SG DNCA Actions Euro ISR
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.
Portfolio management process
|Initial Investment Universe (approx. 2000 stocks)||Stocks of the Euro Zone of all capitalizations|
1. Responsibility Filter
|Exclusion of securities that have a risk of controversy or corporate responsibility|
Sectoral exclusions: Controversial weapons, thermal coal, tobacco, non-sustainable-certified palm oil, United Nations Global Compact offenders
2. Internal Analysis
|Financial fundamental analysis|
Extra-financial fundamental analysis based on the DNCA proprietary model
Analysis of the macroeconomic environment
3. Stock Picking
|Selection of securities in the portfolio according to our fundamental analysis and the valuation criteria|
Favor the securities that may evolve and for which the positive revaluation potential seems under-estimated by the market
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.
|Funds||SG DNCA ACTIONS EURO ISR|
|Eligible subscribers||All subscribers|
|Initial NAV||100 EUR|