Alpha Equity World ESG

World equities

SFDR classification – Article 8

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

Positive impact companies in the fund

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

Share

Sector

Weight

ESG rating 2021

ALPHABET

Communication

2,02%

92,36%

L'OCCITANE INTERNATIONAL

Consumer staples

2,43%

91,14%

SAMSUNG ELECTRONICS

Information technology

3,69%

89,23%

LONDON STOCK EXCHANGE

Finance

2,62%

87,19%

ASTRAZENECA

Heathcare

2,56%

86,37%

T-MOBILE US

Communication

2,43%

84,82%

HKT TRUST AND HKT

Communication

2,58%

84,81%

DELL TECHNOLOGIES

Information technology

2,99%

80,52%

NEWMONT CORP

Materials

2,37%

78,37%

ASML HOLDING NV

Information technology

1,47%

76,34%

Data source : Bloomberg
ESG rating calculation: internal tool

Environmental data on positive impact companies¹ :

Chart by Visualizer

¹Analysis on the 19 positive impact companies reported on this page

Data source : Bloomberg

Below we present the ten companies with the strongest ESG trend over eight years :

Share

Sector

Weight

8-year trend

DECKERS OUTDOOR

Consumer discretionary

2,25%

+ 85,71%

TELEPERFORMANCE

Industry

2,93%

+ 81,55%

DOLLAR GENERAL

Consumer discretionary

2,30%

+81,46%

TAKE-TWO INTERACTIVE SOFTWARE

Communication

2,25%

+79,78%

SVB FINANCIAL GROUP

Finance

3,22%

+77,89%

ALIMENTATION COUCHE-TARD

Consumer staples

1,74%

+75,27%

BONHEUR ASA

Industry

2,00%

+70,76%

GREEN PLAINS

Energy

3,70%

+61,71%

STEADFAST GROUP

Finance

2,37%

+55,21%

T-MOBILE US

Communication

2,43%

+52,04%

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.