Eleva European Multi Opportunities A1 Cap EUR

The Sub-Fund is a multi-asset sub-fund which seeks to achieve a positive absolute return over the medium term, mainly through active and flexible management of: (i) equities and equity related securities of corporate issuers with their registered office in Europe, and (ii) bonds and other debt securities of private, public and semi-public issuers worldwide based, without any restrictions to respective sector exposures, denominated primarily in Euro. There is no specific constraints in term of assets allocation between the equity pocket and the debt pocket, it may vary from 0% to 100 % for each pocket. The Sub-Fund promotes a combination of ESG characteristics, integrates binding ESG criteria in its investment strategy and falls under Article 8 of SFDR. The main non-financial objective of the Sub-Fund is to invest in companies, sovereign, quasi-sovereign and supra-national issuers with good ESG practices (i.e. best in universe) or that are on an improving path regarding ESG practices (i.e. best efforts) while excluding companies that would not have a minimum absolute ESG score. From a broad universe made of all companies (all market capitalisations, all sectors) worldwide, the Sub-Fund focuses on companies meeting the following financial criterion: minimum market cap is set at 1 billion EUR unless that company has a strong balance sheet and a sufficient revenue growth. This defines the so-called initial investment universe (in order to compare the Sub-Fund with its investment universe on ESG criteria). The Sub-Fund may invest in and/or be exposed to other asset classes and in particular bonds issued by non-listed issuers. The methodology used for ESG selectivity is the following: the weighted average ESG score of the Sub-Fund long pocket has to be higher (i.e. better) than the average ESG score of its initial investment universe. Regarding the equity pocket of the Sub-Fund, the Management Company will seek to invest in companies which it considers having attractive g

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No