |
| Currency | EUR |
| NAV frequency | Daily |
| Initial NAV | 100 EUR |
| NAV date | 2023/09/04 |
| NAV | 89,92 |