Alter equity 3P III
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 9 of Regulation (EU) 2019/2088: Product with sustainable investment as its objective
Sustainability strategies used
Integration
Integration
Exclusion
Exclusion
Norms & standards
Norms & standards
Impact
Impact
Engagement
Engagement
However, following this strategy as the only additional strategy is not sufficient.
For investments in the fossil fuel sector, engagement is mandatory.
Charity
Charity
However, following this strategy as the only additional strategy is not sufficient.
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? |
- The information on this website is merely intended to help investors understand how financial products that have been awarded the “Towards Sustainability”label apply the requirements of the Towards Sustainability label to certain financial products.
- The information on this website is no marketing material and some of the products might not be registered for public distribution in Belgium.
- The information on this website does not constitute an invitation to invest in the financial products referred on this website. Persons considering investing in those financial products should refer to the website of the manufacturer of the product and consult all relevant product information and documents before doing so. They should also consider whether the relevant products are suitable for them, given their knowledge and experience, their financial situation and their investment objectives and needs.
- The information on this website is not intended to provide any personal advice or recommendation (including but not limited to financial, investment, tax, accounting or legal advice).
- The information on this website is for information purposes only and is not intended to constitute, and should not be construed as, an offer to sell or a solicitation of any offer to buy the financial products, especially not in jurisdictions where to do so would constitute a violation of the relevant law.
- The release, publication or distribution of the materials on this website in certain jurisdictions may be restricted by law. Persons in such jurisdictions into which they are released, published or distributed, should inform themselves about, and observe, such restrictions.
- Note that not all products are offered to retail clients in Belgium.
- The information on this website is based on information received from the product manager and on external data sources. The information on this website will be updated from time to time. No investment decisions should be based relying only on the information on this website.