SG Blackrock Obligations Euro ISR

Fund a responsible economy

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 companies practising sustainable business offer a guarantee of stability and resilience over the long term.

  • A fund seeking regular returns by investing predominantly in EUR-denominated bonds.
  • A core portfolio strategy favouring high-quality government and corporate bonds.
  • Bond-picking that combines the search for performance and sustainability, using financial and non-financial criteria (Environmental, Social and Governance), while also aiming to minimise corporate default risk.
  • An experienced team made up 14 portfolio managers and analysts with an average of 12 years’ experience.
3 years
Minimum recommended investment period
3 /7
Risk/return profile

Portfolio management process

                                   Fundamental analysis of issuers 
                     
                                              Macroeconomic views  PORTFOLIO  Intrinsic value and relative value     
                     
                         ESG Rating

 

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 OBLIGATIONS EURO ISR
Fund category Bonds
Risk level 3
ISIN code FR0050000423
Eligible subscribers All subscribers
Currency EUR
NAV frequency Daily
Initial NAV 100 EUR
NAV date 2022/01/26
NAV 95,44

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