SG DNCA Actions Euro Climat
Key points
Finance plays a key role in fostering the climate transition and offering long-term investment opportunities.
- A strategy centred on European companies contributing to the energy transition.
- Four transition vectors to effectively combat global warming: low carbon technologies, efficiency solutions, energy producers, low carbon sectors.
- Fundamental analysis of companies based on their activities, business model and energy/environmental transition strategy.
- A responsible investor approach led by an experienced team committed to SRI and climaterelated investment themes.
Life Insurance
Ordinary Securities Account
PEA (personal equity plan)
Portfolio management process
AXE | 1 | 2 | 3 | 4 |
Title | Low-carbon technology | Efficiency solutions | Low-carbon sector | Energy producers |
Target Weight | 15 à 25% | 35 à 45% | Max 30% | 10 à 20% |
Main sectors in the model portfolio |
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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 DNCA ACTIONS EURO CLIMAT |
|---|---|
| Fund category | Equities |
| Risk level | 4 |
| ISIN code | FR0013535390 |
| Eligible subscribers | All subscribers |
| Currency | EUR |
| NAV frequency | Daily |
| Initial NAV | 100 EUR |
| NAV date | 2023/09/04 |
| NAV | 115,74 |