Global EquitiesAll Caps
- Horizon d'investissement
Longer than 5 years
- Performance 5 ans
M Climate Solutions is a global equity thematic fund, targeting European, American and Asian companies of all capitalizations that are effectively involved and can generate a real impact in the ecology and energy transition for climate change.
The fund's investment management strategy relies on a proprietary and dynamic process: the ESG-inclusive Climate Solutions investment process.
In 2020, M Climate Solutions posted a performance of +72.0%. Since inception, the fund has achieved +81.3%. (Inception date: Nov. 14, 2019) (C share).
M Climate Solutions holds the Greenfin label, created by the French Ministry of Ecological Transition and Solidarity, and the Belgian Towards Sustainability label, developed at the initiative of Febelfin.
Find out about the other SRI solutions developed by Montpensier Finance
Large and mid-cap equity fund, Euro zone, which holds the SRI label and the Towards Sustainability label.
European large and mid-cap equity fund, which holds the SRI label.
Small and mid-cap equity fund, Euro zone, which holds the SRI label.
M Climate Solutions : Convictions & Objectives
An investment in the future to contribute to the implementation of climate solutions.
In the face of the major threats to the climate, we are convinced that there are 3 majors transition vectors in which to invest:
- Responsible Energy,
- Preservation of land capital,
- Efficient transport
We select companies that are actively committed to reducing climate impact.
Before any investment, PLEASE CAREFULLY READ THE KIID AND PROSPECTUS OF THE UCITS.
In the face of ever-increasing threats to the environment, we aim to select international companies actively engaged in reducing climate impact.
We are convinced that there are 3 major transition drivers in which it is essential to invest:
The objective is to continuously seek out companies that contribute fully to the climate transition.
The fund's management strategy follows a two-pronged approach to identifying values :
Intensity of the "green share" of the portfolio
The green share of the portfolio is measured by estimating the share of turnover linked to the 8 eco-activities.
The objective of the fund is to participate in the evolution of international equity markets by investing primarily in companies whose initiatives or solutions contribute directly or indirectly to the reduction of the impacts of climate change, or in companies whose part of the activity concerns developments and developments related to the theme of energy and climate transition. The fund will position itself on the world markets and will invest mainly in equities and related instruments to a minimum of 75%, through discretionary Bottom Up management focusing on the search for intrinsic quality of securities.
Risk of loss of capital : the fund does not offer any guarantee of performance nor capital.
Risk associated with discretionary investment management : risk that the fund is not always invested in the best-performing equities.
Equity risk : equity markets may vary sharply, and drop significantly in particular. Furthermore, the fund may invest up to 40% of net assets in small-caps, which may present additional risks due to their specific characteristics.
Other risks : small caps risk, emerging equities risk, derivatives market risk, interest rate risk, credit risk, default risk, foreign exchange market risk, liquidity risk.
Risks are detailed in the prospectus.
|Date de création||2 July 2019|
|Forme juridique||UCITS IV French-law compliant SICAV|
|Classement AMF||Global Equities|
|OPCVM éligible au PEA||Non|
|Codes ISIN||FR0013446812 (M Climate Solutions C), FR0013476678 (M Climate Solutions R)|
|Frais||Refer to the prospectus and each fund share's KIID in the "download documents" box above.|
|Société de gestion||Montpensier Finance|
|Dépositaire||Caceis Bank France|
|Valorisation||Daily (Caceis Fund Admin)|
|Cut-off||Refer to the prospectus and contact the banking institution that handled the order.|
|Durée de placement recommandée||Longer than 5 years|
|Pays de commercialisation||France, Switzerland, Luxembourg, Italy (institutional investors)|