M Climate Solutions
Labellisations / SFDR
Over 5 years
5 years performance
M Climate Solutions, classified SFDR9, is an all capitalisation global equity thematic fund, targeting European, American and Asian companies that are actively involved in the field of climate transition and can therefore generate a positive impact on climate transition.
The M Climate Solutions strategy is available in two versions: the French version (FR) described below and the Luxembourg version (LU) within the Amundi Funds Sicav.
The fund’s investment management strategy relies on a proprietary and dynamic process: the ESG-inclusive Climate Solutions investment process.
M Climate Solutions holds the Greenfin label, created by the French Ministry of Ecological Transition and Solidarity, and the Belgian Towards Sustainability label, developed at the initiative of Febelfin.
The decision to invest takes into account all the characteristics, objectives and risks of the UCITS as described in the UCITS’ prospectus and DICI, which should be referred to before making any final investment decision.
M Climate Solutions
In the face of ever-increasing threats to the environment, we aim to select international companies actively engaged in reducing climate impact.
We are convinced that there are 3 major transition drivers in which it is essential to invest:
We are convinced that there are 3 major
transition drivers in which it is essential to invest:
AGRICULTURE AND FORESTRY
A selection based on extra-financial criteria
and fundamental analysis.
The objective is to continuously seek out companies that contribute fully to the climate transition.
The fund’s management strategy follows a two-pronged approach to identifying values :
→ Identification of the three main structural vectors/themes
→ Analysis of regulatory changes: risks and opportunities
→ “Temporary climate solution” or real “game changer”.
→ Investing in the leaders of today and tomorrow
→ Quality management with a long term vision
→ Factual validation of the investment thesis and theme
Intensity of the “green share” of the portfolio
The green share of the portfolio is measured by estimating the share of turnover linked to the 8 eco-activities.
Kind of stocks
Percent of eco-activities in the turnover
Green share high
More than 50% in the eco-activities
≥ 20% of the asset
≥ 75% of the asset
Green share intermediate
10% to 50% in eco-activities
of the asset
Less than 10% in eco-activities
≤ 25% of the asset
Opportunity for diversification
The objective of the fund is to participate in the evolution of international equity markets by investing primarily in companies whose initiatives or solutions contribute directly or indirectly to the reduction of the impacts of climate change, or in companies whose part of the activity concerns developments and developments related to the theme of energy and climate transition.
The fund will position itself on the world markets and will invest mainly in equities and related instruments to a minimum of 75%, through discretionary Bottom Up management focusing on the search for intrinsic quality of securities.
The Fund is not index-based. The reference to an index is only an a posteriori comparison. However, since 11 February 2021, for information purposes only, reference may be made to the STOXX Global 1800 (SXW1R Index), a global benchmark index, calculated with net dividends reinvested. The index is denominated in euro. As the fund is not managed on an index basis, the performance of the fund may deviate from this benchmark both upwards and downwards.
The extra-financial approach implemented is part of a sustainability risk mitigation objective, although it cannot guarantee that sustainability risks are completely neutralised.
Vote and Commitment
Click on the links below to view the annual reports on the exercise of voting rights and the commitment of the Management Company :
Click on the link below to view the annual report on the exercise of voting rights and the details of votes relating to the resolutions presented at the general assembly of the Fund’s portfolio companies at the date of the meeting:
5 YEARS PERFORMANCE
Lower risks typically lower rewards
→ Risk of loss of capital : the fund does not offer any guarantee of performance nor capital.
→ Risk associated with discretionary investment management : risk that the fund is not always invested in the best-performing equities.
→ Equity risk : equity markets may vary sharply, and drop significantly in particular. Furthermore, the fund may invest up to 100% of its net assets in small and mid-cap stocks, and up to 40% of its net assets in emerging market stocks, which may present additional risks due to their specific characteristics.
→ Sustainability risk : the UCITS is exposed to the risk that an environmental, social or governance event or situation, if it occurs, may have a material adverse effect, actual or potential, on the value of the portfolio securities.
→ Other risks : derivatives market risk, interest rate risk, credit risk, default risk, foreign exchange market risk, liquidity risk.
Risks are detailed in the prospectus.
2 July 2019
UCITS IV French-law compliant FCP
PEA eligible (France only)
FR0013446812 (M Climate Solutions C), FR0014002SD6 (M Climate Solutions D), FR0013476678 (M Climate Solutions R)
Refer to the prospectus and each fund share’s KIID in the “download documents” box above.
Investment management company
Caceis Bank France
Daily (Caceis Fund Admin)
Refer to the prospectus and contact the banking institution that handled the order.
Longer than 5 years
Approved for distribution in
France, Switzerland, Luxembourg, Italy (institutional investors)
Find out about the other SRI solutions developed by Montpensier Finance
Before any investment, PLEASE CAREFULLY READ THE KIID AND PROSPECTUS OF THE UCITS.