Candriam Sustainable Medium

Belfius
General
Type: 
Mutual Fund
Allocation of contributions: 
Investments balanced between equities and bonds
Distributors: 
Candriam, Belfius
Manager: 
Candriam
Sustainability Profile

The contributions allocated to this product shall be used by the manager to finance companies and governments through investments or the provision of loans. In managing this product

the impact on the environment, people and society and the good governance is taken into account in the selection of these companies and governments
the way they comply with the 10 sustainability principles of the United Nations (principles about human rights, labour rights, environment and anti-corruption) is also taken into account
the armaments industry is excluded

Sustainability strategies

In the management of this product the following methods are used to implement its sustainable character:

  • Excluding certain controversial activities
  • Selecting the best companies/countries of a class
  • Screening based on international standards
  • Taking into account non-financial criteria
  • Engaging in a dialogue with companies and exercising voting rights

Controversial activities

In the management of this product the following policies are used regarding issues around which a public debate exists:

Legend

  Investments or granting of loans are never possible
  Investments or granting of loans are only possible under very strict conditions
If nothing is mentioned for an activity, this means that a) the manager has no explicit policy on this issue and investments or the granting of loans could be possible, or b) this activity is not relevant for the portfolio
Companies in the armaments industry
Companies involved in the production of nuclear energy
Companies involved in the extraction of coal
 
Companies involved in the extraction of shale gas
 
Companies involved in the processing of oil sands
 
Companies involved in the production of tobacco
Companies involved in the production of alcohol
Companies involved in the production of adult content
Companies involved in the organisation of gambling products or services
Companies involved in the processing of fur
Companies involved in the production of genetically modified organisms (GMO)
Companies inolved in the production of palm oil
Companies involved in the production of wood pulp

 
Companies using animal testing
Companies implementing a policy of landgrabbing
Companies operating in countries with oppressive regimes
Government securities of countries where an oppressive regime is in power
Government securities of countries where the death penalty is carried out
 
Forward contracts on agricultural commodities
 
Supervision & Transparency

External supervision

  • By an independent research institute specialized in sustainability
  • By an independent advisory committee composed of sustainability experts
  • As part of the general annual audit of the investments or credit policy

Transparency

The manager of this product is transparent about his policies and processes, in line with the principles of the Eurosif SRI Transparency Code.
Additional supporting documents about the sustainability of the product are available on the manager's or the distributor's website.
More information

For additional information, supporting documents and any questions, please contact the following website or use the contact form.