Overall indicators
10/06/2022
Overall rating | 30,02 / 100 |
Environment | 26,44 / 100 |
Social | 27,55 / 100 |
Governance | 48,69 / 100 |
Transparency of the allocation | 90 % |
Rating method
Environment | 50 % |
Social | 30 % |
Governance | 20 % |
Comparison with the index
Top 5 ESG
Funds | Environment | Social | Governance | ESG |
Fidelity Funds - Japan Advanta | 38,03 % | 49,69 % | 24,47 % | 38,82 % |
JPMorgan Funds - Pacific Equit | 33,13 % | 49,25 % | 37,09 % | 37,90 % |
Candriam Sustainable - Equity | 30,72 % | 27,91 % | 55,34 % | 34,17 % |
M&G Lux Investment Funds 1 - M | 32,63 % | 25,84 % | 59,90 % | 34,16 % |
IXIOS Gold | 18,73 % | 47,86 % | 59,14 % | 33,80 % |
Flop 5 ESG
Funds | Environment | Social | Governance | ESG |
Mandarine Funds - Mandarine Gl | 0,00 % | 0,00 % | 0,00 % | 0,00 % |
Gay-Lussac Smallcaps | 17,59 % | 11,11 % | 28,66 % | 14,00 % |
Schroder ISF Frontier Markets | 24,51 % | 27,89 % | 27,78 % | 22,84 % |
Aberdeen Standard SICAV I - As | 21,52 % | 43,55 % | 37,85 % | 27,19 % |
Franklin Templeton Investment | 25,64 % | 46,55 % | 33,39 % | 28,44 % |
Principle adverse impact
PAIs (Principle Adverse Impact) are funds that have a negative impact on the allocation. Below we present the funds that downgrade the ESG rating of the allocation :
22nd position – Mandarine Funds – Mandarine Gl
This fund is not transparent. Therefore, no rating can be assigned to it.
21st position – 21ème position – Gay-Lussac Smallcaps
This fund has an ESG rating of 14.00%. The overall rating is weakened by the Environment with a score of 17.59%, which is the worst environmental score in the allocation. The fund’s rating is also weakened by Social with a score of 11% and Governance with only 28.66%.
Key information
The allocation presented above is a typical portfolio created by Colibri AM using the Bloomberg tool.
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 allocation 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 allocation 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.