Euro ESG Credit

Target

The Sub-Fund invests across the European corporate bond market, selecting large-cap issuers that offer attractive yields and exhibit strong ESG sustainability characteristics. The breadth of the investment universe and diversification across instruments enable the portfolio to capture market opportunities while remaining within the established volatility parameters. Sidera Euro ESG Credit promotes environmental, social and governance characteristics pursuant to Article 8 of Regulation (EU) 2019/2088.

Main characteristics

The Fund invests in securities offering higher yields than government bonds, with careful diversification across sectors and issuers with strong credit quality. Instruments are also selected using an additional ESG-factor screen, integrating sustainability and financial strength into portfolio construction.

Sustainability disclosure

Sidera Euro ESG Credit promotes environmental, social and governance ("ESG") characteristics under Article 8 of Regulation (EU) 2019/2088 and it does not currently commit to investing in any “sustainable investment” within the meaning of the SFDR or the Taxonomy Regulation 2020/852. Through a proprietary model of the Investment Manager and based on data from the info provider MSCI, the Fund is assigned an ESG rating which shall be greater than or equal to the rating of its benchmark (ICE BofA Euro Large Cap Corporate Duration-Matched ESG Tilt Index - Bloomberg ELSE) designated to meet the environmental or social characteristics promoted by the Sub-Fund. With this approach, the Investment Manager, in addition to integrating sustainability risks into investment decisions, aims to ensure that the Sub-Fund achieves and maintains a high sustainability profile. For more information on the Fund's sustainable features, please refer to the "Sustainability Disclosure" document and the Fund's Prospectus.

The Arca Fondi Sgr S.p.A has developped an “ESG Policy” that aims at integrating Sustainability Factors and Sustainability Risks into the Sub-Fund’s investment process. The Sustainability Factors integration can be pursued through ESG rating developed from the Arca Fondi Sgr S.p.A and based upon information collected from public and private data providers. All Sub-Funds, including those that do not actively promote Sustainability Factors, remain exposed to Sustainability Risks as further described in section 5.4 (Sustainability Risk) above. Investors are invited to consult the investment philosophy of Arca Fondi Sgr S.p.A available on the website