Oyster Sustainable Europe fund

Zadig's Sustainability At a Reasonable Price 'SARP' strategy on Oyster UCITS platform

NAV (I EUR)   As at  
YTD Return  
Sustainable Expo   % revenue (Vigeo)
Inception Date  

Investment Objective

We think our Sustainability at a reasonable price approach can meaningfully outperform the European market by investing in undervalued sustainable European companies.

Process

Our Sustainability at a reasonable price approach means we shall not pay any price to ‘tick the SRI box’. Zadig relies on a hands-on research approach. We build our own valuation models, meet with management of companies, and select the best risk/return opportunities among sustainable European Equities.

We are flexible in our SRI approach: we use third parties for data but rely on our internal assessment of companies’ sustainability today or tomorrow. We have established an exclusion list made of unsustainable businesses and companies exposed to controversies. Overall, the Sustainable Europe portfolio shows a net positive contribution to sustainable themes. Our SRI approach is well documented and transparent.

Why invest in the Sustainable Europe strategy?

Limited factor exposure. At all times, the portfolio keeps a balanced exposure to cyclical, defensive, growth companies and we carefully monitor and limit factor exposures (value, growth, momentum, etc.) through advanced proprietary quantitative analysis.

We bring diversification to investors. By avoiding consensual Sustainable investments, the portfolio looks and behaves differently from other SRI strategies, offering welcome diversification to our investors.

Engagement. As the book is concentrated around our best sustainable ideas, we keep a close contact with management and are in a great position to engage with companies on their sustainability agenda.

Video

Sustainable Europe
 

Portfolio Characteristics

  • Market Caps:    Mid to Large
  • Number of investments:    25/35
  • Active share    ~90%

Fund Managers

Louis Larere
Louis Larere

Co Head - SRI Strategy

Luc Pez
Luc Pez

Co Head - SRI Strategy

Oyster Sustainable Europe fund

  • Legal structure: SICAV
  • Format: UCITS

Label ISR logo

Oyster Sustainable Europe Fund page

Performance
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Statistics
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Assets
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Top Ten holding (% portfolio)
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Active Share
GICS Sector Exposure (% portfolio)
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Portfolio Characteristics
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Market Cap (% portfolio – BN EUR)
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% Revenue Sustainable Products and Services (Vigeo & Zadig est.)
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MSCI ESG RATING (% portfolio)
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Oyster Sustainable Europe fund

Information below relate to the Sustainable Europe strategy as implemented by Zadig Asset Management in the Oyster Sustainable Europe fund.
Detailed information for the fund is available on the following page:

Oyster Sustainable Europe Fund page

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This document is purely for informative purposes, and does not represent an offer or an invitation to invest.
All subscriptions must be made on the basis of the Funds issue Offering Memorandum or Prospectus in effect at the time of the subscription.
Past performance cannot guarantee future performance in any way. The value of investments may go down as well as up. You may not get back the original amount invested and may lose all of your investment.
Despite the fact that great care has gone into creating this document, errors or omissions cannot be ruled out. Zadig Asset Management SA accepts no responsibility in terms of the full and accurate nature of the information contained in this document.
Zadig Asset Management SA is a Luxembourg Management Company under Chapter 15 of the 17 December 2010, authorized and regulated by the Commission de Surveillance du Secteur Financier (CSSF) in the Grand-Duchy of Luxembourg.

Want to know more?

Zadig is committed to a high level of transparency with existing and potential investors. We rely on data to illustrate our investment philosophy and on the human touch to discuss and answer questions.