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.
3years
Minimum recommended investment period
3/7
Risk/return profile

 

 

Life Insurance
Ordinary Securities Account

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)