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DNCA Invest Sustain Alterosa

Commercial documents

PDFProduct sheet PDFMonthly report PDFPortfolio Inventory PDFArticle 29 report (French Energy and Climate Act)

Regulatory documents

PDFProspectusNew PDFKIID PDFAnnual report PDFSemi-Annual report PDFArticles of incorporation PDFNotice to shareholders PDFSustainability disclosure PDFPre-contractual disclosure PDFPeriodic SFDR reporting PDFConvocation to the Annual General Meeting

SRI documents

PDFResponsible investment policy PDFReport 2026 Article 29 of the energy and climate law PDFShareholder engagement and voting policy PDFEngagement Report and Voting Report 2025 PDFExclusion policy PDFDNCA Portfolio Trajectory (June 2021)PDFEfama stewardship code PDFPRI Report 2025 PDFPolicy for managing sustainability adverse impacts PDFCSR Report PDFSustainability risk management PDFEnvironmental pressures - Erosion of biodiversity & climate change PDFCarbon footprint PDFCost of capital & ABA scores PDFInternal Taxonomy framework (ABA)PDFMutual funds factsheet - Report 2025 Article 29 of the energy and climate law PDFSRI Label Standards PDFEnvironmental policy PDFESG Rating Methodology

Ratings methodology

The information presented above is neither a contractual element nor investment advice. Past performance is not a reliable indicator of future performance. For complete information, please read the prospectus, the Key Information Documents and the other regulatory information available on this site.