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Le nouveau produit offre une exposition aux actions mondiales tout en intégrant une sélection solide sur la base de critères ESG

Vanguard lance aujourd’hui un nouvel Exchange Traded Fund («ETF») axé sur les thèmes de l’environnement, du social et de la gouvernance («ESG»). Le Vanguard ESG Global All Cap UCITS ETF est conçu pour constituer un élément de base pour des portefeuilles soucieux des enjeux ESG, et apporte une large diversification tout en intégrant une sélection solide sur la base de critères ESG.

Le Vanguard ESG Global All Cap UCITS ETF vise à reproduire l’indice FTSE Global All Cap Choice et permet une exposition aux actions mondiales. L’indice applique des critères pour exclure les sociétés actives dans l’armement, les énergies non renouvelables et les produits du vice, ainsi que des entreprises impliquées dans des controverses relatives aux principes du Pacte mondial des Nations unies. Le montant des frais courants (ongoing charges figure ou «OCF») s’élève à 0,24%.

Fong Yee Chan, responsable de la stratégie ESG pour l’Europe indique:

«Nos clients ont toute une série de préoccupations environnementales et sociales. Nombre d’entre eux font travailler leur argent de façon à atténuer certains risques liés aux enjeux ESG, à être en harmonie avec leurs valeurs et à répondre à leurs objectifs d’investissement. C’est pourquoi nous nous engageons à refléter notre approche large et nuancée des enjeux ESG dans notre offre de produits et tout au long de nos processus d’investissement, tout en équilibrant le potentiel de création de valeur à long terme pour nos investisseurs.»

Le Vanguard ESG Global All Cap UCITS ETF sera géré par le groupe Equity Index de Vanguard, qui gère plus de 4 800 milliards de dollars d’actifs à travers le monde et s’appuie sur les perspectives et les connaissances variées de ses 57 membres.^[1]

Andreas Zingg, Directeur Suisse et Liechtenstein, a ajouté :

«Avec plus de 7 500 composants sous-jacents, le Vanguard ESG Global All Cap UCITS ETF offre à nos clients un accès véritablement diversifié à l’exposition aux actions, filtrées selon des critères environnementaux, sociaux et de gouvernance, par le biais d’un seul ETF. Cela souligne encore plus le fait que l’ETF Vanguard ESG Global All Cap UCITS s’aligne fondamentalement sur nos principes d’investissement de base et vise donc à aider les investisseurs à long terme conscients des facteurs ESG à accéder à des portefeuilles d’actions mondialement diversifiés pour les aider à atteindre leurs objectifs d’investissement, à un faible coût.»

Avec l’ajout de ce nouveau produit, la gamme de produits de Vanguard pour les investisseurs soucieux des enjeux environnementaux et sociaux est la suivante:

Nom du fonds	Domicile	Indice de référence	OCF[2]
Vanguard ESG Developed World All Cap Equity Index Fund	Irlande	FTSE Developed All Cap Choice Index	0,20%
Vanguard ESG Emerging Markets All Cap Equity Index Fund	Irlande	FTSE Emerging All Cap Choice Index	0,25%
Vanguard ESG Global All Cap UCITS ETF	Irlande	FTSE Global All Cap Choice Index	0,24%
Vanguard SRI European Stock Fund	Irlande	FTSE Developed Europe Index	0,14%
Vanguard SRI Euro Investment Grade Bond Index Fund	Irlande	Bloomberg Barclays EUR Non-Government Float Adjusted Bond Index	0,16%

Ces fonds privilégient, entre autres, les caractéristiques environnementales, sociales et de gouvernance, ou une combinaison de celles-ci. Ces fonds ont été classifiés comme conformes aux exigences de l’article 8 du règlement européen SFDR.

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Investment risk information:

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Some funds invest in emerging markets which can be more volatile than more established markets. As a result the value of your investment may rise or fall.

Investments in smaller companies may be more volatile than investments in well-established blue chip companies.

The funds may use derivatives in order to reduce risk or cost and/or generate extra income or growth. The use of derivatives could increase or reduce exposure to underlying assets and result in greater fluctuations of the Fund’s net asset value. A derivative is a financial contract whose value is based on the value of a financial asset (such as a share, bond, or currency) or a market index.

Some funds invest in securities which are denominated in different currencies. Movements in currency exchange rates can affect the return of investments. Some funds invest in emerging markets which can be more volatile than more established markets. As a result the value of your investment may rise or fall.

For further information on risks please see the “Risk Factors” section of the prospectus on our website at https://global.vanguard.com

Important Information:

Vanguard Investment Series plc has been authorised by the Central Bank of Ireland as a UCITS and has been registered for public distribution in certain EEA countries and the UK. Prospective investors are referred to the Funds’ prospectus for further information. Prospective investors are also urged to consult their own professional advisers on the implications of making an investment in, and holding or disposing shares of the Funds and the receipt of distributions with respect to such shares under the law of the countries in which they are liable to taxation.

The Manager of Vanguard Investment Series plc is Vanguard Group (Ireland) Limited. Vanguard Asset Management, Limited is a distributor for Vanguard Investment Series plc.

Vanguard Funds plc has been authorised by the Central Bank of Ireland as a UCITS and has been registered for public distribution in certain EEA countries and the UK. Prospective investors are referred to the Funds’ prospectus for further information. Prospective investors are also urged to consult their own professional advisers on the implications of making an investment in, and holding or disposing shares of the Funds and the receipt of distributions with respect to such shares under the law of the countries in which they are liable to taxation.

The Manager of Vanguard Funds plc is Vanguard Group (Ireland) Limited. Vanguard Asset Management, Limited is a distributor for Vanguard Funds plc.

For further information on the fund’s investment policy, please refer to the Key Investor Information Document (“KIID”). The KIID for this fund is available in local languages, alongside the prospectus via Vanguard’s website https://global.vanguard.com/.

The Indicative Net Asset Value (“iNAV”) for Vanguard’s ETFs is published on Bloomberg or Reuters.  Refer to the Portfolio Holdings Policy at https://global.vanguard.com/portal/site/portal/ucits-documentation for holdings information.”

Vanguard Group (Ireland) Limited has implemented the EU Sustainable Finance Disclosure Regulation (EU) 2019/2088 (“EU SFDR”), as appropriate. Vanguard has introduced an internal product classification framework that helps to identify whether certain Vanguard funds promote, among other characteristics, environmental and/or social characteristics, or whether a fund has sustainable investment as its objective. Vanguard also considers the degree to which sustainability risks are integrated into the investment decision making process. Statements explaining Vanguard’s approach to the integration of sustainability risk, including into its remuneration policy and a transition statement to support the consideration of Principal Adverse Indicators (this is the impact of its investment decisions on sustainability factors, commonly referred to PAI), will be available on the policy page of Vanguard’s global website.

For Dutch Investors

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For Swiss Investors

The Manager of Vanguard Funds plc is Vanguard Group (Ireland) Limited. Vanguard Investments Switzerland GmbH is a financial services provider, providing services in the form of purchase and sales according to Art. 3 (c)(1) FinSA. Vanguard Investments Switzerland GmbH will not perform any appropriateness or suitability assessment. Furthermore, Vanguard Investments Switzerland GmbH does not provide any services in the form of advice. Vanguard Funds plc has been authorised by the Central Bank of Ireland as a UCITS. Prospective investors are referred to the Funds’ prospectus for further information. Prospective investors are also urged to consult their own professional advisors on the implications of making an investment in, and holding or disposing shares of the Funds and the receipt of distributions with respect to such shares under the law of the countries in which they are liable to taxation.

Vanguard Funds plc has been approved for offer in Switzerland by the Swiss Financial Market Supervisory Authority (FINMA). The information provided herein does not constitute an offer of [Vanguard Investment Series plc/Vanguard Funds plc]* in Switzerland pursuant to FinSA and its implementing ordinance. This is solely an advertisement pursuant to FinSA and its implementing ordinance for Vanguard Funds plc. The Representative and the Paying Agent in Switzerland is BNP Paribas Securities Services, Paris, succursale de Zurich, Selnaustrasse 16, 8002 Zurich. Copies of the Articles of Incorporation, KIID, Prospectus, Declaration of Trust, By-Laws, Annual Report and Semiannual Report for these funds can be obtained free of charge from the Swiss Representative or from Vanguard Investments Switzerland GmbH via our website https://global.vanguard.com/.

The Manager of Vanguard Investment Series plc is Vanguard Group (Ireland) Limited. Vanguard Investments Switzerland GmbH is a financial services provider, providing services in the form of purchase and sales according to Art. 3 (c)(1) FinSA . Vanguard Investments Switzerland GmbH will not perform any appropriateness or suitability assessment. Furthermore, Vanguard Investments Switzerland GmbH does not provide any services in the form of advice. Vanguard Investment Series plc has been authorised by the Central Bank of Ireland as a UCITS. Prospective investors are referred to the Funds’ prospectus for further information. Prospective investors are also urged to consult their own professional advisors on the implications of making an investment in, and holding or disposing shares of the Funds and the receipt of distributions with respect to such shares under the law of the countries in which they are liable to taxation.

Vanguard Investment Series plc has been approved for offer in Switzerland by the Swiss Financial Market Supervisory Authority (FINMA). The information provided herein does not constitute an offer of Vanguard Investment Series plc in Switzerland pursuant to FinSA and its implementing ordinance. This is solely an advertisement pursuant to FinSA and its implementing ordinance for [Vanguard Investment Series plc/Vanguard Funds plc]*. The Representative and the Paying Agent in Switzerland is BNP Paribas Securities Services, Paris, succursale de Zurich, Selnaustrasse 16, 8002 Zurich. Copies of the Articles of Incorporation, KIID, Prospectus, Declaration of Trust, By-Laws, Annual Report and Semiannual Report for these funds can be obtained free of charge from the Swiss Representative or from Vanguard Investments Switzerland GmbH via our website https://global.vanguard.com/Vanguard Asset Management, Limited only gives information on products and services and does not give investment advice based on individual circumstances. If you have any questions related to your investment decision or the suitability or appropriateness for you of the product[s] described in this document, please contact your financial adviser.”

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