BFT Aureus ISR P EUR

By subscribing to BFT AUREUS ISR, you are investing in money market instruments and debt securities (bonds, Treasury bills etc.) with a maximum maturity of two years. The management objective of the Fund is to outperform, net of charges, over the recommended investment horizon, the capitalised €STR, an index representing the Eurozone money market rate, while incorporating ESG criteria into the Fund's security analysis and selection criteria. However, in certain market situations such as widespread negative rates of return on the money market, the Fund's net asset value may experience a structural decline and its performance, net of charges, may be less than that of the capitalised €STR. The fund incorporates ESG (environment, social and governance) criteria into the analysis and selection of securities, in addition to financial criteria (liquidity, maturity, profitability and quality). 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 investment universe consists of the securities listed in the following indices, weighted in order to assess the inclusion of non-financial criteria as follows: 75% ICE BofA 1-3 year Euro Financial + 25% ICE BofA 1-3 year Euro Non-Financial. In addition, the Fund implements an SRI strategy based on a combination of approaches: Exclusion approach: - normative exclusions that apply to all management companies (controversial weapons, businesses that severely and repeatedly violate one or more of the ten principles of the United Nations Global Compact); - Amundi Group sector exclusions for fossil fuels (e.g.: coal, unconventional hydrocarbons), tobacco and weapons (e.g.: nuclear weapons, depleted uranium weapons); details of the Group's Responsible Investment Policy are available on www.bft-im.fr; - exclusions of issuers rated F and G on purchase; - exclusions of companies related to activi

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No