General
Name of the investment fund | Alpha Equity World ESG |
ISIN code | Part RC - FR0014008AY7 Part RD - FR0014008AZ4 Part I - FR0014008B01 |
SFDR classification | Article 8 |
Launch | 24/05/2022 |
Depository | CM-CIC |
Asset managers | Frédéric Hamm - Marc Frippiat |
Legal status | FCP |
Auditor | |
Life insurance elegibility | Yes |
Currency | Euros (€) |
Country of distribution | France |
Management goals
L’objectif de gestion d’Alpha Equity World ESG est d’avoir un impact durable sur les investissements et de diriger les encours vers des actions mondes qui font de réels efforts pour s’améliorer sur le plan environnemental et social, et dans une moindre mesure sur la gouvernance.
Sa stratégie d’investissement repose sur la réplication de la répartition sectorielle des actifs de l’indice BLOOMBERG WORLD LARGE & MID CAP via une méthodologie dite « Bottom-up ». Loin de la réplication passive des ETF, elle vise à rendre lisible et comparable un investissement tant en termes de gain ESG (réduction de plusieurs métriques polluantes) que de gains économiques (sur le long terme, les indices ESG battent les indices standards).
Fees
Minimum subscription amount | 0€ |
Management fees | Part RD : 2,05% Part RC : 2,05% Part I : 1,05% |
Entry fees | 0% 0% |
Exit fees | 0% |
Management profile
Categorisation | World equities |
Benchmark | BLOOMBERG WORLD LARGE & MID CAP |
Recommended investment period | 5 years |
Risk level | 6/7 |
Order placement
Valuation frequency | Daily |
Settlement date | T+2 |
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 fund investment 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 fund investment 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.