SG DNCA Actions Euro ISR

Put your savings to work by seizing the opportunities of the Euro Zone stock market.

Key points

Seize the numerous opportunities that the European stock market has to offer.

  • A portfolio management without any style bias that targets at the same time companies considered as under-valued by the portfolio manager, those considered growing and those that he considers like mature with a robust business model.

  • A team of experienced portoflio managers, speciliazed in managing European stocks.

  • An integration of the ESG criteria through a DNCA proprietary analysis model that guides the stock picking.

  • A fund that has the french SRI label thanks to a selection of securities that combines financial performance and responsible approach.

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)