Attijari Valeurs ESG
Attijari Valeurs ESG aims to achieve better financial and extra-financial (ESG) performance than its index. To do so, the fund adopts a "Best in Class" approach consisting of selecting the companies with the best ESG scores within their sector (top 50%), while presenting a solid financial structure in order to optimize the long-term expected return.
| ISIN Code | Classification | Benchmark index |
| MA0000042137 | Equity | MASI.ESG 15 |
| NAV Calculation frequency | Recommended investment period | Eligible PEA |
| Weekly | Over 5 years | No |
For who ?
For investors looking for an equity investment committed to having a positive environmental and social footprint while benefiting from an attractive long-terme performance
For what ?
An optimal equity ivestment solution fot clients willing to enhance their capital in return for controlled long-term risk.
A rigorous selection of companies enjoying both a good ESG score within their score, but also solid financial fundamentals and promising prospects.
A rigorous portfolio management process back by Wafa Gestion's recognized financial, technical and economic expertise.
How does it work ?
Wafa Gestion filters and selects, based on ESG scores and in-depth financial analysis, companies that optimize the fund's ESG profile as well as long-term expected return.
Wafa Gestion monitors and seeks to anticipate economic events and movements that could impact the equity market and therefore the portfolio.
Fund Key Figures
Performance YTD
Millions de dirhams d’encours sous gestion
Valeur Liquidative
Return and Risk profile
A numerical scale, graduated from 1 for the lowest risk, to 7 for the highest risk, with the understanding that the lowest risk category (level 1) does not mean "no risk".
