Innovative strategy that takes long positions on a diversified basket composed of liquid world developed markets equities that incorporate high ESG standards and meet strong financial robustness criteria.
The Equity Global SDG Champions Protection 90% aims to increase the value of its assets over the medium term by being exposed to a dynamic basket of equities listed on world developed markets, the components of which are chosen using a systematic selection method based on i) environmental, social and governance (ESG) criteria, ii) contribution to the 17 Sustainable Development Goals (the SDGs) adopted on 25 September 2015 by the United Nations General Assembly and especially designed to end poverty, protect the planet and reduce inequality, and iii) companies financial robustness. In addition, the fund benefits from a protection mechanism from the Guarantor whereby, on each Valuation Day, the Net Asset Value per Share of each Class is at least 90% of the Reference Net Asset Value per Share of the Class.
The fund is partially exposed to the Equity Global Goals Strategy and benefits from a protection feature, which aims to secure 90% of the maximum value reached by the Fund over a year until the end of the following month of June. The protection level is then reset every beginning of July, at 90% of the last valuation recorded for the Fund.
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