ELEVA Euroland Selection Fd R EUR

The Sub-Fund seeks to achieve superior long-term risk adjusted returns and capital growth by investing predominantly in European equities and equity related securities denominated primarily in Euro. The Sub-Fund is eligible to the French PEA (Plan d?Epargne en Actions). The Sub-Fund promotes a combination of environmental, social and governance characteristics and, while it does not have as its objective a sustainable investment, it will have a minimum proportion of 30% of sustainable investments. It is a product falling under Article 8 of SFDR which integrates binding ESG criteria in its investment management process. The main non-financial objective of the Sub-Fund is to invest in companies with good ESG practices (i.e. best in universe) or companies 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 (40/100). The Sub-Fund also seeks to help companies to improve their ESG practices by engaging in dialogue with them on a regular basis and by sharing with them areas of improvement on specific ESG topics. From a broad investment universe predominantly made of all companies (all market capitalisations, all sectors) with their registered office in Europe (i.e. European Economic Area, UK, Switzerland), the Sub-Fund focuses on companies meeting the following financial criteria: (i) liquidity, measured through daily liquidity for each company; and (ii) minimum market cap is set at 5 billion euros unless that company has a strong balance sheet and a sufficient revenue growth. These criteria define the so-called initial investment universe (for the needs of the calculation of ESG selectivity) and is made of circa 800 companies. This initial investment universe may include non-European issuers belonging to the OECD. The Sub-Fund?s investment process counts 3 steps (detailed in the precontractual document as per SFDR) being based on a combination of non-financial and financial cr

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No