Groupama Euro Active Equity IC
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General Objective
The fund aims to achieve a performance superior to that of its benchmark index, the MSCI EMU closing (net dividends reinvested). This objective will be implemented through a management approach that respects environmental, social, and governance (ESG) criteria to enhance the sustainability of companies through an analysis of their ESG qualities.
Fund Exposure
The fund primarily invests in equities of companies from the Eurozone, with a minimum exposure of 75% of its net assets to equity risk. The investment universe consists of Eurozone companies with a quantitative ESG rating calculated according to a methodology established by Groupama Asset Management. The fund's management seeks to add value through a combination of "Top Down" and "Bottom Up" strategies, integrating ESG criteria.
Risks
The main risk associated with the fund is the quality of available ESG information, as data is not yet standardized. To address this limitation, the analysis focuses on the most material issues facing sectors and companies. Additionally, the fund may hold up to 10% of its net assets in shares of French or European UCITS to diversify the portfolio.