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BRED Sélection ISR

Equity ISIN : FR0013433703
  • SRI Equity Fund (Socially Responsible Investment) eligible for the PEA and composed of funds and securities.
  • The selection is based on a double extra-financial and financial analysis.
  • Part of the management fee goes to foundations committed to the transmission of knowledge and equal opportunities
Our goal is to reconcile financial performance and extra-financial impacts.SRI Team
Net asset value
to 13.11.2019
103.76€
YTD perf.-
1Y rolling perf.-
3Y rolling perf.-
5Y rolling perf.-
Risk-reward profile Lower risk Higher risk
1 2 3 4 5 6 7
Typically lower
rewards
Potentially higher
rewards
AuM7.4 M€
Recommended investment period5 years

Performance

Données indisponibles

As the BRED Sélection ISR fund was launched on 18 September 2019, there is too little data to provide useful information on past performance.

Past performances are not a reliable indicator of future performances. The value of the investment may vary with market fluctuations and investors may lose some or all of their initially invested capital, as the funds do not offer a capital guarantee.

Past performances are not a reliable indicator of future performances.

Performance track record (by year)

  Evolution
NAV 103.76 €au 13.11.2019
Year-to-date -
2018 -
2017 -
2016 -
2015 -
2014 -
Volatility (5 years) -

Past performances are not a reliable indicator of future performances. Rolling 5-years volatility is calculated on a monthly basis, at the end of each month (when the data is available).

Portfolio management team

Marc FAVARD

Chief Executive Officer

At the heart of financial markets since 1990

  • Chairman of the Management Board of Meeschaert AM for 21 years
  • Chief Executive Officer – Head of Portfolio Management at Amilton AM for 3 years
  • Chief Executive Officer – Head of Equity Funds at Promepar Asset Management since 2015

Degree from the ISUP (Institute for Statistics of the University of Sorbonne) in 1988, Paris Actuary (IAF – Institute of French Actuaries) in 1989 and Member of the SFAF (French Financial Analysts Association) since 1993.

Murielle HERMELLIN

Head of Socially Responsible Investment

At the heart of Socially Responsible Investment since 2008

  • Research at INSERM for 6 years
  • Scientific journalist for specialized press especially Science & Vie
  • General Secretary – Special Adviser to the President of Ethique & Investissement association
  • Head of Socially Responsible Investment at Promepar Asset Management since 2015

Degree from the University of Pierre et Marie Curie (Paris VI) in 1992 – PhD in Sciences from the University of Denis Diderot (Paris VII)

David CHOUCHANA

Manager, CIIA

At the heart of financial markets since 1997

  • Product Specialist – Structured Funds at BNP Paribas Asset Management for 3 years
  • Diversified portfolio manager at BNP Paribas Asset Management for 4 years
  • Equity and Wealth Management Fund Manager – Head of Open-Architecture External Fund Selection at Promepar Asset Management since 2008

Degree in Banking-Finance from the Université of Evry Val d’Essonne in 1997 – Certified International Investment Analyst Degree from SFAF in 2004

Jean-Philippe NGO

SRI Analyst

At the heart of financial markets since 2016

  • Sales at Oddo BHF Asset Management
  • Private banker at Oddo BHF Private Banking
  • Portfolio manager- SRI Analyst at Promepar Asset Management since 2018

Degree from Grenoble Business School in 2018

Features

Objectif de gestion
Outperforming (net of fees) the Euro Stoxx 50 TR over a recommended investment period of 5 years, primarily through directly held securities or investments in mutual funds, taking into account environmental criteria, governance and social responsibility (ESG) and mostly in the Eurozone.
Inception date
18/09/2019
Legal form
FCP (UCITS)
AMF classification
Eurozone Equity
Currency of denomination
Asset management company
Promepar AM
Country of registration
France
Recommended investment period
5 years
Depositary bank
CACEIS
Statutory auditor
PWC Audit
Bloomberg
BRSISRC FP Equity
Benchmark index
Eurostoxx 50 DNR
Approval date
30/08/2019
Subscription fees (Max.)
1,0%
Fixed management fee (Max.)
1,5% (Max.) / year
Variable management fees
-
Indirect management fees
2,5% (Max.) / year
Minimum number of units at subscription
-
Subscription procedure
Subscriptions and redemptions are processed centrally every market trading day at 12:00 p.m. (Paris time) by CACEIS. These orders are for a whole number of units or a fractional number of units (hundredths of units) and are executed on the basis of the next NAV, i.e. at an unknown price.

The information presented above should not be interpreted as binding or as investment advice. Past performances are not a reliable indicator of future performances. Management fees are included in the fund performances. The value of the investment may vary with market fluctuations and investors may lose some or all of their initially invested capital, as the funds do not offer a capital guarantee. Access to the products and services presented here may be subject to restrictions applicable to certain persons or countries. Tax treatment depends on each individual’s situation. The risks, fees and recommended investment period for the mutual funds presented here are described in the KIIDs (Key Investor Information Documents) and prospectuses available on this website. The KIID must be provided to the subscriber prior to subscription.