Our funds
Sanso Smart climate
ISIN : FR0014003NW5
Share Class N
ISIN : FR0014003NY1
Share Class R
ISIN : FR0014003NV7
Share Class S
ISIN : FR0014003NX3
Sanso Smart Climate is a mutual fund that aims to outperform the MSCI World Index Euro, dividends reinvested, over a minimum five-year investment horizon.
Investment strategy
The fund implements a stock selection strategy focused on reducing the various risks associated with climate change and how companies manage these risks.
Portfolio construction
Portfolio construction is carried out in several steps:
Step 1: ESG screening
Within the universe, the first step of the process implements an ESG foundation comprising:
- Sectoral exclusions (tobacco, coal, controversial weapons)
- Normative exclusions aimed at excluding companies involved in serious and repeated controversies related to the United Nations Global Compact
- A Best-in-Class ESG selection excluding at least 20% of the starting universe, in line with a so-called “significantly engaging” approach. At least 90% of the equity capitalization of the portfolio is subject to ESG analysis
Step 2: Climate change risk assessment
The next step in the process aims to ensure that the fund:
- Has an exposure to the various climate change risks identified by the TCFD (Task Force on Climate Related Financial Disclosure) significantly lower than the MSCI World*.
- Is exposed to companies that, on average, have better management of these risks than their peers.
Step 3: Portfolio optimization
Finally, management makes adjustments so that the fund has characteristics close to those of the MSCI World in terms of exposure: sectoral, regional and by currency, by capitalization size, to different investment styles.
Summary
NAV : 1252.87EUR at 31/03/2025
- D-1
- 1 month
- 3 months
- YTD
- 2024
- 12 months
- 24 months
- 36 months
- Inception*
- +0.01%
- -6.37%
- -6.66%
- -6.66%
- +20.42%
- +0.95%
- +27.01%
- +15.99%
- +18.6%
- 12 months
- 24 months
- 36 months
- 60 months
- Creation
- +0.95%
- +27.01%
- +15.99%
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%- +18.6%
* Inception : 28/10/2021 | Past performance doesn’t guarantee futures performances.
Performances
* Inception : 28/10/2021 | Past performance doesn’t guarantee futures performances.
Historical performance
- Year
- jan
- feb
- mar
- apr
- may
- june
- july
- aug
- sept
- oct
- nov
- dec
- Total
- 2025
- 2.45%
- -0.99%
- -7.98%
- -6.66%
- 2024
- 3.06%
- 4.39%
- 3.49%
- -3.34%
- 2.6%
- 2.07%
- 0.84%
- 0.93%
- 1.02%
- -0.67%
- 6.88%
- -2.12%
- 20.42%
- 2023
- 4.89%
- -0.42%
- 0.39%
- -0.71%
- 2.53%
- 3.38%
- 1.29%
- -0.21%
- -2.22%
- -3.43%
- 6.49%
- 4%
- 16.67%
- 2022
- -3.74%
- -2.46%
- 3.5%
- -3.36%
- -1.71%
- -6.01%
- 11.06%
- -3.66%
- -7.19%
- 6.39%
- 2.61%
- -7.52%
- -13.03%
- 2021
- 3.18%
- -0.05%
- 3.1%
- 3.99%
* Inception : 28/10/2021 | Past performance doesn’t guarantee futures performances.