Lyxor MSCI World Catholic Principles ESG (DR) UCITS ETF - Acc

Issuer: Amundi ETF

Asset Class: Equity

TER: 30bps

Trading Currency: USD

Pays Income: False

Listing Date: 25 Apr 2025

Ticker: CATP

ISIN: LU2216829809

This investment product offers a unique way to access the global developed equity market while adhering to specific ethical guidelines rooted in Catholic principles. By tracking a specialized index, it provides a diversified portfolio of large and mid-cap companies from around the world that have been systematically screened to align with the values of the Catholic Church. The strategy aims to deliver performance comparable to the broader global market but with a portfolio composition that reflects a strong moral and social conscience. It serves as a core equity holding for investors who wish to integrate their faith-based principles directly into their investment decisions, providing broad exposure across numerous sectors and countries like the United States, Japan, and the United Kingdom.

The selection process for the underlying index is rigorous and multifaceted. It begins with the broad MSCI World universe and applies a series of values-based exclusions. Companies with verified involvement in activities such as abortion, contraceptives, embryonic stem cell research, controversial weapons, civilian firearms, and adult entertainment are removed. Furthermore, the methodology incorporates a best-in-class approach based on Environmental, Social, and Governance (ESG) factors, selecting companies that demonstrate superior ESG performance relative to their peers. This dual-layered screening ensures that the final portfolio not only avoids businesses inconsistent with Catholic doctrine but also favors companies that operate responsibly and sustainably, offering a comprehensive solution for values-driven investing.