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Candriam

Candriam Sustainable Equity Europe

The fund invests in european companies which are best-in-class in terms of social, environmental and corporate governance. It offers a diversified portfolio with a focus on quality fundamentals and attractive valuation.

  • A unique approach combining ESG criteria and fundamental bottom-up stock-picking. The result is a well-diversified portfolio aiming at superior risk-adjusted performance.
  • Dedicated SRI and Fundamental European Equity teams, highly experienced in their areas of expertise.
  • Unique Best-in-class SRI approach.
  • An integrated and disciplined analytical process based on 5 criteria, seeking quality stocks at reasonable prices

Download KIID See other documents

Nav & Fees

Characteristics

ISIN LU1313771856
Type of fund SICAV under the law of : Luxembourg
Legal status UCITS
Management company Candriam Luxembourg
Delegated management company Candriam Belgium
Depositary CACEIS Bank, Luxembourg Branch
Recommended min. investment horizon 6 years
Front end load (max) 3.5 %
Back-end load 0 %
Management fees 1.5 %
Ongoing charges 1.84 % (13/03/2021)
Swing Pricing -
Risk scale**
Lower risk Higher risk
Potentially lower return Potentially higher return
1 2 3 4 5 6 7
Risk profile
Minimum subscription amount -
Product closing date undetermined
Commercialised in Austria, Belgium, France, Germany, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland

Candriam Sustainable Equity Europe, a sub-fund of the Candriam Sustainable sicav, invests in stocks of European companies which are, within their sector, best-in-class (top 50%) in terms of integrating environmental, social and governance concerns into their business models and their stakeholder management. Moreover, eligible portfolio holdings must act in accordance with the UN Global Compact's ten principles and may not be involved in the arms industry. The fund's sustainable investment objective is to reduce greenhouse gas emissions whilst also seeking to foster democratic principles and sustainable environmental practices. The investment horizon is 6 years. The fund is managed actively, with reference to the index mentioned on the section "characteristics". For further information about this index and its use, please consult the fund's key investor information document (KIID).


Candriam Sustainable Equity Europe - C - C - EUR

The graph – which is provided for information purposes only, and not as an exact measurement of net fund assets – adapts to market developments (currency conversions, coupons, splits, …). Figures may be rounded up or down for the sake of convenience. Figures expressed in a currency other than that of investors’ country of residence are subject, for better or for worse, to exchange-rate fluctuation.

**Risk scale : Not provided

Documents are available physically and free of charge at this address: Avenue des Arts 58, 1000 Bruxelles

Any complaints you have may be submitted, free of charge, to Candriam

Awards & Ratings

Morningstar*
Morningstar Sustainability Rating*

*Morningstar, Inc. All rights reserved. Some of the information contained in this document is the property of Morningstar and/or its information providers. It is given without any guarantee as to its accuracy, exhaustiveness or topicality. Its reproduction or redistribution is strictly forbidden.

LuxFLAG ESG Label
Luxembourg

*Reference to a ranking, an award or a label does not indicate the future performance of the UCITS/AIF or the fund manager

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