AG Life Sustainable Equities Pension
General info
SFDR disclosure informationSFDR disclosure information
The EU Sustainable Finance Disclosures (SFDR) regulation requires disclosure about the proportion of sustainable investments, investments aligned with environmental or social characteristics, and other assets in the portfolio
Source: Morningstar/Sustainalytics or product manager
SFDR disclosure information
Source: Morningstar/Sustainalytics or product manager
Data not yet available
Product discloses in line with Article 8 of Regulation (EU) 2019/2088: Product promoting environmental or social characteristics
Sustainability strategies used
Integration
Integration
Exclusion
Exclusion
Norms & standards
Norms & standards
Beating benchmark
Beating benchmark
Engagement
Engagement
However, following this strategy as the only additional strategy is not sufficient.
For investments in the fossil fuel sector, engagement is mandatory.
Exposure to controversial sectorsExposure to controversial sectors
The score of the product (little triangle) in comparison to the average score of the product category (line with dot)
Exposure to controversial sectors
Tobacco
Data not yet available
In % of the portfolio.
Tobacco
Source: Morningstar/Sustainalytics
Weapons
Data not yet available
In % of the portfolio.
Weapons
Source: Morningstar/Sustainalytics
Controversial weapons
Data not yet available
In % of the portfolio.
Controversial weapons
Source: Morningstar/Sustainalytics
Coal
Data not yet available
In % of the portfolio.
Coal
Source: Morningstar/Sustainalytics
Arctic Oil and Gas Exploration
Data not yet available
In % of the portfolio.
Arctic Oil and Gas Exploration
Source: Morningstar/Sustainalytics
Oil Sands Extraction
Data not yet available
In % of the portfolio.
Oil Sands Extraction
Source: Morningstar/Sustainalytics
Conventional oil & gas production
Data not yet available
In % of the portfolio.
Conventional oil & gas production
Source: Morningstar/Sustainalytics
Non-renewable energy generation
Data not yet available
In % of the portfolio.
Non-renewable energy generation
Source: Morningstar/Sustainalytics
Nuclear energy generation
Data not yet available
In % of the portfolio.
Nuclear energy generation
Source: Morningstar/Sustainalytics
Adverse impact indicatorsAdverse impact indicators
The score of the product (little triangle) in comparison to the average score of the product category (line with dot)
Adverse impact indicators
Corporates
Carbon footprint
Data not yet available
In tonnes per million EUR.
Carbon footprint
Source: Morningstar/Sustainalytics
GHG intensity
Data not yet available
In tonnes per million EUR.
GHG intensity
Source: Morningstar/Sustainalytics
Fossil fuel involvement
Data not yet available
In % of the portfolio.
Fossil fuel involvement
Source: Morningstar/Sustainalytics
Non-renewable energy consumption
Data not yet available
In % of the portfolio.
Non-renewable energy consumption
Source: Morningstar/Sustainalytics
Negative effect on biodiversity
Data not yet available
In % of the portfolio.
Negative effect on biodiversity
Source: Morningstar/Sustainalytics
Emissions to water
Data not yet available
In tonnes per million EUR.
Emissions to water
Source: Morningstar/Sustainalytics
Water withdrawal Intensity
Data not yet available
In m3 per million USD.
Water withdrawal Intensity
Source: Morningstar/Sustainalytics
Hazardous waste
Data not yet available
In tonnes per million EUR.
Hazardous waste
Source: Morningstar/Sustainalytics
UNGC principles/ OECD guidelines violations
Data not yet available
In % of the portfolio.
UNGC principles/ OECD guidelines violations
Source: Morningstar/Sustainalytics
Gender pay gap
Data not yet available
In %.
Gender pay gap
Source: Morningstar/Sustainalytics
Female board members
Data not yet available
In % of female board members of the underlying holdings.
Female board members
Source: Morningstar/Sustainalytics
Sovereigns
Carbon intensity
Data not yet available
In % of the portfolio.
Carbon intensity
Source: Morningstar/Sustainalytics
Social violations
Data not yet available
In number of countries.
Social violations
Source: Morningstar/Sustainalytics
Sustainability impact
Impact themesImpact themes
The percentage of the long only portfolio that is exposed to corporations that make any revenue (>0%) from these 5 impact themes.
Source: Morningstar/Sustainalytics
Impact themes
Source: Morningstar/Sustainalytics
Data not yet available
Top 3 SDGsTop 3 SDGs
The 3 UN Sustainable Develeopment Goals (SDGs) to which the long only portfolio has the highest involvement, measured by exposure to corporations that make any revenue from the SDG
Source: Morningstar/Sustainalytics
Top 3 SDGs
Source: Morningstar/Sustainalytics
Data not yet available
EU TaxonomyEU Taxonomy
If data is available, the bar above shows the performance of the product (little triangle arrow) in comparison to the average performance of the product category (line).
EU Taxonomy
EU Taxonomy alignment
Data not yet available
In % of the portfolio.
EU Taxonomy alignment
Source: Morningstar/Sustainalytics or product manager
Other portfolio details
Question | Answer |
---|---|
Can derivatives be used in the portfolio management? | |
Does the portfolio contain use-of-proceeds instruments? | |
Can the product practice securities lending? | |
Does the product practice short selling? | |
Does the product invest in unlabelled underlying products? |
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