SG DNCA Actions Europe ISR

Give meaning when you put your savings to work by investing in high-quality European companies committed to building a sustainable future.

Key points

We firmly believe that incorporating Environmental and Social criteria in our investment decisions is a guarantee of sustainability over the long term. By identifying and extensively analysing companies committed to these challenges, we seek to identify the leaders of tomorrow.

  • Portfolio management centred on European companies rising to meet sustainable development challenges.
  • SRI portfolio management approach aimed at selecting companies with the highest non-financial criteria scores, independent of their business sector, assigned using our proprietary methodology.
  • Five sustainable development categories: Demographic Transition, Medical, Economic, Way of Life, Ecology.
  • A selection of companies combining the search for performance and sustainability, using financial and non-financial analysis criteria.
  • 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

CORPORATE SOCIAL RESPONSIBILITY

Measure Corporate Social Responsibility (CSR) to anticipate the risks and opportunities associated with companies, including in particular the company’s interactions with stakeholders: employees, suppliers, clients, local communities, shareholders, irrespective of the business sector.

DEMOGRAPHIC TRANSITION SITION

Assess the contribution to the Sustainable EconomicTransition and identify forward-looking investment themes in order to select market leaders that can meet the challenges of tomorrow. The portfolio management team firmly believes that these companies can anticipate trends on their markets, and therefore establish or maintain their strategic positioning.

SHAREHOLDER RESPONSIBILITY 

 
  • Respect for minority shareholders 
  • Independence of the Board and Committees
 

DEMOGRAPHIC TRANSITION 

ENVIRONMENTAL RESPONSIBILITY 

 
  • Environmental strategy 
  • Regulation and certification
 

MEDICAL TRANSITION 

SOCIAL RESPONSIBILITY 

 
  • Corporate culture and HR management
  • Labour relations and working conditions 
 

ECONOMIC TRANSITION 

SOCIETAL RESPONSIBILITY 

 
  • Product quality, safety and traceability
  • Supply chain management
 

LIFESTYLE TRANSITION 

 

ECOLOGICAL TRANSITION

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 ISR
Fund category Equities
Risk level 6
ISIN code FR0013535481
Eligible subscribers All subscribers
Currency EUR
NAV frequency Daily
Initial NAV 100 EUR
NAV date 2022/06/30
NAV 95,80

Documents

Reports

Monthly report (FR)

Annual report (FR)

Documents

Prospectus (FR)

KIID (FR)

Brochure (FR)

Transparency Code (FR)

Portfolio detail (FR)