Dorval AM launches a climate transition fund

Dorval AM transforms Dorval Manageurs Euro (Isin code: FR0013334380) in Dorval European Climate Initiative, a fund eligible for the PEA with the aim of beating the Euro Stoxx Total Market Paris Aligned Benchmark Net Return index, representative of equities in the euro zone thanks to an investment philosophy based on four principles: selection of companies, mainly from the euro zone, of all capitalizations which increase their investments to achieve carbon neutrality; value choices that reconcile financial management and climate emergency; aligning the interests of all stakeholders; the transition to a lucid and virtuous economic system. This fund thus enables savers to access the growth potential of European companies that offer solutions to environmental and climate issues and to contribute to their development.

The selected firms produce goods and services whose purpose is the protection of the environment or the management of natural resources. They fall under the following sectors: agriculture and forestry; industry; circular economy; adaptation; building ; energy; transport; information and communication technologies. 70% of the issuer’s final score, a criterion that defines the maximum weight of the value within the portfolio, is determined on the basis of ESG criteria. The portfolio is made up of 46 companies, for example with Schneider Electric or the Dutch company Arcadis, international leader in sustainable solutions in design, engineering and consultancy for the natural and built environment.

Maximum entry fee: 2%; annual management fees: 1.6% + 20% of the outperformance compared to the benchmark; share value: 90 euros.

The notice to invest

From a long-term perspective, Dorval European Climate Initiative could be satisfactory, because the themes selected are promising and many investors favor values ​​that promote climate transition.