KIS ACTIVESG

KIS ACTIVESG

KIS ActivESG is one of the first European-wide art.9 funds (SFDR) with a long/short ESG strategy.

The management style is active and dynamic and is mainly based on fundamental analysis with a bottom-up approach to both ESG and financial variables. The investment process is transparent, able to select, for each sector, the securities based on fundamental assessments integrated with ESG criteria.

The management team has developed a proprietary internal model capable of analyzing different ESG parameters for each sector. Based on this model:

– companies with the worst ESG rating within each industry sector will not be invested in the long portfolio;
– companies with the best ESG rating within each industry sector will not be invested in the short portfolio.

Kairos’ consolidated expertise in flexible management methodologies allows it to offer the market a distinctive solution.

The main objective of the management is sustainable investment, i.e. the reduction of exposure to carbon emissions in order to achieve climate change mitigation, consistent with the long-term temperature objective of the Paris Agreement.

The investment portfolio is monitored every year to verify the achievement of the sustainable objective and the trend of the PAI (Principle Adverse Impact).


Recording date March 2023

Identity card

  • Category

    Flexible equity fund

  • Management style

    Long-short strategy with a bottom-up approach, based on fundamentals and on the integration of ESG criteria

  • Investment universe

    Focused on the European stock market, medium and large capitalization companies

  • Objective

    Reducing carbon emission exposure in order to achieve climate change mitigation, consistently with the long term temperature goal of the Paris Agreement

  • ESG Approach
    The Sub-Fund has a sustainable investment objective and, therefore, is subject to the disclosure obligation pursuant to art. 9 of Regulation (EU) 2019/2088. Further information is available in the Sustainability Disclosure section below and in the prospectus.
  • Level of risk
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SUSTAINABILITY DISCLOSURE

Sustainability-related disclosures

SUSTAINABILITY DISCLOSURE

Sustainability-related disclosures