CPR Invest - Education - I EUR - Acc/  LU1861294582  /

The investment objective is to outperform global equity markets over a long-term period (minimum of five years) with the intention of generating an indirect impact on the educational ecosystem, by investing in international equities contributing to education (initial and/or continuing training). In addition, the Compartment integrates Environmental, Social and Governance (E, S, and G) into the investment process. The investment strategy of the Compartment aims to select securities of companies involved in Educational Technology, School, College & University Administration, Student Accommodations, Education Financing, Content Production and Publishing, Publishers & Content production, Career Development/Recruitment, Educational Supplies & Services and all related activities. The Management Company takes a sustainable approach by excluding the following companies: - worst overall ESG scores , - worst scores for specific E, S and G criteria considered relevant to the educational ecosystem, - high ESG controversies, - worst impact measurement metrics At least 90% of portfolio stocks have an ESG score. The Management Company undertakes to ensure that the Compartment's ESG score is higher than the reference index or investment's universe after excluding at least 20% of stocks with the worst scores according to the ESG approach. The Compartment uses an approach that is both top-down (sector allocation) and bottom-up. The best-in-class approach does not exclude any sector of activity in principle. All economic sectors are therefore represented in this approach and the Compartment may therefore be exposed to some controversial sectors.

The investment objective is to outperform global equity markets over a long-term period (minimum of five years) with the intention of generating an indirect impact on the educational ecosystem, by investing in international equities contributing to education (initial and/or continuing training). In addition, the Compartment integrates Environmental, Social and Governance (E, S, and G) into the investment process.