SG DNCA Actions Europe 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.
5 years
Minimum recommended investment period
6 /7
Risk/return profile

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
 
  • Technology

  • Parts manufacturers

  • Materials

 
 
  • Tech industry

  • Combustion chemicals

  • Real estate

 
 
  • Banking & Insurance

  • Agro-business

  • Healthcare

 
 
  • Utilities

  • Renewable energy

 

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 EUROPE CLIMAT
Fund category Equities
Risk level 6
ISIN code FR0013535390
Eligible subscribers All subscribers
Currency EUR
NAV frequency Daily
Initial NAV 100 EUR
NAV date 2022/01/26
NAV 105,81

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