Lyxor ETF befäster sin ledande position inom gröna obligationer med mer än 300 miljoner euro i förvaltat kapital

Lyxor är glada över att kunna meddela att Lyxor Green Bond (DR) UCITS ETF – Acc nu har mer än 300 miljoner euro i förvaltat kapital – vilket gör den till världens största ETF (börshandlade fond) inom gröna obligationer när det kommer till AUM (1). Detta understryker motståndskraften på ESG-marknaden för ETF:er under den volatilitet som har uppstått som en konsekvens av COVID-19-krisen.

Fonden lanserades i februari 2017 och följer Solactive Green Bond EUR USD IG index. ETF:n investerar i gröna investment grade obligationer (IG) utgivna i euro och amerikanska dollar. Dessa obligationer är emmiterade av överstatliga institutioner, myndigheter, företag, banker och utvecklingsbanker för att finansiera projekt eller tillgångar som är gynnsamma för miljön, såsom ren energi, energieffektiva byggnader, transport och vatten. Alla de gröna obligationerna som inkluderas i indexet är godkända oberoende av varandra av Climate Bonds Initiative. Emissionslikvidens användning måste gå till aktiviteter som omfattas av Climate Bond Taxonomy samt uppfylla kriterierna för Climate Bond Standards.

ETF:en fick i slutet av 2019 Greenfin-märket, som skapades av French Ministry of Ecological Transition and Solidarity för att certifiera investeringsfonders gröna meriter. Denna ETF symboliserar Lyxors pågående engagemang för att bekämpa klimatförändringarna, som senast förstärktes av lanseringen av det första klimatekosystemet för aktie-ETF:er utformat för att uppfylla Europeiska kommissionens standarder och som återspeglar ambitionerna i Parisavtalet.  Totalt förvaltar Lyxor ETF nu tillgångar motsvarande över 2 miljarder euro (2) i sitt ESG-sortiment.

COVID-19-krisen och volatiliteten på marknaden kunde ha fått investerare att ifrågasätta sin investeringsstrategi och sitt engagemang för ESG. Så blev dock inte fallet, snarare motsatsen. ESG-ETF:er hade inflöden motsvarande 1 miljard euro i Europa när marknaderna nådde botten i mars och hade attraherat över 10 miljarder euro i slutet av maj (3). Dessa investeringar följer inte kortsiktiga taktiska allokeringsmönster, utan tenderar istället att finnas inom de mer stabila delarna av portföljerna och återspegla de strukturella förändringar som påverkar alla typer av investerare.

Gröna obligationer i synnerhet lockar ett växande intresse från investerare som vill påskynda sin portföljs ekologiska omställning. Enligt Climate Bonds Initiative kan utfärdandet av gröna obligationer uppgå till 350 miljarder USD i slutet av 2020, en kraftig ökning från 257,7 miljarder USD 2019 (4).

François Millet, Head of ESG, Strategy and Innovation på Lyxor ETF, kommenterar: “På Lyxor tog vi för mer än tio år sedan beslutet att sätta socialt ansvarsfulla investeringar i centrum för vår investeringsstrategi. Vi är övertygade om att ETF:er kan hjälpa investerare att uppnå sina miljömål. ETF:er är till sin natur transparenta, enkla och faktabaserade – egenskaper som överensstämmer med ESG-prioriteringar. Vi är stolta över att en så innovativ produkt som vår Green Bond ETF har nått 300 miljoner euro i förvaltade tillgångar på tre år.”

Lyxor Green Bond UCITS ETF är noterad på på Stockholmsbörsen och de största europeiska börserna (5) och har en avgift på 0,25% på förvaltade tillgångar.

Presskontakt:
Lyxor International Asset Management
Stefano Bassi                      
Tel.: +33 1 58 98 69 72
Mobil: +33 6 14 51 92 56
E-mail: stefano.bassi@sgcib.com

(1) Källa: Lyxor International Asset Management, Bloomberg, per den 29/05/2020

(2) EUR 2.08 miljarder per den 22/05/2020. Källa: Lyxor International Asset Management, Bloomberg.

(3) Källa: Lyxor ETF Research.

(4) Källa: Climate Bonds Initiative per den 30/04/2020: https://www.climatebonds.net/

(5) Lyxor Green Bond (DR) UCITS ETF är noterad på Euronext, London Stock Exchange, Borsa Italiana, Xetra, OMX och BX Swiss.

Notes to editors:

Lyxor Asset Management Group ("the Lyxor group"), wholly-owned directly or indirectly by Societe Generale and composed notably of two subsidiaries (1) (2), is a European asset management specialist, an expert in all investment styles, active, passive and alternative. From ETFs to multi-management, with EUR 153.4 billion* under management and advisory, Lyxor group creates innovative investment solutions to meet the long-term challenges of managing savings. Thanks to its experts and its engineering tradition and research, Lyxor group combines search for performance and risk management.

(1) Lyxor Asset Management S.A.S. is approved by the «Autorité des marchés financiers» (French regulator) under the agreement # GP98019.

(2) Lyxor International Asset Management S.A.S. is approved by the «Autorité des Marchés Financiers» (French regulator) under the agreement # GP04024.

* Including EUR 22.6 billion assets under advisory. Equivalent of USD 166.8 billion in assets under management and advisory (including USD 24.6 billion assets under advisory) at the end of April 2020.

Lyxor International Asset Management : the original pioneers

Lyxor has been running ETFs since 2001, longer than any other European provider. Our pioneering spirit helped shape the market you know today.

We’ve become one of Europe’s largest (1), most liquid ETF managers. And our far-reaching range spans all asset classes, and includes some of the largest and best performing ETFs in Europe (2).

We now offer 200+ ways to explore markets. So, whether you’re seeking essential core index exposure or reaching out for more tactical opportunities in specific sectors or markets, we have the product to match. We also offer unique ESG and thematic exposures to help you prepare for a changing world. Wherever you roam, rest assured our quality charter means every fund meets the same meticulous standards.

(1) Lyxor International Asset Management, as at 31/12/2019.

(2) Bloomberg. Data over the period 31/12/2018-31/12/2019.

Disclaimer

It is each investor’s responsibility to ascertain that it is authorised to subscribe, or invest into the product detailed in this press release. Prior to investing in the product, investors should seek independent financial, tax, accounting and legal advice. Lyxor UCITS ETFs are French or Luxembourg open ended mutual investment funds respectively approved by the French Autorité des Marchés Financiers or by the Luxembourg Commission de Surveillance du Secteur Financier, and authorized for marketing of their units or shares in various European countries (the Marketing Countries) pursuant to the article 93 of the 2009/65/EC Directive. Lyxor International Asset Management SAS recommends that investors read carefully the “risk factors” section of the Lyxor UCITS ETFs prospectus and the “Risk and reward” section of the Key Investor Information Document (KIID). The prospectus in French for French Lyxor UCITS ETFs and in English for Luxembourg Lyxor UCITS ETFs and the KIID in the local languages of the Marketing Countries are available free of charge on www.lyxoretf.com or upon request to client-services-etf@lyxor.com.

Updated composition of the Lyxor UCITS ETFs investment portfolio is available on www.lyxoretf.com. Indicative net asset value is published on the Reuters and Bloomberg pages of the products, and might also be mentioned on the websites of the stock exchanges where the product is listed. The products are the object of market-making contracts, the purpose of which is to ensure the liquidity of the products on the exchange, assuming normal market conditions and normally functioning computer systems. Units of a specific Lyxor UCITS ETF managed by an asset manager and purchased on the secondary market cannot usually be sold directly back to the asset manager itself. Investors must buy and sell units on a secondary market with the assistance of an intermediary (e.g. a stockbroker) and may incur fees for doing so. In addition, investors may pay more than the current net asset value when buying units and may receive less than the current net asset value when selling them.

The Lyxor UCITS ETF including the one detailed in this press release include a risk of capital loss. The redemption value of these Lyxor UCITS ETF may be less than the amount initially invested. In a worst case scenario, investors could sustain the loss of their entire investment. There is no guarantee that the objective of any Lyxor UCITS ETF will be met. A Lyxor UCITS ETF may not always be able to replicate exactly the performance of the index.

The indexes and the trademarks used in this document are the intellectual property of index sponsors and/or its licensors. The indexes are used under license from index sponsors. The UCITS ETFs based on the indexes are in no way sponsored, endorsed, sold or promoted by index sponsors and/or its licensors and neither index sponsors nor its licensors shall have any liability with respect thereto. The indices referred to herein (the “Index”) are not sponsored, approved or sold by Société Générale or Lyxor International Asset Management SAS. Each of Société Générale and Lyxor International Asset Management SAS shall not assume any responsibility in this respect.  The accuracy, completeness or relevance of the information which has been drawn from external sources is not guaranteed although it is drawn from sources reasonably believed to be reliable. Subject to any applicable law, each of Société Générale and Lyxor International Asset Management SAS shall not assume any liability in this respect.

This press release together with the prospectus and/or more generally any information or documents with respect to or in connection with the Lyxor UCITS ETF detailed herein does not constitute an offer for sale or solicitation of an offer for sale in any jurisdiction (i) in which such offer or solicitation is not authorized, (ii) in which the person making such offer or solicitation is not qualified to do so, or (iii) to any person to whom it is unlawful to make such offer or solicitation. In addition, the shares are not registered under the U.S Securities Act of 1933 and may not be directly or indirectly offered or sold in the United States (including its territories or possessions) or to or for the benefit of a U.S Person (being a “United State Person” within the meaning of Regulation S under the Securities Act of 1933 of the United States, as amended, and/or any person not included in the definition of “Non-United States Person” within the meaning of Section 4.7 (a) (1) (iv) of the rules of the U.S. Commodity Futures Trading Commission.).

No U.S federal or state securities commission has reviewed or approved this document and more generally any documents with respect to or in connection with the fund. Any representation to the contrary is a criminal offence.