Oddo BHF Green Planet CR Cap EUR

The Compartment aims to invest in listed international equities of companies benefiting primarily from the structural trend towards ecological transition - the 'green planet' megatrend - i.e., whose business model contributes positively and significantly to alleviating the difficulties associated with climate change, particularly around the following 4 sub-themes: clean energy, energy efficiency, preservation of natural resources and sustainable mobility. An extra-financial analysis is carried out in parallel, to favor companies whose ESG (environmental, social and governance) characteristics contribute most effectively to limiting operational execution risks and encouraging sustainable practices. The portfolio will be built in 5 stages: I) the initial investment universe is made up of the MSCI ACWI NR index and multinational companies with a market capitalization of over 500 million USD, to which ESG selection criteria are applied. The application of this ESG filter will lead to the exclusion of at least 20% of the companies in the universe. This filter, which takes the form of a 'best-in-class' approach, is based on MSCI ESG research and uses the following methodology: (1) the MSCI ESG score reflects an assessment of companies' exposure to ESG-related risks and opportunities, on a rating scale ranging from CCC (lowest score) to AAA (highest score). The investment universe is limited to companies with a score of at least BB. The following criteria, for example, are analyzed: climate risk management, energy and water consumption, human capital and corporate governance. (2) The MSCI Controversy Score provides an assessment of controversies and their severity on a scale from 0 (very serious events) to 10 (no recent incidents). The investment universe is limited to companies with an MSCI ESG Controversy Score of at least 1. (3) a filter based on MSCI Business Involvement provides an analysis of companies' exposure to the following activities: alcohol, gambling, tobacco

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No