Oblig Impact 2029

The combination of PERGAM’s bond management know-how and Philippe Hottinguer Gestion’s ESG expertise has resulted in a target maturity fund: Oblig Impact 2029 – Sfdr 9

The fund's objective is to invest in euro-denominated bonds to take advantage of actuarial returns while integrating environmental, social and governance (ESG) criteria, thereby supporting sustainable and responsible practices.

Investment policy

The fund, maturing in 2029, will be managed using a Buy & Watch strategy.

Two complementary specialists:
A collaboration based on complementary expertise:
• Specialized teams dedicated to ESG research,
• Experienced fund managers supported by a multidisciplinary team.

Investment process:
A selection of euro-denominated bonds from a sustainable universe based on:
• Sustainability analysis and measurement of SDG impact of issuers and their bonds,
• Credit analysis of issuers,
• Minimum 60% Investment Grade.

Sustainable finance:
Oblig Impact 2029 is an article 9 SFDR fund that finances:
• Energy efficiency,
• Circular economy,
• Innovative technologies,
• Social projects.


VL €

( part I )


VL €

( part R )

AUM : 16.12 M€

La publication de la performance sera effective le 1er juillet 2025

La composition sera publiée à partir du 1er août 2024

Importante information : the figures quoted relate to past years and past performance is not a reliable indicator of future performance. They are not constant over time and not guaranteed. The fund may not be suitable for all investors. The risks and costs associated with investing in the fund are described in the KIID (key investor information presentation) and in the prospectus, which can be downloaded from the website www.pergam.net. Pergam invites the persons concerned to read them. The KIID must be given to the investors prior to subscription. The tax treatment depends about each client and may be modified subsequently Source: Bloomberg Index Services Limited. BLOOMBERG® and the indices referenced herein (the “Indices”, and each such index, an “Index”) are service marks of Bloomberg Finance L.P. and its affiliates (collectively “Bloomberg”) and/or one or more third-party providers (each such provider, a “Third-Party Provider,”) and have been licensed for use for certain purposes to PERGAM SAS (the “Licensee”). To the extent a Third-Party Provider contributes intellectual property in connection with the Index, such third-party products, company names and logos are trademarks or service marks, and remain the property, of such Third-Party Provider. Bloomberg or Bloomberg’s licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg’s licensors, including a Third-Party Provider, approves or endorses this material, or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither Bloomberg nor Bloomberg’s licensors, including a Third-Party Provider, shall have any liability or responsibility for injury or damages arising in connection therewith

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Amel joined PERGAM in 2021 after 8 years of experience in the field of customer care.

Amel holds a BTS in accounting.

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