Anlageziel Groupama Euro Financial Debt TC Fonds

The objective of the UCITS is to seek, through active management, an annualised return equal to or greater than that of the composite index made up of 40% ICE BofA Contingent Capital Index (hedged in Euro) and 60% ICE BofA Euro Financial Index, after management fees, over the minimum recommended investment horizon of 4 years. In order to achieve this objective, the UCITS will invest mainly in bonds and preferred shares issued by financial institutions, using totally discretionary management. This objective will be achieved through management that promotes the sustainability of issuers by analysing the ESG (Environmental, Social and Governance) characteristics of the securities held in the portfolio. The ESG approach applied to the UCITS takes into account criteria relating to each of the Environmental, Social and Governance factors, without necessarily being a determining factor in the decision-making process.