Amundi Actions USA Responsable I Cap EUR

By subscribing to AMUNDI ACTIONS USA RESPONSABLE, you are investing in securities of US companies selected based on sustainable development criteria. The management objective is, over five years, to equal or outperform its benchmark, the S&P500 (expressed in dollars - dividends reinvested), representative of the main market capitalisation of US companies, after taking ongoing charges into account, while incorporating ESG criteria into the selection process and analysis of the Fund's securities. To achieve this, the management team focuses its portfolio on the shares of listed US companies. As such, it is based on a financial analysis combined with a non-financial analysis based on ESG (environmental, social and governance) criteria. For example, ESG criteria includes energy consumption and greenhouse gas emissions for the environmental dimension, human rights, health or safety for the social dimension, or remuneration policy and overall ethics for the governance dimension. The non-financial analysis results in an ESG rating for each issuer on a scale ranging from A (highest rating) to G (lowest rating). At least 90% of securities in the portfolio have an ESG rating. The Fund implements an SRI strategy based on a combination of approaches: 'rating improvement' approach: the portfolio's average ESG rating must be higher than the ESG rating of the investment universe after eliminating at least 25% of the lowest-rated securities. (From 01/01/2026, this percentage of lowest-rated securities will increase to 30%). normative and sectoral exclusion approach: exclusions of controversial weapons, companies that seriously and repeatedly violate one or more of the ten principles of the United Nations Global Compact and sectoral exclusions on coal and tobacco in accordance with Amundi's current exclusion policy. These issuers are rated G. Best-in-Class, which aims to favour the leading issuers in their sector of activity according to ESG criteria identified by the management

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No