Alpha Equity World ESG

World equities

SFDR classification – Article 8

Part RC – FR0014008AY7
Part RD – FR0014008AZ4
Part I – FR0014008B01

Negative impact companies in the fund

Below are the ten companies with the lowest ESG rating in 2021:

Share

Sector

Weight

ESG rating 2021

CORCEPT THERAPEUTICS

Healthcare

1,60%

7,50%

NICKEL INDUSTRIES

Materials

2,12%

10,28%

BONHEUR ASA

Industry

2,00%

10,50%

BECLE

Consumer staples

1,73%

13,64%

MALIBU BOATS

Consumer discretionary

2,06%

13,88%

UFP INDUSTRIES

Industry

3,13%

14,22%

MOLINA HEALTHCARE

Healthcare

3,39%

15,61%

DARLING INGREDIENTS

Consumer staples

1,86%

21,77%

HORIZON THERAPEUTICS

Healthcare

1,71%

22,32%

GREEN PLAINS

Energy

3,70%

25,54%

Data source : Bloomberg
ESG rating calculation: internal tool

Environmental data on companies with a negative impact¹ :

Chart by Visualizer

¹Analysis on the 18 negative impact companies reported on this page
Data source : Bloomberg

Below are the ten companies with the lowest ESG trend over eight years :

Share

Sector

Weight

8-year trend

CORCEPT THERAPEUTICS

Healthcare

1,60%

-7,60%

ASTRAZENECA

Healthcare

2,56%

-5,40%

NEXTERA ENERGY

Utilities

3,40%

-3,45%

MOLINA HEALTHCARE

Healthcare

3,39%

+0,13%

AMN HEALTHCARE

Healthcare

3,41%

+0,76%

SAMSUNG ELECTRONICS

Information technology

3,69%

+1,12%

L'OCCITANE

Consumer staples

2,43%

+1,68%

ASML HOLDING

Information technology

1,47%

+2,45%

BECLE

Consumer staples

1,73%

+3,45%

CAPGEMINI

Information technology

1,82%

+3,92%

Data source : Bloomberg
ESG rating calculation: internal tool

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.