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Amundi Index MSCI Europe Climate Change

Amundi Index MSCI Europe Climate Change

Instrument Profile

Short Description

Climate Change Index Funds are designed to enable investors to holistically integrate climate risk considerations in their investment process while increasing diversification through a simple, rules-based reweighting methodology.

What is the Investment Strategy?

The instrument seeks to replicate as closely as possible the performance of the MSCI Europe Climate Change index, whether the trend is rising or falling. The Index aims to reweight constituents of the MSCI Europe Index to increase its exposure to companies participating in opportunities associated with the transition to a lower carbon economy, and decrease its exposure to companies exposed to risks associated with this transition.
The index aims to incorporate additional business exclusion screens including Nuclear Weapons, Tobacco, Thermal Coal, Nuclear Power and UnconventionalOil & Gas. Additionally, companies that are not in compliance with the United Nations Global Compact principles are also excluded from the index. Only companies rated B and above are eligible for inclusion in the index. The index is finally diversified by capping issuers in the index at 10%.

Type: Equity SICAV
Geography: Developed Europe
Sector: Diversified
Benchmark: MSCI EUROPE CLIMATE CHANGE

Ongoing Charges: 0.18% (estimated)
Initial Charge: 0.50%
Investment Style: Large-Cap Blend
Fund Size (AUM): EUR 47.87M

Data by the open sources of the instrument provider. Last update: 3.12.2020

MSCI Sustainability Score

n/a

Source: MSCI Inc.
Last update: Dec 6th, 2020

Morningstar Sustainability Score

3/5

Source: Morningstar, Inc.
Last update: Dec 6th, 2020

Performance of the underlying index*

2019: 26.05%

2018: -10.57%

2017: 10.24%

*MSCI (inception of the instrument in 2020, track-record less than 6 months)

Top 10 Holdings

Company
NESTLE SA-REG
ROCHE HLDG AG-GENUSS
NOVARTIS
SCHNEIDER ELECT SE
ASML HOLDING NV
ASTRAZENECA
LVMH MOET HENNESSY
NOVO NORDISK A/S
SAP SE
VESTAS WIND SYST.A/S

Top portfolio holdings as of 3.12.2020 | Source: instrument provider.

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The information made available to you does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any security of any enterprise in any jurisdiction. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Persons is not permitted except pursuant to an exemption from registration under U.S. securities laws, which may not be available; and the availability of the information through the website does not alter or change the persons eligible to purchase the security.

All information on this page is subject to Cyan Reef Terms & Conditions. The branding materials of the financial instruments displayed on this web-page are property of the respective instrument providers. Although the information provided was collected with due care, Cyan Reef does not and may not under any circumstances be responsible for the accuracy of the information provided hereby.

All content on cyanreef.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by Cyan Reef and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.