La Française LUX – Carbon Impact Income

ISIN: LU1523323860 | Share: R (C) EUR

Summary
Strategy and Objectives

L'objectif de ce fonds est d'obtenir une croissance régulière du revenu et du capital à moyen et à long terme : - en investissant, selon une approche d’allocation flexible multi classes d’actifs (Actions et Taux), dans des titres filtrés préalablement selon des critères d’investissement ESG et analysés sous l’angle de leur compatibilité avec la transition énergétique selon une méthodologie définie par la société de gestion ; et - d’avoir une moyenne pondérée des émissions de gaz à effet de serre du portefeuille par euro investi (intensité carbone) inférieure d’au moins 30% à celle de l’indicateur de référence composite : 20% MSCI World HD net total return (M1WDHDVD Index) + 40% ICE Bofa Global High Yield Index (HW00 Index) +40% JP EMBI Global Diversified Index (JPGCCOMP Index) Cet objectif de réduction des émissions de gaz à effet de serre sera permanent et respecté de tout temps.

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Identity card
Legal form of organizationOPCVM
Value codeLU1523323860
NationalityLuxembourg
Marketing countryFR, LU
Creation year part2016
Commercial categoryDiversifiés
Profit AllocationCapitalisation
Net asset of fund9,82 M€
Net asset value per share0,41 M€
12-Month Rolling Volatility5,10 %
Net Asset Value (NAV)
Latest Known NAV on 15/09/2025
112,89 €
Change Compared to Previous NAV0,14 %
Last entry time11:00:00
+ Yearly high112,89 €
+ Yearly low102,18 €


Performance

With the date of 15/09/2025

Past performance does not prejudge future performance. For non-euro foreign currency funds, the customer's maturity gains may be increased or decreased depending on exchange rate fluctuations.


Eligibility
PEANo
PEA PMENo
Target market
Investor typeParticulier
Knowledge and experienceInvestisseur de base
Recommended investment horizon> 3 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.