BL Global Impact

Risk level

Performance

Performance as at 17/03/2023

FUNDS
2020	-1,56 %
2021	17,70 %
2022	-13,20 %
Since 01/01/2023	3,58 %
Over the last 12 months	-0,97 %
Over 3 years	21,09 %
Since launch	109,20 %

Strategy

Investment objective and policy

The fund’s objective is to generate long-term capital gains by investing in high-quality companies listed on equity markets anywhere in the world that have a solid sustainable competitive advantage. In addition to financial criteria, the selection process integrates environmental (E), social (S) and governance (G) factors. The investment strategy combines several sustainable dimensions (exclusion of controversial activities, quantitative screening and a thematic segment geared to the Sustainable Development Goals (SDGs)). The fund aims to generate higher risk-adjusted returns than its benchmark universe over a full market cycle. A minimum of 75% of the fund’s assets will be invested in sustainable assets. Targets have been set in terms of the portfolio’s environmental, social and governance performance and are regularly monitored. The fund manager implements an active, long-term strategy based on solid convictions.

General information

Net Asset Value
Calculated	Every business day
NAV class B capitalisation shares (17/03/2023)	100,80 EUR
CODES	ISIN capitalisation code : LU0093570173 WKN capitalisation code : 937804 SICOVAM capitalisation code : 959287
Net assets (million)	94,58 EUR
Launch date	03/03/1997