Greenfin Funds certified by Novethic

Introduction

Discrover the investment funds that have obtained the Greenfin label with Novethic, the leading expert in the assessment of sustainable and green finance pratices.

Created by the French Ministry for Ecology and Inclusive Transition, the Greenfin label guarantees the green quality of investment funds.







CERTIFIED FUNDS
4 bn
AUM


HSBC EE Actions Europe Transition Verte

HSBC GLOBAL AM

HSBC EE Actions Europe Transition Verte is a feeder fund of the HSBC Europe Equity Green Transition fund (awarded with the Greenfin label). The master fund invests at least 75% of its assets in stocks of companies whose activities are linked the ecological and energy transition.

December 2019

SCHRODER ISF GLOBAL ENERGY TRANSITION

SCHRODERS

The investment strategy of the Schroder ISF Global Energy Transition fund is focused on a selection of companies that are considered to be drivers of the transition in the energy sector. Investments are made in five main sectors such as transmission and distribution or renewable energy equipment, providing exposure to the entire energy value chain. The portfolio is composed of 30 to 50 stocks, selected on a best-in-class approach.

December 2019

INFRAGREEN IV

RGREEN INVEST

InfraGreen IV’s investment strategy focuses on infrastructure projects related to the ecological and climate transition (mainly in renewable energies and related technologies). It invests in equities and quasi-equities, mostly in ready-to-build projects and projects already in operation. RGreen Invest had previously obtained the Greenfin label for its two InfraGreen II & III funds

September 2019

NN Green Bond Short Duration

NN IP

The fund replicates the investment strategy and portfolio of the NN Green Bond fund, awarded with the Greenfin label by Novethic in 2018. It invests in green bonds that offer measurable positive environmental impact and whose issuers are screened according to an in-house methodology. In addition, the fund is managed with a short duration hedging strategy in order to lower the interest rate risk..

September 2019

LBPAM ISR ACTIONS ENVIRONNEMENT

LBPAM

The investment strategy of the LBPAM ISR Actions Environnement Fund focuses on companies directly linked to six environmental solution themes. To maintain a diversified selection, none of these themes can represent more than 40% of the fund's assets. The portfolio is made up of European companies of all sizes.

September 2019

ECOFI AGIR POUR LE CLIMAT

ECOFI INVESTISSEMENTS

Ecofi Agir pour le Climat is a multi-asset fund invested in at least 60% in shares of European companies and up to 26,25% in green bonds issued by governments or companies located in Europe. Since late 2018, its environmental strategy has been focusing on financing the energy and environmental transition through a value selection process that prioritizes issuers within the field of eco-activities.

April 2019

LYXOR GREEN BOND (DR) UCITS ETF

LYXOR INTERNATIONAL AM

Launched in 2017, the Lyxor Green Bond (DR) UCITS ETF offers investors exposure to the investment grade green bond market. The fund seeks to replicate the performance of the EUR USD IG Index Solactive Green Bond index, which is composed of green bonds issued by supranational issuers, governments, public authorities, development banks and companies. It was the first ETF to obtain the TEEC label.

January 2019

PEARL INFRASTRUCTURE CAPITAL

EDMOND DE ROTHSCHILD PRIVATE EQUITY

PEARL Infrastructure Capital is a newly launched private equity fund. It aims to provide external financing adapted to internal environmental infrastructures of industrial counterparts or municipalities. All invested assets will generate environmental added value in terms of renewable energy, waste recovery and water management.

January 2019

 

 

HSBC EUROPE EQUITY GREEN TRANSITION

HSBC GLOBAL AM

The HSBC Europe Equity Green Transition fund was launched in 2018. It favors companies whose strategies promote long-term transformation of the energy and environmental model, and more generally promote energy transition. Its portfolio is composed of European equities (medium and large capitalisations) which allow and will allow the decarbonization of the economy.

January 2019

ZENCAP ENERGY TRANSITION DEBT III

ZENCAP AM

The Zencap Energy Transition Debt III fund was launched in 2018. With this third senior infrastructure debt fund, ZencapAM wants to highlight its contribution to the financing of the energy transition in Europe. It will mainly participate in the development of renewable energy projects.

January 2019

ALLIANZ GREEN BOND

ALLIANZ GLOBAL INVESTORS

The Allianz Green Bond fund was launched in 2015. Its environmental strategy is to invest mainly in the green bonds of companies engaged in a transition towards a less carbon-intensive business model. Allianz GI has developed its own eligibility grid and monitors environmental KPIs according to the projects financed by the green bonds in the portfolio.

November 2018

 

 

BRIDGE IV SENIOR

EDMOND DE ROTHSCHILD AM

Launched in early 2018, BRIDGE IV SENIOR is a Luxembourg based SICAV SIF structure managed by Edmond de Rothschild Asset Management. The fund will be investing with a further focus on Energy and Ecological Transition in all sub sectors of infrastructure in the EU and EA. It is reserved exclusively for professional investors.

May 2018

FMET

DEMETER PARTNERS

The FMET fund (Fonds de Modernisation Ecologique des Transports) aims to build a diversified portfolio of equity investments in companies to finance projects or infrastructure in the low-carbon public transport sector. The targeted amount of the fund's investment portfolio is €200m.

May 2018

NN (L) EURO GREEN BOND FUND

NN INVESTMENT PARTNERS

The NN Euro Green Bond fund was launched in March 2016 and intends to address climate change by participating in the transition to more sustainable investments. The strategy aims to ensure that the investments are truly green. For this purpose NN IP has developed its own in-house eligibility framework to assess the greenness of the bonds and use of proceeds. The fund manager also engages directly with issuers to foster best practices in terms of projects and reporting. The fund is actively managed with a focus on bond selection and performance.

March 2018

SCOR INFRASTRUCTURE LOANS III

SCOR INVESTMENT PARTNERS

The fund SCOR Infrastructure Loans III is a «Fonds Commun de Titrisation (FCT) » launched in early 2018. It invests in long-term debt aiming to fund infrastructure projects in support of the energy transition (for instance renewable energy, rail transport, energy recovery). The fund is exclusively reserved to professional investors.

January 2018

NEW ENERGY INVESTORS FUND III

IMPAX AM

The New Energy Investors Fund (NEF) III is a private equity fund managed by Impax Asset Management, a British pioneer in the field of green investments. The fund aims to invest €500m in 10 to 15 renewable energy projects in Europe. The fund is exclusively reserved to professional investors.

November 2017

CM-CIC GREEN BONDS

Crédit Mutuel AM

The fund CM-CIC Green Bonds, created in June 2017, is intended for a broad customer base keen to take action on improving the quality of the environment. It provides investors with an access to the rapidly growing green bonds market. Crédit Mutuel AM has defined its own analysis model integrating ESG criteria, to ensure a selection in accordance with the “Green Bonds Principles”.

October 2017

INFRAGREEN III

RGREEN INVEST

InfraGreen III invests in equity or quasi equity in renewable energy infrastructures located in France and all of the European Economic Area. InfraGreen III aims at having a positive environmental impact while contributing to the energy transition.

RGreen Invest had already been awarded the TEEC label for its second fund InfraGreen II in 2016.

June 2017

EIFFEL ENERGY TRANSITION

EIFFEL INVESTMENT GROUP

The AXA WF Planet Bonds fund has been launched end of 2015. It is mainly invested in Green Bonds. The investment approach of AXA IM is a combination of several steps: a qualitative environment assessment for each project, an ESG analysis of the issuer and, eventually, an evaluation of the financial characteristics of the bond.

November 2016

AXA WF GLOBAL GREEN BONDS

AXA IM

The AXA WF Planet Bonds fund has been launched end of 2015. It is mainly invested in Green Bonds. The investment approach of AXA IM is a combination of several steps: a qualitative environment assessment for each project, an ESG analysis of the issuer and, eventually, an evaluation of the financial characteristics of the bond.

January 2017

HGA OBLIGATIONS VERTES ISR

HUMANIS GESTION D'ACTIFS

Humanis Gestion d'Actifs’ HGA Obligations Vertes SRI fund invests in bonds from European local authorities and businesses with strong green credentials. The fund assesses the environmental impact of its investments, with a particular emphasis on CO2 avoidance and reduction.

September 2016

INFRAGREEN II

RGREEN INVEST

On June 28, 2016, RGreen Invest was awarded the TEEC certification for its second InfraGreen II fund, which invests in renewable infrastructure. Novethic’s auditors found that RGreen Invest was making a positive contribution to climate change and energy and ecological transition objectives.

June 2016

SYCOMORE ECO SOLUTIONS

SYCOMORE AM

Sycomore Eco Solutions received the first French Label for the Energy and Ecological Transition (TEEC label), awarded by Novethic on the 17th of May 2016. This European equity fund invests in companies whose business model, products, services or production processes are linked to the energy transition. It invests in ecological industries and companies that have already started their transition.

May 2016