Rating method
Calcul du fonds Alpha Equity World ESG : les notes de chaque société sont calculées en fonction de leur secteur d’activité (pour en savoir plus sur la pondération de calcul de chaque secteur : pondération par secteur d’activité). La note globale est pondérée en fonction de chaque société dans le fonds Alpha Equity World ESG.
Calcul de l’indice de référence Bloomberg World Large & Mid Cap : le calcul de l’indice est equi-pondéré sur les valeurs qui publient une information ESG. En 2021, 2900 valeurs de l’indice ont publié des données ESG, et à cela nous enlevons 20% des moins bonnes notes.
Source des données ESG : notation interne
WEIGHTING OF THE SCORE
Environment | 50 % |
Social | 30 % |
Governance | 20 % |
ESG evolution over 8 years
OVERALL INDICATORS
Overall rating | 50.60 / 100 |
Environment | 48.38 / 100 |
Social | 44.12 / 100 |
Governance | 63.87 / 100 |
Coverage rate | 100 % |
Key information
The information presented above does not constitute either a contractual element or an investment advice. Past performance is not a reliable indicator of future performance. Management fees are included in the performance. Access to the products and services presented here may be subject to restrictions for certain persons or countries. Tax treatment depends on individual circumstances.
This investment fund promotes environmental, social and governance (ESG) criteria within the meaning of Article 8 of Regulation (EU) 2019/2088 on sustainability reporting in the financial services sector (the so-called “SFDR Regulation”). It does not aim to be a sustainable investment. It may invest partially in assets with a sustainable objective, for example as defined by the EU classification.
This investment fund is subject to sustainability risks as defined in Article 2(22) of the Regulation (EU) 2019/2088 on sustainability reporting in the financial services sector (the “SFDR Regulation”), by an environmental, social or governance event or condition which, if it occurs, could result in an actual or potential negative impact on the value of the investment.