BL-Equities Europe B EUR Acc

Estrategia de inversión

The fund's objective is to generate long-term capital gains by investing in high-quality European companies which have a sustainable competitive advantage and a sound ESG (environmental, social and governance) profile. It aims to achieve higher risk-adjusted returns than its benchmark universe over a full market cycle. Alongside these financial goals, impact targets have been set in terms of the portfolio’s ESG performance and these are regularly monitored. The fund manager implements an active, long-term strategy based on solid convictions.

• As active, fundamental, conviction-based approach (30 to 40 stocks), purely bottom-up and oriented towards the long term; 
• As well as valuation, constant attention is paid to the financial and ESG quality of the companies in the portfolio;
• Integration of ESG factors at different stages of the investment process (exclusions, analysis, valuation, monitoring)
• Regular review of the valuation of each stock and the average valuation of the portfolio;
• Non-benchmarked management resulting in significant deviations from the initial investment universe;
• Defined and quantifiable impact targets on environmental, social, governance and human rights aspects;
• Low turnover.