OVERALL INDICATORS
10/06/2022
Overall rating | 33,28 / 100 |
Environment | 30,45 / 100 |
Social | 22,90 / 100 |
Governance | 55,93 / 100 |
Transparency of the allocation | 100 % |
Rating method
Environment | 50 % |
Social | 30 % |
Governance | 20 % |
COMPARISON WITH THE INDEX
Top 5 ESG
Funds | Environment | Social | Governance | ESG |
Mirova Funds - Mirova Global S | 33,30 % | 24,56 % | 59,29 % | 35,87 % |
Amundi - Amundi Actions USA IS | 31,54 % | 23,37 % | 64,19 % | 35,45 % |
Tocqueville Silver Age ISR | 34,15 % | 24,54 % | 54,99 % | 35,28 % |
Allianz Global Investors Fund | 32,58 % | 24,32 % | 57,75 % | 34,87 % |
M&G Lux Investment Funds 1 - M | 32,63 % | 25,84 % | 59,90 % | 34,16 % |
Flop 5 ESG
Funds | Environment | Social | Governance | ESG |
BNP Paribas Actions PME ETI | 24,43 % | 24,60 % | 39,18 % | 25,59 % |
DNCA Invest - Norden Europe | 29,11 % | 16,08% | 46,77 % | 28,40 % |
BNP Paribas Funds Climate Impa | 29,33 % | 22,49 % | 55,68 % | 32,23 % |
BNP Paribas Funds - Sustainabl | 28,25 % | 20,42 % | 62,57 % | 32,56 % |
BNP Paribas Aqua | 29,40 % | 23,26 % | 56,20 % | 32,77 % |
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 :
10th position – BNP Paribas Actions PME ETI
This fund has a lower ESG rating of 25.59% (compared to 29.27% in 2020). The rating is weakened by the Environment at 24.60% (compared to 25.75% in 2020). The Social and Governance ratings are relatively low, at 24.60% and 39.18% respectively.
9th position – DNCA Invest – Norden Europe
This fund has a lower ESG rating of 28.40% (compared to 30.54% in 2020). The rating is weakened by the Environment, with a score of 29.11%. The social and governance ratings are relatively low (16.08% and 46.77% respectively).
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.