DNCA Invest Sustain Climate I Cap EUR

The Product seeks to outperform of the following index denominated in Euro: Euro Stoxx NR (Bloomberg ticker: SXXT Index) calculated with dividends net of withholding taxes reinvested, over the recommend investment term. Investors' attention is drawn to the fact that the management style is discretionary and integrates environmental, social / societal and governance (ESG) criteria. The investment strategy is based on a climate strategy which combines the classic requirements of risk and financial return with the low carbon transition requirements in line with the Paris Agreement as signed on 22 April 2016 (the "Paris Agreement"). The Product has as its objective sustainable investment within the meaning of Article 9 of SFDR. The investment process take into account internal scoring based on an extra-financial analysis through a proprietary rating model (ABA, Above & Beyond Analysis) developed internally by DNCA. The risk exists that the models used to make these investment decisions do not perform the tasks they were designed to. The use of the proprietary tool relies on the experience, relationships and expertise of DNCA with the "best in universe" method. There may be a sector bias. The Product will proceed to the extra-financial analysis on at least 90% of its securities, while excluding 30% of the worst issuers from its investment universe. The Product aims to align the economy on a path of at least 2 degrees. This objective is materialized by an average decrease of the portfolio carbon intensity of at least 2,5% each year by comparing the carbon intensity of each consolidated company in the Product with the carbon intensity of the previous year. In addition, the investment strategy is oriented towards a contributive economy to the climate issues resulting in avoided CO2 emissions greater than the induced CO2 emissions (scope 1 and 2). In addition, the management style proposed aims to achieve to climate objectives of the Paris Agreement, combined with an app

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No