- Global Fund -
Ofi Invest Act4
Positive Economy
Give meaning to your savings by targeting a social and environmental impact
Ofi Invest Act4 Positive Economy is a European equity fund that seeks to invest in growing, innovative companies exposed to robust trends. It offers conviction-based management that seeks out medium-term positive impacts.
Ofi Invest Act4 Positive Economy makes useful and engaged investments in virtuous growth. It selects companies that recognise the environmental and social challenges of the energy transition, healthcare, individual well-being and security, the preservation of natural resources & biodiversity, and social inclusion.
Classified SFDR Article 9: in accordance with the Sustainable Finance Disclosure Regulation (SFDR), this product’s purpose is sustainable investment. Sustainable investment means investment in an economic activity that contributes to an environmental or social goal, without causing significant harm to other environmental or social objectives, in a company that practices good governance.
To find out more about the ISR label, go to www.lelabelisr.fr.
To find out more about the FNG label, go to fng-siegel.org.
What is the positive economy?
In 2015, the United Nations laid out a roadmap with 17 priority Sustainable Development Goals (SDGs) to be achieved by 2030.
The positive economy brings together actors engaged in virtuous growth and aims to identify companies whose activities address one or more SDGs.
How to finance the positive economy?
By investing in virtuous growth by selecting companies that recognise the environmental and social challenges linked to the following four themes:
- the energy transition,
- healthcare / well-being / security,
- preservation of natural resources & biodiversity,
- social inclusion.
How to invest in the positive economy?
- Through a European equity investment fund
- In European countries
- In small-, mid-, and large-cap companies
- In niche, growing and innovative companies
- In companies exposed to sustainable thematics
Investing in Ofi Invest Act4 Positive Economy gives meaning to your savings by helping to build a better future
The fund takes a responsible and engaged investment approach based on four thematics, each one addressing the United Nations Sustainable Development Goals.
Energy transition
Healthcare / Well-being / Security
Preservation of natural resources & biodiversity
Social inclusion
Ofi Invest Act4 Positive Economy: conviction-based equity investment
The fund focuses on European companies with solid fundamentals and offers conviction-based management driven by the search for medium-term positive impacts.
A dual investment objective for an engaged investor
Financial performance
- Thorough analysis of companies’ economic performance
- Evaluation of companies’ long-term value-creation potential
Positive impact
on society and the planet
- Integration of environmental, social and governance factors
- Companies’ contribution to SDGs(1)
- Evaluation of companies’ long-term environmental and social impact
Identifying the main actors in the thematic
(1) United Nations Sustainable Development Goals
Why choose Ofi Invest Act4 Positive Economy?
To take action for the future of the planet and society
To support the positive economy by investing in four major forward-looking thematics:
- the energy transition,
- preservation of the planet,
- healthcare, well-being, and security,
- social inclusion.
Fund subscribers incur the risk that the fund will not be invested at all times in the best-performing securities and markets.
Conviction-based equity management
The fund focuses on European companies having solid fundamentals.It offers conviction-based management driven by the search of medium-term positive impacts.
Equity risk: the Fund may be invested in, or exposed to, one or more equity markets that are subject to wide fluctuations.Performance is not guaranteed to subscribers. There exists a risk of loss of invested capital.
A responsible investment in a life insurance framework
This ISR-labelled fund(2) thoroughly integrates environmental, social and governance factors.It is classified as an SFDR Article 9 fund(3) and is based on a sustainable investment strategy.
The fund is exposed to sustainability risk. In the event of an environmental, social or governance situation or incident, such could have a significant negative impact, real or potential, on the investment’s value.
(2) To find out more about the ISR [SRI] label, go to www.lelabelisr.fr.
(3) In accordance with the Sustainable Finance Disclosure Regulation (SFDR), this product’s purpose is sustainable investment. Sustainable investment means investment in an economic activity that contributes to an environmental or social goal, as long as it does not cause significant harm to other environmental or social objectives and the invested companies practice good governance.
For a full and detailed list of the risks incurred by the fund, we urge you to read the prospectus.
SAMPLE INVESTMENT
WAGA ENERGY, TO COMBAT CO2 EMISSIONS
WAGA ENERGY, TO COMBAT CO2 EMISSIONS
A French company set up by Air Liquide engineers. With its unique expertise in gas engineering, Waga Energy develops biomethane projects to serve the energy transition. Waga Energy recycles landfill biogas in the form of biomethane, a renewable substitute for natural gas.
A POSITIVE ENVIRONMENTAL IMPACT
Landfills produce methane spontaneously. Capturing and recycling it therefore reduces methane emissions, in addition to supplying a renewable source of energy.
As methane’s warming potential is 28 times greater that of CO2, the company helps combat global warming.
ENERGY TRANSITION
This company is mentioned merely as an illustration. This is neither an offer to sell, nor a solicitation to buy financial securities. Source: Ofi Invest Asset Management, 2023.
Refer to the fund’s characteristics & documents for more details on its risks, fees and characteristics.
This advertising communication has been prepared by Ofi Invest Asset Management, a portfolio management company (APE 6630Z) incorporated under French law and approved by the Autorité des Marchés Financiers (AMF) under authorisation no. GP 92-12 - FR 51384940342, a French limited company (Société Anonyme) with a Board of Directors and share capital of €71,957,490, headquartered at 22, rue Vernier 75017 Paris, and registered with the Paris Trade and Companies Registry under number 384 940 342.
This communication contains information and figures that Ofi Invest Asset Management believes to be accurate at the time of preparation. However, we cannot guarantee the accuracy of any information or figures sourced from public sources.
The analyses presented are based on Ofi Invest Asset Management's assumptions and expectations at the time of writing, which may not be fully or partially realized on the markets. They do not constitute a commitment to profitability and are subject to change.
The funds presented in this communication may not be registered in all jurisdictions. The funds may be subject to restrictions on certain persons or in certain countries by virtue of national regulations applicable to such persons or in such countries. Information on investors' rights and the mechanisms for exercising these rights is provided in this brochure.
The funds presented in this advertising communication may not be registered in all jurisdictions. The funds may be subject to restrictions in respect of certain persons or in certain countries by virtue of national regulations applicable to such persons or in such countries. Information on investor rights and collective redress mechanisms at national and EU level in the event of a dispute is available here: https://ofi-invest-lux.com/policies-and-documents. The link is only available in English. Ofi Invest Lux may decide to stop marketing this Sub-Fund in accordance with applicable legislation.
This advertising communication gives no assurance of the suitability of the products or services presented to the investor's situation or objectives and does not constitute a recommendation, advice or offer to purchase the financial products mentioned. Ofi Invest Asset Management accepts no liability for any loss or damage arising from the use of any or all of the information contained herein. Global Fund – Ofi Invest Act4 Positive Economy is a Sub-fund of the Luxembourg SICAV Global Fund of Ofi Invest Lux (10-12, boulevard Roosevelt - L-2450 Luxembourg - Luxembourg). Ofi Invest Asset Management is the fund manager by delegation.
Before investing in any of the funds presented in this advertisement, investors are strongly advised, without relying exclusively on the information provided in this advertisement, to analyze all the characteristics of the product presented, their personal situation, and the benefits and risks involved, in order to determine the amount that is reasonable to invest. The value of an investment in the markets can fluctuate both upwards and downwards, and can be affected by changes in exchange rates. Depending on the economic situation and market risks, no guarantee is given that the products or services presented will achieve their investment objectives. Past performance is no guarantee of future performance.
The Key Information Document (KID) and the prospectus in English are offered to subscribers prior to subscription and are given to them on subscription. They are also available at www.ofi-invest-am.com. These documents, together with the latest available financial statements, are available to the public on request from Ofi Invest Asset Management.
This communication contains information and figures that Ofi Invest Asset Management believes to be accurate at the time of preparation. However, we cannot guarantee the accuracy of any information or figures sourced from public sources.
The analyses presented are based on Ofi Invest Asset Management's assumptions and expectations at the time of writing, which may not be fully or partially realized on the markets. They do not constitute a commitment to profitability and are subject to change.
The funds presented in this communication may not be registered in all jurisdictions. The funds may be subject to restrictions on certain persons or in certain countries by virtue of national regulations applicable to such persons or in such countries. Information on investors' rights and the mechanisms for exercising these rights is provided in this brochure.
The funds presented in this advertising communication may not be registered in all jurisdictions. The funds may be subject to restrictions in respect of certain persons or in certain countries by virtue of national regulations applicable to such persons or in such countries. Information on investor rights and collective redress mechanisms at national and EU level in the event of a dispute is available here: https://ofi-invest-lux.com/policies-and-documents. The link is only available in English. Ofi Invest Lux may decide to stop marketing this Sub-Fund in accordance with applicable legislation.
This advertising communication gives no assurance of the suitability of the products or services presented to the investor's situation or objectives and does not constitute a recommendation, advice or offer to purchase the financial products mentioned. Ofi Invest Asset Management accepts no liability for any loss or damage arising from the use of any or all of the information contained herein. Global Fund – Ofi Invest Act4 Positive Economy is a Sub-fund of the Luxembourg SICAV Global Fund of Ofi Invest Lux (10-12, boulevard Roosevelt - L-2450 Luxembourg - Luxembourg). Ofi Invest Asset Management is the fund manager by delegation.
Before investing in any of the funds presented in this advertisement, investors are strongly advised, without relying exclusively on the information provided in this advertisement, to analyze all the characteristics of the product presented, their personal situation, and the benefits and risks involved, in order to determine the amount that is reasonable to invest. The value of an investment in the markets can fluctuate both upwards and downwards, and can be affected by changes in exchange rates. Depending on the economic situation and market risks, no guarantee is given that the products or services presented will achieve their investment objectives. Past performance is no guarantee of future performance.
The Key Information Document (KID) and the prospectus in English are offered to subscribers prior to subscription and are given to them on subscription. They are also available at www.ofi-invest-am.com. These documents, together with the latest available financial statements, are available to the public on request from Ofi Invest Asset Management.