CPR Invest B&W Climate Target 2028 II W2 Dis EUR

The investment objective is to achieve income and capital appreciation over the recommended holding period (at least 5 years) by building a "buy and watch" diversi?ed credit portfolio consisting of best-positioned companies to tackle climate change, while integrating Environmental, Social and Governance (ESG) criteria in the investment process. To achieve this, the Compartment aims to select securities of companies that are most virtuous according to CDP's assessment standards. The investment universe is made up at least 90% of companies with a CDP score. At least 90% of portfolio securities are rated by the CDP and have an ESG score. The Management Company integrates a sustainable approach by excluding companies based on the following : - worst overall ESG scores; - worst Environment scores; - high ESG controversies; The Compartment as a binding element aims to have a higher ESG score of its portfolio greater than that of the Reference Index. In addition, while the Compartment excludes companies deemed not compatible with the objective of the Paris Climate Agreement to limit global warming bonds, however, it can invest in these companies when they issue green, social and sustainability bonds. provided that the projects financed by those issuers are aligned with the above-mentioned exclusions. As an exception to this, the exclusion of companies found in violation of the UNGC principles or the OECD Guidelines for Multinational Enterprises will be applied at the level of the issuers. The Compartment is mainly invested in Euro and US dollar-denominated bonds (including green bonds) issued by public (government, supranational, local/international public bodies) and private issuers. The Compartment invests at least 50% in securities rated "Investment Grade". The Compartment can be invested up to 50% of its assets in securities rated "Speculative Grade". The Compartment's investments may include, but are not limited to, subordinated bonds,

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No