SG Echiquier Actions France Diversifié ISR

Invest in French stocks combining the search for performance and the quest for meaning.

Key points

We rely on our knowledge honed over more than 30 years of French corporations and the country’s economic landscape. We pick companies of all sizes with the aim of reconciling the search for financial, social and environmental performance, while offering a guarantee of sustainability.

  • Fund specialising in the French market, a vibrant and diversified pool of high-quality companies recognised for their ESG best practices.
  • Conviction management with committed choices: the portfolio is comprised of 40 names on average.
  • Tried and tested, resilient portfolio management strategy: LFDE has invested for more than 30 years in French corporates of all sizes.
  • Experienced four-person portfolio management team, boasting proven expertise in SRI fund management.
  • Committed approach to corporate financing, making an active contribution to the company’s sustainable development.
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)

Brochure (FR)

Transparency Code (FR)

Portfolio detail (FR)