Europe Carbon Offset Plan Fund Enhances its Investment Process on 2nd Anniversary

2021/03/16
Written by theamquant
Equities Fixed Income SRI

Europe Carbon Offset Plan Fund Enhances its Investment Process on 2nd Anniversary

16 March 2021

THEAM Quant Europe Climate Carbon Offset Plan, our European carbon offset fund, who’s current aim is to generate returns from the exposure to listed companies with robust ESG standards and a focus on the ones with the strongest Energy Transition strategy, has enhanced its methodology.

Furthermore, the THEAM Quant – Europe Carbon Offset Plan fund celebrated its 2 years, demonstrating a solid performance since its inception and, more specifically, a strong performance for the month of February too.

Read more about the new enhanced investment process and about the fund’s performance by clicking the preview below.

STRATEGY REMINDER

  • Filters companies based on their ESG standards, Energy Transition score and now also on their financial outlook.
  • Compared to the initial investment universe, the underlying strategy Europe Climate Care should have a carbon footprint reduced by at least 50% and the highest Energy Transition score possible, now at least 10% higher than the benchmark portfolio1, while respecting the other portfolio criteria (such as liquidity; sector diversification close to benchmark). The maximum weight of each company, previously capped at 1%, is now the maximum between 1% and the market cap weight of the company.
  • The Fund aims to offset the remaining carbon footprint generated by the underlying strategy, through the use of “VER” (Verified Emission Reduction) certificates linked to the Kasigau REDD+ Project of Wildlife Works.

For more information, do not hesitate to contact us.

The investments in the funds are subject to market fluctuations and the risks inherent in investments in securities. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay, the funds described being at risk of capital loss.

For a complete description and definition of risks, please consult the last available prospectus and KIID of the funds.

BNP PARIBAS ASSET MANAGEMENT France, “the investment management company,” is a simplified joint stock company with its registered office at 1 boulevard Haussmann 75009 Paris, France, RCS Paris 319 378 832, registered with the “Autorité des marchés financiers” under number GP 96002.

This material is issued and has been prepared by the investment management company. It contains opinions and statistical data that are considered lawful and correct on the day of their publication according to the economic and financial environment at the time. This document does not constitute investment advice or form part of an offer or invitation to subscribe for or to purchase any financial instrument(s) nor shall it or any part of it form the basis of any contract or commitment whatsoever.

This document is provided without knowledge of an investors’ situation. Prior to any subscription, investors should verify in which countries the financial instruments referred to in this document refers are registered and authorised for public sale. In particular financial instruments cannot be offered or sold publicly in the United States. Investors considering subscriptions should read carefully the most recent prospectus and Key Investor Information Document (KIID) agreed by the regulatory authority, available on the website. Investors are invited to consult the most recent financial reports, which are also available on the website. Investors should consult their own legal and tax advisors prior to investing. Given the economic and market risks, there can be no assurance that the financial instrument(s) will achieve its investment objectives. Their value can decrease as well as increase. In particular, changes in currency exchange rates may affect the value of an investment. Performance is shown net of management fees and is calculated using global returns with time factored in, with net dividends and reinvested interest, and does not include subscription-redemption fees, exchange rate fees or tax. Past performance is not a guarantee of future results.

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