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Abacus Green Deal

An Article 9 validated European Union Multicaps impact fund

Fonds UK – Dernier reporting

Abacus Green Deal

An Article 9 validated European Union Multicaps impact fund

Fonds UK – Dernier reporting

Fonds UK – Titre performance

YTD Performance

Fonds UK – Performance

-4.74%  Share I
-5.45%  Share R

Fonds, Nos Fonds, Accueil Gestion UK – Titre VL

N.A.V. on 11/18/2024

Fonds UK – VL

€ 1010.1 Share I
€ 98.89 Share R

Risk level

Article 9 SFDR

Committed impact management

SRI strategy

Momentum thematic

Article 9 SFDR and European Taxonomy

Abacus process DNA

Edwin Faure
Fund Manager

• Defensive criteria
• Performance criteria

• Macroeconomic
• Financial analysis
• Meetings with company
management

• In-depth ESG analysis
• Impact and sustainability analysis
• Tracking controversies

• Valuation potential
• Intrinsic risk
• Market risk

Share history

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    Management goal

    Born from a unique collaboration between Dôm Finance and Philippe Hottinguer Gestion, Abacus Green Deal is a Eurozone equity fund validated under article 9 SFDR. The fund, created with a sustainable investment objective, is composed of multi-cap companies chosen for their fundamental qualities, including business models with measurable environmental and/or social impacts. These companies are selected through a rigorous and transparent process, Abacus, in complete independence from stock market indices. This proprietary methodology allows us to target a better risk-adjusted performance. The fund is eligible for PEA. The benchmark is the Eurostoxx NR.

    Abacus Green Deal adopts a socially responsible investment (SRI) strategy and a comprehensive extra-financial strategy, with an in-depth analysis of ESG risks and impacts, greenhouse gas emissions, scope 1, 2, 3. In particular, within the investment universe, preference is given to shares of small, medium and large European companies whose activities are linked to sustainable development and the ecological and energy transition. The investment choices will favour companies in the European Union with market capitalisations of over €100 million.

    The fund implements normative and sector exclusions to avoid investing in models with high potential for negative impact and controversy. The fund adopts a “best-in-class” approach, investing in the highest rated companies in each sector. The fund adopts a significantly engaged approach with an ESG rating above its benchmark, an emissions intensity below its benchmark and an analysis coverage rate of over 90%.

    Normative and sectoral exclusions

    ESG analysis based on double materiality

    Positive impact measurement

    Best in Universe

    Analysis of greenhouse gas emissions

    Main characteristics

    The team

    Edwin Faure
    Chief Investiment Officer and Partner
    Hugo Priou
    ESG and SRI Manager, Dôm Finance (advisors)
    Jana Todorovic
    ESG PhD
    Thomas Richard
    Financial analyst
    Romain Rieul
    Financial Analyst
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    Please read the following regulatory information carefully before consulting the Philippe Hottinguer Gestion (hereafter PHG) website.