This document is directed at investment professionals and qualified investors (as defined by MiFID/FCA regulations), intended for resident FR/DE/LU
La Française, an international asset management group with assets under management in excess of €51 billion and a recognized forward looking carbon impact methodology, developed by the group’s integrated sustainable investment research center, is proud to announce that La Française Lux-Inflection Point Carbon Impact Global has received the Forum Nachhaltige Geldanlagen (FNG) two-star Label for sustainable mutual funds, valid for the year 2021.
The FNG-Label is the quality standard for sustainable investments on the German-speaking financial markets: Germany, Austria, Liechtenstein and Switzerland. It was launched in 2015 after a three-year development process involving key stakeholders. The sustainability certification must be renewed annually.
Successfully certified funds pursue a stringent and transparent sustainability approach, the application of which has been checked by the independent auditor University of Hamburg.
The quality standard comprises the following minimum requirements:
- Transparent and easy-to-understand presentation of the fund’s sustainability strategy in the context of the Eurosif Transparency Code and the FNG Sustainability Profile
- Exclusion of armaments and weapons
- Exclusion of nuclear power (including uranium mining)
- Exclusion of coal (mining and significant power generation)
- Exclusion of fracking and oil sands
- Exclusion in cases of systematically and / or severe violation of the principles of the UN Global Compact
- The fund’s entire portfolio is checked against sustainability criteria (social and environmental responsibility, good corporate governance, United Nations Sustainable Development Goals or others).
La Française Lux-Inflection Point Carbon Impact Global was awarded two out of three possible stars for its particularly ambitious and comprehensive sustainability strategy, which gained it additional points in the areas of institutional credibility, product standards, and selection and dialogue strategies.
La Française LUX – Inflection Point Carbon Impact Global: The fund aims to contribute to the transition to a low carbon economy while achieving long-term capital growth
Laurent Jacquier-Laforge, La Française Global Head of Sustainable Investing, concluded, « The FNG label is in our opinion one of the most selective that exist today and we are proud that our investment approach has been recognized with the two-star label. The FNG-Label and French SRI Label, also awarded to the fund, attest to the quality of the fund’s sustainability strategy and will provide guidance in the search for solid, professionally managed sustainability funds.»
Disclaimer
The FNG-Label and French SRI Label may under no circumstances be interpreted as a guarantee of performance or security or an invitation to invest in the fund.
PROMOTIONAL DOCUMENT FOR NON-PROFESSIONAL INVESTORS AS DEFINED BY MIFID II IN FR, DE & LU.
The information and material provided herein do not in any case represent advice, offer, solicitation or recommendation to invest in specific investments. Issued by La Française AM Finance Services, home office 128, boulevard Raspail, 75006 Paris, France, regulated by the “Autorité de Contrôle Prudentiel” as investment services provider under the number 18673 X, affiliate of La Française. Internet information for the regulatory authorities : Autorité de Contrôle Prudentiel et de Résolution www.acp.banque-france.fr, Autorité des Marchés Financiers www.amf-france.org, Commission de Surveillance du Secteur Financier (CSSF) www.cssf.lu.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested. Where La Française has expressed opinions, they are based on current market conditions and are subject to change without notice. These opinions are nonbinding and may differ from those of other investment professionals. La Française Asset Management, approved by the “Autorité des Marchés Financiers” under N GP97076 on July 1st 1997.
The group’s responsible investment policy is available here :
https://www.la-francaise.com/fileadmin/docs/CharteInvestissementResponsableLaFrancaiseEN.pdf
The group’s transparency code is available at:
The prospectus of La Française LUX was approved by the CSSF on 9 March 2020. The SICAV Lux was incorporated on 28/10/1998 (under the name "global strategy"). The sub-fund, La Française Lux-Inflection Point Carbon Impact Global was created in 2015.
For more detailed information about the investment fund, please refer to the prospectus and the Key Investor Information Document (KIID), which must be read before any investment. The latest prospectus, the key investor information document and the annual and semi-annual reports are available upon request to contact-valeurmobilieres@la-française.com or in electronic format to our Paying Agent. Said documents have been published containing all the necessary information about the product, the costs and the risks which may occur. Do not take unnecessary risk.
- Germany: BNP PARIBAS Securities Services S.A. – Zweigniederlassung Frankfurt am Main, Europa-Allee 12, 60327 Frankfurt am Main)
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