(Boursier.com) — Sanso Smart Climate is a UCITS which aims to outperform, over a minimum horizon of five years, the MSCI World Index Euro, dividends reinvested.
Focus on climate change.
The fund implements a stock selection strategy focused on reducing the various risks associated with climate change and on the management of these risks by companies. Portfolio construction is carried out in several stages.
Within the universe, the first stage of the process implements an ESG base comprising sectoral exclusions, normative exclusions aimed at excluding companies involved in serious and repeated controversies relating to the United Nations Global Compact and an ESG selection of the Best in Class type, removing at least 20% of the starting universe.
A precise process.
The next stage of the process aims for the fund to present exposure to the various climate change-related risks identified by the Task Force on Climate Related Financial Disclosure that is significantly lower than the MSCI World and to be exposed to companies that have better management of these risks than their peers.
Characteristics close to the index.
Finally, the management makes adjustments so that the fund presents characteristics close to those of the MSCI World in terms of sectoral, regional and currency exposure, by capitalization size, to the different investment styles…
Performance.
Since its creation, the fund has achieved an average performance of +2.9% per year against +1.95% for its benchmark…
Conclusion
A fund that stands out with an attractive positioning…
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