BL - Sustainable Horizon

The fund invests at least 75% of its assets in high-quality companies with a stable competitive advantage, globally.
In addition to financial criteria, the selection process integrates environmental (E), social (S) and governance (G) factors. The investment strategy combines sustainability dimensions with BLI's Business-Like Investing approach:

1.  Implementation of exclusion criteria for activities exhibiting significant controversies.
2.  Quantitative screening based on MSCI's ESG ratings is used to assess the ESG performance of companies and to select  those with a superior profile.
3.  Construction of a themed segment within the portfolio comprising of companies contributing directly or
indirectly to the achievement of the United Nations’ Sustainable Development Goals (SDGs).

Impact targets have been set in terms of the portfolio’s environmental, social and governance performance.
These targets are monitored on a regular basis.

Fund Information
Asset ManagersBLI - Banque de Luxembourg Investments S.A.
Open / ClosedOpen for investments
Asset ClassEquity Funds
Fund Launch1993
DomicileLuxembourg SICAV
ISIN CodeLU0093570173(EUR B-class)
Management Fees1.25%
Cut-off12:00 CET
Key Investor Information (KIID)