BNP AM

The bank for a changing world

The fund constitutes an SRI stock-selection strategy with financial and ESG screening, and overweighting of SDG champions.

Investment Theme

SRI investing

Asset class

Equity

Style

Benchmarked

Funds Objective:

The THEAM Quant – Equity World Global Goals fund seeks to provide capital growth over the medium term by investing in a dynamic basket of equities listed on developed markets, the components of which are chosen using a systematic selection method based on environmental, social and governance (ESG) criteria; components’ contribution to the 17 UN Sustainable Development Goals (SDGs); and companies’ financial robustness.

Key points:

The monthly selection of equities using the Equity World Global Goals Strategy is made using the following approach:

  • Positive governance outlook: exclusion of companies with low ESG standards and/or involvement in controversial activities (armament, tobacco, coal, etc.);
  • Positive financial outlook: fundamental stock-picking approach to ensure financial stability, subject to a defined tracking error vs the benchmark, and diversification constraints;
  • Overweighting companies with high sustainable standards (SDG Champions): assessed by Moody’s ESG Solutions on products, practices and progression towards the achievement of UN SDGs.

Performance data and latest documents

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Investments in the aforementioned strategies are subject to market fluctuation and risks inherent in investing in securities. The value of investments and the revenue they generate can increase or decrease and it is possible that investors will not recover their initial investment. Source: BNP Paribas Asset Management Holding, registered with the Paris Registry of Commerce and Companies under number 682 001 904 as a Limited Company with share capital of 23 041 936 euros. Registered office: 1 Boulevard Haussmann, 75009 Paris. Postal address: TSA 47000/75318 PARIS CEDEX 09