Abacus Credit Impact
A sustainable impact bond fund classified Article 9 SFDR
Article 9 SFDR
Investment objective
Abacus Credit Impact is a euro-denominated bond FCP, classified as Article 9 under SFDR. The fund’s objective is to invest in bonds with environmental and/or social sustainability impacts, whilst seeking performance over the recommended investment horizon.
It comprises issuers of all capitalisations whose bonds are aligned with the International Capital Market Association (ICMA) standards: Green, Social, Sustainability and Sustainability-Linked Bonds. These securities, chosen for their fundamental qualities, are selected through our proprietary Abacus methodology, with the aim of delivering better risk-adjusted performance.
Extra-financial analysis is fully integrated into the investment process, based on a double materiality approach (financial and impact). It values corporate transparency and, where necessary, the management team engages in active shareholder dialogue to support companies’ progress on sustainability.
To limit risks and adverse impacts, the fund applies reinforced norm-based and sector exclusions, going beyond the Paris-Aligned Benchmark requirements — notably on fossil fuels. It combines this with a Best-in-Universe approach, favouring the highest-rated issuers, regardless of their sector.
The fund targets an ESG rating higher than that of its investment universe after application of the Best-in-Universe approach, a sustainability analysis coverage ratio above 90%, and a minimum of 80% of sustainable investments within the meaning of SFDR, measured by the bonds’ compliance with ICMA principles.
Performance chart
Base 1,000 from 22/12/2023, the date on which the portfolio became more than 50% invested.
Performance table
| Data as of 22/06/2026 | |||||
| YTD | 2025 | 2024 | Since constitution | Sinces creation | |
| Abacus Credit Impact | 0.5 % | + 3.3 % | + 5.4 % | + 9.6 % | + 10.6 % |
| Bloomberg Euro Aggregate 5-7 | 1.0 % | + 3.5 % | + 5.2 % | + 9.9 % | + 16.1 % |
Performance figures are net of management fees.
Past performance is not indicative of future performance.
Our ESG approach
The Fund implements a committed investment strategy, selecting bonds that finance projects with a strong social, environmental or sustainable impact. It favours issues aligned with ICMA international standards: Green Bonds, Social Bonds, Sustainability Bonds and Sustainability-Linked Bonds, while also drawing on its in-house expertise to identify complementary opportunities with solid sustainability characteristics. At the same time, particular attention is paid to the quality and practices of issuers, to ensure their overall commitment to sustainability and responsibility.
Exclusion policy
Application of sector and norm-based exclusions
Best-in-Universe approach
Exclusion of the 20% lowest-rated companies in the universe
Sustainable investment
At least 80% of net assets must be sustainable
ESG rating
Higher than that of the universe
Green bonds
Social bonds
Sustainability bonds
Sustainability linked bonds
Sustainability profile of the portfolio
Characteristics
Legal form
French FCP (UCITS-coordinated fund)
Inception date
10/11/2023
Reference currency
EUR
Valuation
Daily – 12 noon cut-off (D)
Recommended investment horizon
> 5 years
Risk level (SRI)
2 out of 7
Benchmark index
Bloomberg Euro Aggregate 5-7
Depositary
Crédit Industriel et Commercial (CIC)
ISIN code – I share / SI share
FR001400FT55 / FR001400FT63
Bloomberg code – I share / SI share
BBG01K9HC398 / BBG01K9HD6X3
Income allocation
Accumulation
SFDR classification
Article 9
Documents to download
Regulatory documents
Marketing documents
Fees
| Entry fees | 1.50 % max. |
| Exit fees | 1 % max. |
| Fixed management fees – I share | 0.75% incl. taxes max. |
| Fixed management fees – SI share | 0.65% incl. taxes max. |
| Performance fee* | 20% incl. taxes |
* 20% of the outperformance of the NAV relative to the Bloomberg Euro Aggregate Corporate 5-7 Year (I share: index + 10 bps; SI share: index), above the high water mark.
Platform availability
Référencement
The team
Chief Investment Officer and Partner
Head of ESG
Financial Analyst
Financial Analyst
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