3
RISK/REWARD
ASSESMENT
1
DETERMINATION
OF INVESTMENT UNIVERSE
4
PORTFOLIO
BUILDING
2
GROWTH
ESTIMATE
4 steps Investment process
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“What comes through with crystal clarity is there is no single or simple solution
to transforming global energy systems. Many technologies and fuels have a
part to play across all sectors of the economy"
Dr. Fatih Birol, IEA Executive Director
KBI GLOBAL
Participating in the Transition to Net Zero
ENERGY TRANSITION FUND
Investing in companies operating in
alternative energy sectors, such as solar, wind, biomass, geothermal
A global theme driven by the economy
decarbonisation and the growing demand for clean energy
Closely aligned to the UN Sustainability Development Goals (SDGs).
The decision to invest should take into account all the characteristics and objectives of the Fund as described in the Prospectus. Further information on responsible investing is available at the following address www.kbiglobalinvestors.com.
INVEST in the future,
LET'S START NOW
<
2°C*
LA SFIDA DI NUTRIRE IL PIANETA NON è MAI STATA COSì URGENTE.
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Analysis of financial strength, long-term strategy, competitive position.
Investing in sectors that can benefit from decarbonisation
Focus on companies
that generate a
substantial proportion
of revenues and
operate on a
substantial basis in
the energy solution
sectors.
The management
team evaluates the
companies by their
management,
end-markets and ESG criteria.
Final portfolio based on strong convictions
~ 30-60
stocks
~ 230
stocks
For illustrative purposes only
Marketing Communication
*As at 31st December 2021. This is the combined AUM of KBI Global Investors Ltd and KBI Global Investors (North America) Ltd.
ELECTRICITY SECTOR
AFFRONTIAMOLA INSIEME.
AMUNDI, YOUR THEMATIC PARTNER
powered by KBI Global Investors
in Assets under management*
>€14,6
Bn
KBI have been focused on water and clean energy equity strategies
+22
years
Commitment to
Sustainability and
Responsible Investing
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DO YOU WANNA KNOW MORE ABOUT
KBI GLOBAL ENERGY TRANSITION FUND?
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DO YOU WANT TO KNOW MORE
KBI GLOBAL ENERGY TRANSITION FUND?
Go to the fund page
Download the infographic
*as at 31st December 2021. This is the combined AUM of KBI Global Investors Ltd and KBI Global Investors (North America) Ltd
AMUNDI, YOUR THEMATIC PARTNER
of Assets under management*
>€14,6
Bn
KBI have been focused on water and clean energy equity strategies
<10
years
Commitment to Sustainability and Responsible Investing
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1
The SRRI represents the risk and return profile as presented in the Key Investor Information Document (KIID). The lowest category does not imply that there is no risk. The SRRI is not guaranteed and may change over time.
Risk and reward profile
This document contains information about KBI Global Energy Transition Fund, A Sub-Fund of KBI Funds ICAV. The management company of the Fund is Amundi Ireland Limited, 1 George’s Quay Plaza, George’s Quay, Dublin 2, Ireland.
This is a marketing communication. Please refer to the prospectus / information document and to the KIID before making any final investment decisions
This material is for information purposes only, is not a recommendation, financial analysis or advice, and does not constitute a solicitation, invitation or offer to purchase or sell the Fund in any jurisdiction where such offer, solicitation or invitation would be unlawful. This information is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities or services in the United States or in any of its territories or possessions subject to its jurisdiction to or for the benefit of any U.S. Person (as defined in the prospectus of the Funds). The Funds have not been registered in the United States under the Investment Company Act of 1940 and units of the Funds are not registered in the United States under the Securities Act of 1933. Accordingly, this material is for distribution or to be used solely in jurisdictions where it is permitted and to persons who may receive it without breaching applicable legal or regulatory requirements, or that would require the registration of Amundi or its affiliates in these countries.
Investment involves risk. Past performance is not a guarantee or indication of future results. Investment return and the principal value of an investment in the Fund may go up or down and may result in the loss of the amount originally invested. All investors should seek professional advice prior to any investment decision, in order to determine the risks associated with the investment and its suitability. It is the responsibility of investors to read the legal documents in force in particular the current prospectus of the Fund. Subscriptions in the Fund will only be accepted on the basis of their latest prospectus available in English or in the local language of EU registration, and/or the Key Investor Information Document (“KIID” available in local language in EU countries of registration) which together with the latest annual and semi-annual reports may be obtained, free of charge, at the registered office of the management company of the Fund, or at www.amundi.lu. A summary of information about investors’ rights and collective redress mechanisms can be found in English on the regulatory page at https://about.amundi.com/Metanav-Footer/Footer/Quick-Links/Legal-documentation.
Information on sustainability-related aspects can be found at https://about.amundi.com/Metanav-Footer/Footer/Quick-Links/Legal-documentation.
Please note that the management company may de-notify arrangements made for marketing as regards units or shares of the Fund in a Member State of the EU in respect of which it has made a notification.
The information in this document is as at April except where otherwise stated. This material is based on sources that Amundi considers to be reliable at the time of publication. Data, opinions and analysis may be changed without notice. Amundi accepts no liability whatsoever, whether direct or indirect, that may arise from the use of information contained in this material. Amundi can in no way be held responsible for any decision or investment made on the basis of information contained in this material.
The information contained shall not be copied, reproduced, modified, translated or distributed without the prior written approval of Amundi.
Date of publication: May 2022
---
Amundi Asset Management
A French simplified joint stock company (société par actions simplifiée), a portfolio management company approved by the “Autorité des marchés financiers” or “AMF” under the number GP 04000036 whose registered office is located 90 boulevard Pasteur, 75015 Paris – France –, under the Paris trade register number 437 574 452 RCS.
In compliance with Regulation (EU) 2016/679 on the protection of natural persons with regard to the processing of personal data and on free movement of such data (“GDPR”) and as applicable, investors can exercise the right to access, rectify or ask for deletion of the personal data the Amundi Ireland holds on them. To enforce this right, please contact Amundi Asset Management BSC/SEC/PCA - 90, bd Pasteur - CS 21564-75730 Paris - France at: dpo@ amundi.com
1
Questa è una comunicazione di marketing. Si prega di consultare il Prospetto e il KIID prima di prendere una decisione finale di investimento. Il presente documento descrive un comparto (di seguito il “Fondo”) della SICAV CPR Invest, autorizzato in Lussemburgo, sottoposto alla vigilanza della Commission de Surveillance du Secteur Financier (CSSF) ed offerto in Italia in conformità alle applicabili disposizioni tempo per tempo vigenti. Le informazioni contenute nel presente documento sono fornite a scopo informativo e non costituiscono offerta al pubblico di strumenti finanziari né una raccomandazione riguardante strumenti finanziari. Si raccomanda ai potenziali investitori di rivolgersi a un consulente finanziario al fine di esaminare se i rischi annessi all’investimento siano appropriati alla propria situazione. Il Fondo è gestito da CPR Asset Management, una società del gruppo Amundi, autorizzata in Francia e regolamentata dall’Autorité des Marchés Financiers (AMF). Prima dell’adesione leggere il KIID, che il proponente l’investimento deve consegnare prima della sottoscrizione, e il Prospetto che, unitamente alle ultime relazioni annuali e semestrali, è disponibile gratuitamente e su richiesta scritta presso CPR Asset Management – 91-93, boulevard Pasteur – CS 61595 – 75730 Paris Cedex 15 – Francia, oppure su HYPERLINK “http://www.cpr-am” www.cpr-am. com. I potenziali investitori devono esaminare se i rischi annessi all’investimento nel Fondo siano appropriati alla loro situazione, e devono altresì accertarsi di aver compreso interamente il presente documento. In caso di dubbi, si raccomanda di consultare un consulente finanziario al fine di determinare se l’investimento nel Fondo sia appropriato. Il valore dell’investimento potrebbe diminuire o incrementarsi. Il Fondo non offre alcuna garanzia di rendimento. L’investimento comporta dei rischi. I risultati passati non sono indicativi di quelli futuri e non vi è garanzia di ottenere uguali rendimenti per il futuro. Il presente documento non rappresenta un’offerta a comprare né una sollecitazione a vendere. Esso non è rivolto a nessuna “U.S. Person” come definita nel Securities Act del 1933 e nel prospetto. Una sintesi delle informazioni sui diritti degli investitori e sull’accesso ai meccanismi di ricorso collettivo è disponibile in lingua inglese al seguente indirizzo https://about.amundi. com. Si fa presente inoltre che la Società di gestione può decidere di porre fine alle disposizioni adottate per la commercializzazione del Comparto in uno Stato Membro dell’UE verso il quale aveva effettuato la notifica di commercializzazione. CPR Asset Management, Société anonyme con capitale di 53.445.705 euro – Società di gestione di portafogli autorizzata dall’AMF con il n° GP 01-056 – 91-93, boulevard Pasteur 75015 Parigi – Francia – n° iscriz. reg. impr. 399 392 141 RCS Parigi.
Data di pubblicazione: Aprile 2022
Main Risks:
Market Risk and Change in Market
Conditions
Sector Risk
Equity Risk
Investment Risk
Investment Objective Risk
Reliance on the Investment Manager and Key Personnel
Active Investment Management
Emerging Market Risks
Market Disruptions
Liquidity Risks
Specialists in the selection of
companies seeking to offer answers tothe problem of the scarcity of safe water, clean energy and food
BUILDING
SECTOR
TRANSPORT SECTOR
‘HARD TO ABATE’
SECTOR
Clean Energy utilities
Renewable Energy
Developers
Solar module
manufacturers
Renewable energy
equipment and
technology providers
Grid infrastructure
Efficiency in heating and cooling
Energy management
systems
Clean air systems
Building automation
Insulation
Lithium battery producers
EV charging
manufacturers
Providers of power
electronics
Emerging technology
providers
Electrolysers to prooduce green hydrogen
For illustrative purposes only
ELECTRICITY
SECTOR
Clean Energy Utilities
Renewable Energy Developers
Solar Module Manufacturers
Renewable Energy Equipment and Technology Providers
Grid Infrastructure
CLOSE
BUILDING SECTOR
TRANSPORT SECTOR
‘HARD TO ABATE’ SECTOR
BUILDING
SECTOR
Efficiency in Heating and Cooling
Energy Management Systems
Clean Air Systems
Building Automation
Insulation
CLOSE
TRANSPORT
SECTOR
Lithium Battery Producers
EV Charging Manufacturers
Providers of Power Electronics
CLOSE
'HARD TO ABATE' SECTORS
Emerging technology providers
Electrolysers to produce green hydrogen
CLOSE
powered by CPR Asset Management
Lower risk, potentially lower return
Higher risk, potentially higher return