Sextant France Engagement I

funds a dynamic fund aiming to achieve a net performance superior to the Cac All Tradable Index, with dividends reinvested, through a selection of French stocks of all market capitalizations. The fund also seeks to invest in companies distinguished by their good ESG practices, using a best-in-class approach to reduce the investment universe by at least 20%, as well as supporting those with potential for improvement through an engagement strategy.

In order to meet its investment objective, funds exposed to a minimum of 60% of its net assets in French stocks of all market capitalizations, with a minimum of 10% in SMEs/ETIs, without sector constraints except for those prohibited in the fund's exclusion policy. The fund rigorously selects securities by applying an investment process that includes defining the eligible investment universe through sectoral, normative, and best-in-class screenings, conducting a multi-criteria fundamental analysis of companies, engaging in shareholder activism, performing valuation work, making investment decisions, and conducting ESG portfolio quality control.

Investors should be aware that the Cac All Tradable Index with dividends reinvested does not reflect the fund's investment objective. The fund's discretionary management style means that the portfolio composition will not seek to replicate the geographical or sectoral composition of the benchmark index. However, the Cac All Tradable Index with dividends reinvested may be used as a performance indicator retrospectively.

https://www.amiralgestion.com/en/sextant-france-engagement