SG Mirova Obligations Vertes
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.
Life Insurance
Ordinary Securities Account
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 | 4 |
| ISIN code | FR0050000456 |
| Eligible subscribers | All subscribers |
| Currency | EUR |
| NAV frequency | Daily |
| Initial NAV | 100 EUR |
| NAV date | 2023/06/02 |
| NAV | 77,98 |