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 : 1244.05EUR at 01/04/2025
- D-1
- 1 month
- 3 months
- YTD
- 2024
- 12 months
- 24 months
- 36 months
- Inception*
- +0.41%
- -6.01%
- -7.07%
- -6.35%
- +20.06%
- +1.06%
- +24.82%
- +16.79%
- +17.82%
- 12 months
- 24 months
- 36 months
- 60 months
- Creation
- +1.06%
- +24.82%
- +16.79%
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%- +17.82%
* 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
- 2.42%
- -1.01%
- -8.01%
- -6.35%
- 2024
- 3.03%
- 4.36%
- 3.47%
- -3.36%
- 2.57%
- 2.05%
- 0.81%
- 0.91%
- 1%
- -0.7%
- 6.86%
- -2.14%
- 20.06%
- 2023
- 4.86%
- -0.44%
- 0.36%
- -0.74%
- 2.51%
- 3.36%
- 1.27%
- -0.23%
- -2.24%
- -3.45%
- 6.46%
- 3.97%
- 16.32%
- 2022
- -3.76%
- -2.45%
- 3.44%
- -3.38%
- -1.73%
- -6.03%
- 11.11%
- -3.75%
- -7.21%
- 6.36%
- 2.58%
- -7.55%
- -13.28%
- 2021
- 3.55%
- -0.12%
- 3.08%
- 3.89%
* Inception : 28/10/2021 | Past performance doesn’t guarantee futures performances.