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.

100.21

VL €

( part I )

100.22

VL €

( part R )

AUM : 16.12 M€
11/07/2024

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

Nos autres
fonds

Pergam Active Dividend
Une orientation européenne et un taux de distribution élevé.

Pergam Best Holdings
Investir dans des holdings cotées au track-record éprouvé

Software Conviction Fund
Un portefeuille diversifié d’actions dans un secteur à haut potentiel

Lauxera HealthTech
La HealthTech regroupe les sociétés du secteur médical en croissance forte

Amel HERRERA

Reception

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

Amel holds a BTS in accounting.

Welcome to the Pergam website

This site is an information site with the objective of presenting Pergam’s portfolio management activity as well as the main characteristics of its UCIs and services. It does not constitute a canvassing activity, an offer of securities or a public offering.

Access to the products and services presented on the site may be subject to restrictions with regard to certain persons, and in particular non-professional clients in accordance with the provisions of Article L.533 of the French Monetary and Financial Code and Directive 2004/39/EC on markets in financial instruments, or certain countries, and in particular with regard to investors in the United States who are subject to specific legislation. In addition, the products and services presented on this site may only be purchased in jurisdictions where they are authorised to be marketed and promoted.

If you are interested in any of the services or UCIs presented on this site, we advise you to ensure that you are legally entitled to subscribe to them. The information on the site is provided for information purposes only and does not release the user from undertaking additional and personalised analysis.

This site, and all the information presented on it, are governed by French law. Certain laws prohibit or restrict access to this site. We therefore ask you to ensure that you are legally entitled to connect to it in the country from which the connection is made.

To return to the home page of this site, click ‘Continue’.