SG DNCA Actions Euro Climat

Invest in European companies committed to combating climate change.

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.
5years
Minimum recommended investment period
6/7
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)

Communication to Shareholder (FR)

Brochure (FR)

Transparency Code (FR)

Portfolio detail (FR)