AVEC LE VANGUARD ESG GLOBAL ALL CAP UCITS ETF, VANGUARD DÉVELOPPE SA GAMME DE PRODUITS ESG

13 avril 2021

Photo © Vanguard

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

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 fondsDomicileIndice de référenceOCF[2]
Vanguard ESG Developed World All Cap Equity Index FundIrlandeFTSE Developed All Cap Choice Index0,20%
Vanguard ESG Emerging Markets All Cap Equity Index FundIrlandeFTSE Emerging All Cap Choice Index0,25%
Vanguard ESG Global All Cap UCITS ETFIrlandeFTSE Global All Cap Choice Index0,24%
Vanguard SRI European Stock FundIrlandeFTSE Developed Europe Index0,14%
Vanguard SRI Euro Investment Grade Bond Index FundIrlandeBloomberg Barclays EUR Non-Government Float Adjusted Bond Index0,16%

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.

Retrouvez l’ensemble de nos Communiqués ici

Disclaimers:

This press release is issued for journalists in their professional capacity. The information contained herein does not constitute an offer or solicitation and may not be treated as an offer or solicitation in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so.

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

The fund(s) referred to in this document are listed in the AFM register as defined in section 1:107 Dutch Financial Supervision Act (Wet op het financieel toezicht). For details of the Risk indicator for each fund listed in this document, please see the fact sheet(s) which are available from Vanguard via our website https://www.vanguard.nl/portal/instl/nl/en/product.html

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.”

London Stock Exchange Group companies include FTSE International Limited (« FTSE »), Frank Russell Company (« Russell »), MTS Next Limited (« MTS »), and FTSE TMX Global Debt Capital Markets Inc. (« FTSE TMX »). All rights reserved. « FTSE® », « Russell® », « MTS® », « FTSE TMX® » and « FTSE Russell » and other service marks and trademarks related to the FTSE or Russell indexes are trademarks of the London Stock Exchange Group companies and are used by FTSE, MTS, FTSE TMX and Russell under license. All information is provided for information purposes only. No responsibility or liability can be accepted by the London Stock Exchange Group companies nor its licensors for any errors or for any loss from use of this publication. Neither the London Stock Exchange Group companies nor any of its licensors make any claim, prediction, warranty or representation whatsoever, expressly or impliedly, either as to the results to be obtained from the use of the FTSE Indexes or the fitness or suitability of the Indexes for any particular purpose to which they might be put.

BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. BARCLAYS® is a trademark and service mark of Barclays Bank Plc, used under license. Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited (« BISL ») (collectively, « Bloomberg »), or Bloomberg’s licensors own all proprietary rights in the Bloomberg Barclays Indices.

The products are not sponsored, endorsed, issued, sold or promoted by “Bloomberg or Barclays”. Bloomberg and Barclays make no representation or warranty, express or implied, to the owners or purchasers of the products or any member of the public regarding the advisability of investing in securities generally or in the products particularly or the ability of the Bloomberg Barclays Indices to track general bond market performance. Neither Bloomberg nor Barclays has passed on the legality or suitability of the products with respect to any person or entity. Bloomberg’s only relationship to Vanguard and the products are the licensing of the Bloomberg Barclays Indices which are determined, composed and calculated by BISL without regard to Vanguard or the products or any owners or purchasers of the products. Bloomberg has no obligation to take the needs of the products or the owners of the products into consideration in determining, composing or calculating the Bloomberg Barclays Indices. Neither Bloomberg nor Barclays is responsible for and has not participated in the determination of the timing of, prices at, or quantities of the products to be issued. Neither Bloomberg nor Barclays has any obligation or liability in connection with the administration, marketing or trading of the products.

Issued in EEA by Vanguard Group (Ireland) Limited.

Issued by Vanguard Investments Switzerland GmbH.

© 2021 Vanguard Group (Ireland) Limited. All rights reserved.

© 2021 Vanguard Investments Switzerland GmbH. All rights reserved.

 

Recommandé pour vous