Shareholder Impact

Financial strategy

The Phitrust Active Investors Europe Fund invests in equities of European listed companies of small, medium and large market capitalisation. The portfolio is made up of at least 90% of Eurozone equities. The Fund’s objective is to outperform the DJ Eurostoxx dividends reinvested index by selecting companies seeking a positive environmental and societal impact.

The methodology for quantitative management of extra-financial information processing is done in three stages:

1. the determination of the key impact indicators for the range of companies,

2. the analysis and quantification of these impact criteria,,

3. a strategic allocation that leads to the over/underweighting of each mutual fund security and the selection of an optimal portfolio.

Extra-financial strategy

The selected companies must adhere to key impact criteria, evidence of their commitment to being a strong positive contributor to people and the planet, such as membership in the UN Global Compact, a good appreciation of their environmental policy through the Carbon Disclosure Project (CDP), societal impact initiatives targeted at disadvantaged populations, etc. The companies must also commit to the United Nations Sustainable Development Goals (SDGs) and their activities must play a significant role.

Monitoring these impact indicators and controversial issues within the ESG environmental, social and governance areas allows us to have a constructive dialogue with the companies to whom we propose ESG improvements that will have a real impact on their sustainability, the creation of value and therefore ultimately on the rise of their share price.