Groupama AM announces 8 new certifications, bringing its “ISR* Label” assets under management to just under 29 billion euros

09/12/2021

shutterstock_662559400

As part of its policy of obtaining official certification for its sustainable investment funds, Groupama has obtained new certifications under the French "ISR Label", covering different asset classes, management styles and geographical regions.

As a result, as on 30 November 2021, Groupama Asset Management has a total of 23 funds with the French ISR label, representing almost 29 billion euros.

 In its efforts to contribute to the harmonization of the values proposed in the field of sustainable and socially responsible investment, Groupama Asset Management is continuing to broaden its range of certified funds: the aim is to offer complementary investment strategies over the full range of management styles and asset classes covered by our expert teams.

After obtaining the French “ISR” Label for 15 of its funds between 2016 and mid-2021, Groupama AM obtained the certification of 8 additional funds in November:

2 Money: market funds:

  • Groupama Monétaire
  • Groupama Entreprises

1 Eurozone diversified bonds fund

  • Groupama Oblig Euro

5 Equity funds

  • G Fund Avenir euro (feeder subfund of Groupama Avenir Euro)
  • Groupama Europe Equities and G Fund Total Return All Cap Europe for Europe
  • Groupama US Equities and Ameri Gan for the USA

Our range of officially certified sustainable investment funds now covers all asset classes and several management styles, including active management, conviction management, in particular with G Fund Total Return All Cap Europe, and “low tracking error”** management with  Groupama Europe Equities and Groupama US Equities.

 

Mirela Agache Durand

Our continued drive for further certifications means that we now have core portfolio products as well as "bricks" of specific management styles that conform to the sustainable investment standards recognized by the French ISR Label. In a market environment characterized by new regimes of growth and inflation, our investor-clients need to fine-tune their asset allocation while maintaining their objectives and convictions in the domain of socially responsible investment. In our view, the ISR Label provides a guarantee of reliable criteria and benchmarks for professional and private investors.

Mirela Agache-Durand
CEO of Groupama AM

Over the next few months, Groupama AM is planning to obtain certification for other investment solutions, including profiled FOFs (funds of funds) designed for networks and professionals in the distribution of savings products..

 

List of funds certified by the ISR Label as on 30/11/2021:

– GROUPAMA MONETAIRE

– GROUPAMA ENTREPRISES

– GROUPAMA TRESORERIE

– GROUPAMA ETAT EURO ISR

– G FUND CREDIT EURO ISR

– GROUPAMA CREDIT EURO CT

– GROUPAMA OBLIG EURO

– G FUND-GLOBAL BONDS

– GROUPAMA CONVERTIBLES

– GROUPAMA FRANCE STOCK

– FRANCE GAN

– GFUND EQUITY CONVICTIONS ISR

– G FUND-AVENIR EUROPE

– G FUND-AVENIR EURO

– GROUPAMA AVENIR EURO

– G FUND FUTURE FOR GENERATIONS

– G FUND WORLD VISION (R)

– GROUPAMA EUROPE EQUITIES

– GROUPAMA US EQUITIES

– AMERI-GAN

– G FUND-TOTAL RETURN ALL CAP EUROPE

– GROUPAMA EPARGNE & RETRAITE DYNAMIQUE

– GROUPAMA EPARGNE & RETRAITE PERSPECTIVE DYNAMIQUE

 

* ISR: French acronym for Socially Responsible Investment (SRI)

** Tracking error: measure of the difference between the performance of a fund and that of its benchmark. Low tracking error means that the behaviour and performance of the fund are close to those of its benchmark.

 

DISCLAIMER

This document is for information purposes only.

Groupama Asset Management and its subsidiaries are not liable for any modification, distortion or forgery of this document. Any unauthorized modification, use or distribution of all or part of this document, by whatsoever means, is prohibited.

Before investing, each investor must read the prospectus or the key investor information document (KIID) of the UCITS. These documents and other periodical documents can be obtained free of charge on request from Groupama AM or on our website www.groupama-am.fr

This non-contractual document does not, under any circumstances, constitute a recommendation, request for offers, an offer to buy or sell or an arbitrage offer, and may in no case be interpreted as such.

The commercial teams of Groupama Asset Management and its subsidiaries are at your service if you wish a personal financial recommendation.

Edited by  Groupama Asset Management- office : 25 rue de la ville l’Evêque, 75008 Paris – Website : www.groupama-am.com