Lyxor ETF stärker sitt ESG-åtagande inom räntebärande produkter
Lyxor Asset Management offentliggör att man övergår till fysisk replikering (1) i sitt utbud av Euro och USD investment grade corporate credit ETF:er. Lyxor har även sänkt sina avgifter från 0,20% till 0,14% - de lägsta tillgängliga avgifterna på marknaden (2). Dessa åtgärder bekräftar Lyxors åtagande för att stärka ESG-aspekterna i sitt utbud för att möta den ökade efterfrågan på hållbara räntebärande investeringar.
Tre Coporate Credit ETF:er – Lyxor ESG Euro Corporate Bond (DR), Lyxor ESG USD Corporate Bond (DR) och Lyxor ESG Euro Corporate Bond Ex Financials (DR) UCITS ETFs – skiftades i november och december förra året. Ingen av dessa kommer att använda värdepapperslån. Lyxor räknar med att göra liknande förändringar i andra delar av sitt kreditutbud under 2021.
Dessa kredit-ETF:er följer hållbarhetsindexen från Bloomberg Barclays MSCI SRI, en branschreferens inom det räntebärande ESG-området. Dessa index använder en ESG-metod i toppklass, och som inkluderar emittenter med en MSCI ESG-rating på BBB och högre, och exkluderar de som genererar 5 % eller mer av sina intäkter från affärsverksamhet som rör termiskt kol, okonventionell olja och gas, gas från Arktis och arktisk olja (bland annat).
Dessa förändringar innebär att Lyxor nu erbjuder investerare en rad kostnadseffektiva ESG-kredit-ETF:er som kombinerar ESG-investeringsprinciper med ett särskilt fokus på att främja den gröna omställningen med minskade koldioxidutsläpp.
Efterfrågan på hållbara tillgångar ökar obevekligt, där ESG-ETF-flöden representerar mer än hälften av de totala ackumulerade ETF-flödena under 2020, av vilka räntebärande ETF:er attraherade 9,2 miljarder euro i nya tillgångar under året – mer än dubbelt så mycket som de tillgångar som inkom under hela 2019. (3)
Philippe Baché, Head of Fixed Income ETFs på Lyxor Asset Management, kommenterar: "Investerare söker i allt högre utsträckning exponering mot enkla, transparenta och konkurrenskraftiga räntebärande tillgångar som integrerar ESG-aspekter. De förändringar vi gör med våra kredit-ETF:er, nu och i framtiden, tillsammans med vår världsledande green bond ETF, är utformade för att hjälpa investerar att bygga mer hållbara räntebärande portföljer som kan påskynda den gröna omställningen till en ekonomi med låga koldioxidutsläpp."
Mediekontakt:
Lyxor ETF
Carl-Christian Höeg – Head of ETF Sales i Norden
Tel: +46 70 595 22 53
E-post: carl.hoeg@scgib.com
1) Fysiska ETF:er följer index genom att direkt handla indexets underliggande värdepapper.
2) Källa: Lyxor International Asset Management, per den 31/12/2020.
3) Källa: Lyxor International Asset Management, per den 31/12/2020.
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 159.3 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 18.9 billion assets under advisory. Equivalent of USD 195.6 billion in assets under management and advisory (including USD 23.2 billion assets under advisory) at the end of December 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 largest1, most liquid ETF managers. And our far-reaching range spans all asset classes, and includes some of the largest and best performing ETFs in Europe2.
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.