Notice regarding the DORVAL CONVICTIONS FRENCH MUTUAL FUND: introduction of ESG criteria in the stock selection process.

We wish to inform unitholders of the Dorval Convictions mutual fund:

Unit Class
ISIN Code
Currency
N
FR0013299187
EUR
I
FR0010565457
EUR
M
FR0013192838
EUR
R FR0010557967 EUR
Q
FR0013392222
EUR

 

the management company of which is Dorval Asset Management, of the following changes:

 

  1. Introduction of ESG criteria in the stock selection process

Attentive to environmental, social and governance issues, the Dorval Convictions portfolio managers will now include extra-financial criteria in their stock selection process.

The process of stock selection description will therefore be amended as described below:

In addition, extra-financial environmental, social and governance (ESG) criteria are also included in this assessment. Dorval AM’s assessments of the various ESG criteria are not necessarily an indicator of eligibility or exclusion of the security in the portfolio insofar as the fund’s managers and analysts believe that there is potential for progress and revaluation of the security.

The other provisions of the prospectus remain unchanged.

The date of entry into force of these changes is 29 August 2019.

The legal documentation of the collective investment fund describing the entirety of its characteristics is available:

From the management company by sending a written request to DORVAL ASSET MANAGEMENT – 1 Rue de Gramont – 75002 Paris, France.

These documents will be sent to you within eight working days:

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