A fundamental Small/Micro Cap Eurozone management combining financial and extra-financial criteria
Article 8 SFDR
(in the process of being validated)
Abacus process DNA
The third step consists of the extra-financial analysis of the stocks, integrating environmental, social, societal and governance ESG criteria, controversy indicators and impact analysis.
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Abacus Discovery is a sub-fund of the Placeuro SICAV in Luxembourg, composed of small-cap stocks from countries in the Eurozone, selected for their fundamental qualities. These “Small/Micro” companies, whose capitalisation does not exceed €2 billion at the time of their acquisition in the portfolio, are selected through a rigorous and transparent process, Abacus, in complete independence from stock market indices. This proprietary methodology allows us to aim for a better risk-adjusted performance. This fund is eligible for PEA. The benchmark is the Eurostoxx Small NR.
The Abacus Discovery sub-fund adopts a comprehensive extra-financial strategy, in line with Article 8 of the Disclosure Regulation, with an in-depth analysis of ESG risks and impacts, greenhouse gas emissions, scope 1,2,3. The sub-fund adopts a “Best-in-Universe” approach, investing in the highest rated companies regardless of their sector of activity, with a preference for sectors considered more virtuous. The sub-fund adopts normative and sector exclusions in order to avoid investing in models with a high potential for negative impact and controversy.
Normative and sectoral exclusions
ESG analysis based on dual materiality
Positive impact measurement
Best in Universe
Analysis of greenhouse gas emissions