Candriam Sust. Equity Climate Action R Cap $

Principal assets traded:Shares of mid and large cap companies throughout the world that target to be the future leaders of climate change actions.Investment strategy:The fund seeks to achieve capital growth by investing in the principal assets traded and selecting companies involved in activities which enable the mitigation of, or the adaptation to climate change. In this context, the benchmark below will be used as investment universe.The management team makes discretionary investment choices on the basis of an economic/financial analysis process as well as on a Candriam's proprietary analysis of Environmental, Social and Governance (ESG) considerations, both indicative of risks and long-term opportunities, along with a specific screening based on climate change thematic considerations.Firstly, investment ideas are screened and scored. All The selected companies have undergone the Climate Action framework assessment and have been identified either as a provider of direct and tangible solutions to tackle climate change and/or global warming (Enabler) ; or as an energy efficiency leader (Adopter). Both Enablers and Adopters are key to drive decarbonization and/or benefit from the transition to a low-carbon economy. Secondly, each company is assessed through a financial framework according to five fundamental criteria: quality of management, business growth, competitive advantage, value creation, and financial leverage. Issuers are evaluated on the basis of an analysis of the business activities (how companies' activities address the key sustainable challenges...) and of the stakeholders (how companies manage material stakeholder issues including employees, environment...). In addition, issuers deemed to prone to controversies are also excluded.The fund's sustainable investment objective is to invest in companies and sectors presenting a significant impact on ability to mitigate climate change or adapt to its physical consequences. More specifically, the Fund aims:- T

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No