Groupama Euro Active Equity IC header image

Groupama Euro Active Equity IC

Fund

ISIN FR0010589275 / Valor 3825844

NAV (2025-02-06)
EUR 247.79+1.33%

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.

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Source

https://www.groupama-am.com/oth/en/institutional/products/lu0857959612

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OTHER SHARE CLASSES OF THIS FUND

Groupama Euro Active Equity ZC
Groupama Euro Active Equity ZC Groupama Euro Active Equity ZC Valor: 1669879
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.33%EUR 272.28
Groupama Euro Active Equity ND
Groupama Euro Active Equity ND Groupama Euro Active Equity ND Valor: 20960920
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.33%EUR 1,138.93
Groupama Euro Active Equity NC
Groupama Euro Active Equity NC Groupama Euro Active Equity NC Valor: 2392318
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.33%EUR 225.39
Groupama Euro Active Equity GA
Groupama Euro Active Equity GA Groupama Euro Active Equity GA
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.33%EUR 23,545.92
Groupama Euro Active Equity RC
Groupama Euro Active Equity RC Groupama Euro Active Equity RC
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.79%EUR 756.65
Groupama Euro Active Equity OAC
Groupama Euro Active Equity OAC Groupama Euro Active Equity OAC
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.35%EUR 11,778.37
Groupama Euro Active Equity OSC
Groupama Euro Active Equity OSC Groupama Euro Active Equity OSC
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.34%EUR 30,168.53