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Odyssey - ESG Global Equity

Odyssey – ESG Global Equity will be fully allocated to global equities. Our goal is to provide investors with long term capital appreciation primarily through exposure to global equity securities which meet our Environmental, Social, and Governance (ESG) principles.

Environmental

Environmental Icon

Fight against:

Climate change

Water stress/pollution

Deforestation

Renewable energy

Social

Respect:

Human rights

Labor standards

Consumer protection

Governance​

Transparency:

Executives compensation

Board structure

Business ethics & fraud

By incorporating ESG criteria to our investment selection, we seek to manage risk from an ESG perspective and invest in sustainable businesses trading at attractive valuations that may generate excess returns over the benchmark in the long run.

We have also decided that finding a key partner would be essential to the success of this new project, hence why we are proud to collaborate with Exane BNP Paribas *, one of the largest research houses

*1st in Developed Europe Research, 1st Industry Research, 1st in Country Research, Runner-up: ESG Corporate Governance, Integrated Climate Change, SRI Research

View the Factsheet

Product Characteristics

Asset Class

Global Equity

Currency

EUR / USD (Hedged)

ISIN Code EUR

FRELU0001904

ISIN Code USD

FRELU0001912

Investment Manager

Victoria Capital Management

Partner

Exane BNP Paribas

Liquidity

Daily
Cars

Investment strategy

We have chosen a “Core-Satellite Strategy”

  • The largest portion of the portfolio (70% to 80%, the « Core ») will be allocated to direct equities carefully selected in collaboration with Exane.
  • The satellite portion of the portfolio ( 20% to 30%) will be allocated according to a thematic which will vary depending on market condition

Investment decision making process

Strategic Allocation Committee (SAC)
  • Traditional mix Tod Down/Bottom-up approach
  • Decision on Asset Classes/Sector/Currency to Overweight or Underweight
  • Apply filter on our investment universe based on quantitative data
Non-Financial Criteria (ESG)​
  • Application of ESG rating filter on all assets that form part of our investment universe post SAC
  • Remove assets that do not meet our minimum ESG rating
Tactical Allocation Committee
  • Stock pivking within investment post ESG ratings (deep dive on each potential candidate)
  • Thematic investments can be included in the portfolio
  • Portfolio construction