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 : 120.98EUR at 01/04/2025
- D-1
- 1 month
- 3 months
- YTD
- 2024
- 12 months
- 24 months
- 36 months
- Inception*
- +0.4%
- -6.06%
- -7.23%
- -6.52%
- +19.23%
- +0.34%
- +23.08%
- +14.36%
- +14.99%
- 12 months
- 24 months
- 36 months
- 60 months
- Creation
- +0.34%
- +23.08%
- +14.36%
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%- +14.99%
* 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
- 2.55%
- -2.15%
- -7.21%
- -6.52%
- 2024
- 2.98%
- 4.3%
- 3.41%
- -3.43%
- 2.52%
- 1.99%
- 0.76%
- 0.85%
- 0.94%
- -0.76%
- 6.31%
- -1.75%
- 19.23%
- 2023
- 4.79%
- -0.49%
- 0.3%
- -0.78%
- 2.44%
- 3.3%
- 1.21%
- -0.3%
- -2.29%
- -3.51%
- 6.4%
- 3.92%
- 15.5%
- 2022
- -3.82%
- -2.52%
- 3.39%
- -3.43%
- -1.8%
- -6.08%
- 11.09%
- -3.85%
- -7.26%
- 6.3%
- 2.52%
- -7.6%
- -13.88%
- 2021
- 4.38%
- -0.21%
- 3.01%
- 3.73%
* Inception : 28/10/2021 | Past performance doesn’t guarantee futures performances.