SG Mirova Obligations Vertes

Help finance the energy and environmental transition by investing in green bonds.

Key points

Investors have a vital role to play in meeting environmental and social challenges: building the value of their savings by investing in green bonds, used to fund the energy and environmental transition.

  • A fund invested in green bonds to finance the energy and environmental transition.
  • A fund combining responsible and environmentally friendly investment.
  • A search for financial performance and positive impact through a close collaboration with Mirova’s ESG Research team.
  • A management process combining the expertise of portfolio managers and Mirova’s ESG Research team.
3 years
Minimum recommended investment period
3 /7
Risk/return profile

Portfolio management process

Analysis

Investment Universe

ESG Qualitative: What ESG opportunities will we invest in?

ESG Universe

Credit analysis: What risks do we incur when we invest in these opportunities?

Sustainable investment universe

Valuation: What return do we offer our client?

Macro and market analysis: What are our market views?

Buy list + Macro and market analysis

= Model portfolio

 

Investment decisions integrating a responsible and sustainable approach through solutions aimed at fostering the environmental transition. To that end, stock picking is based on both financial and non-financial analysis criteria, incorporating ESG (Environmental, Social, Governance) aspects. The mutual fund has sustainable investment as its objective, within the meaning of Article 9 of the SFDR.

Characteristics

 

 

 

 

 

 

Funds SG MIROVA ACTIONS OBLIGATIONS VERTES
Fund category Bonds
Risk level 3
ISIN code FR0050000456
Eligible subscribers All subscribers
Currency EUR
NAV frequency Daily
Initial NAV 100 EUR
NAV date 2022/01/26
NAV 94,77

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