The fund aims at providing exposure to the BNP Paribas Equity World Global Goals Strategy while securing 90% of the highest NAV (Net Asset Value) achieved during the year.

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Fund Objective:

The THEAM Quant Funds Equity Global SDG Champions Protection 90% fund aims to increase the value of its assets over the medium term by being exposed to a dynamic basket of equities listed on global developed markets, the components of which are chosen using a systematic selection method based on environmental, social and governance (ESG) criteria; contribution to the 17 United Nations Sustainable Development Goals (UN SDGs); and companies’ financial robustness.

The fund aims to provide partial and variable exposure to the Equity Global Goals strategy while securing, during a given 12-month period, 90% of the highest NAV reached since the last business day of the previous year.

Key Points:

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

• Companies involved in controversial activities (armament, tobacco, coal, etc.) are excluded, on the basis of their Moody’s ESG Solutions and/or BNP Paribas Asset Management ESG scores;
• Companies are also filtered using a best-in-class approach, focussing on metrics such as profitability, prospects and valuation. Portfolio selection is also subject to risk-control and sectoral/geographical diversification;
• The final portfolio must satisfy well defined ESG and financial robustness criteria while constituting an optimized proportion of SDG Champions, as assessed through Moody’s ESG Solutions Equitics^©, a proprietary methodology.

The fund also features a protection mechanism which secures 90% of the highest NAV reached during a given 12-month period – this protection level resets yearly at 90% of the last valuation recorded for the fund.

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