CM-AM SOLIDAIRE DYNAMIQUE ISR

ISIN: FR001400UMW6 | Share: IC

Summary
Strategy and Objectives

Ce FIA est géré activement et de manière discrétionnaire, en respectant un filtre qualitatif extra financier selon la politique mise en œuvre par Crédit Mutuel Asset Management et dans le respect des exigences du label français ISR. Il n'est pas géré en référence à un indice. Il a pour objectif de gestion la recherche d'une valorisation du portefeuille grâce à une gestion dynamique de valeurs émises par des sociétés s'attachant à respecter des critères de développement durable et de responsabilité sociale, tant en actions qu'en titres de créance et instruments du marché monétaire via des OPC labellisés ISR gérés par Crédit Mutuel Asset Management, et des titres émis par des entreprises solidaires, sur la durée de placement recommandée.Dans le cadre de la démarche d'investissement socialement responsable, la stratégie de gestion du FIA établit un univers de valeurs ciblées grâce à un processus extra-financier complété d'une analyse financière

Risk Scale (SRI) Auto complete

Lowest risk Highest risk


Identity card
Legal form of organizationFCP (Fonds d'Investissement à Vocation Générale)
Value codeFR001400UMW6
NationalityFrance
Marketing countryFR
Creation year part-
Commercial categoryDiversifiés
Profit AllocationCapitalisation
Net asset of fund39,78 M€
Net asset value per share-
12-Month Rolling Volatility-
Net Asset Value (NAV)
Latest Known NAV on
-
Change Compared to Previous NAV-
Last entry time13:00:00
+ Yearly high-
+ Yearly low-


Performance

No performance data is available for this fund at this time


Eligibility
PEANo
PEA PMENo
Target market
Investor typeProfessionnel
Knowledge and experienceInvestisseur informé
Recommended investment horizon> 5 ans
Criteria for product governance according to MIF2
Important information

The information on this website does not constitute an offer or solicitation to invest, investment advice, or a recommendation to buy or sell securities. All information, opinions and data included in this document are considered accurate at the date they were established and reflect the economic, financial and stock market backdrop at the time, as well as La Française Group's current outlook on the markets and developments in those markets. Said information has no contractual value and is subject to change. Performance may vary over time, and past performance is no guarantee of future results. Given the economic and stock market risks, there is no guarantee that the products presented herein will meet their targets. The products mentioned on this website are not necessarily appropriate for all kinds of investors. Investment in financial products may pose certain risks. Consequently, we encourage prospective investors to read the regulatory and marketing documentation related to those products attentively (including, in particular, information on risks) and conduct, without relying solely on information provided to them, their own risk analysis in order to verify the investment opportunity in light of the investment objectives. If needed, investment advice should also be sought. La Française cannot be held liable for any decision taken on the basis of this information. For more detail on regulatory informationclick here.