ODDO BHF Polaris fund range now includes a significant ESG approach

The ODDO BHF Polaris fund range, with 4 or 5 stars, is mainly invested in listed international equities and bonds, selected for their robustness and the quality of their fundamentals.

Investor Relation Specialist

Share on facebook
Share on twitter
Share on linkedin

The Polaris funds are ODDO BHF AM’s longstanding traditional funds, managed in Frankfurt by a stable and experienced team that has been through many different market phases since 2005. These four diversified funds, with risk profiles adapted to different types of investors, now formally integrate ESG criteria into their investment process.  

The ODDO BHF Polaris fund range, with 4 or 5 stars, is mainly invested in listed international equities and bonds, selected for their robustness and the quality of their fundamentals. With €3 billion of assets under management as of 31 March 2021, it has a 15-year track record, demonstrating the value of the stock selection process which we believe is at the heart of an alpha generation.

With a Morningstar sustainability rating of 4 or 5 globes, ODDO BHF Polaris Moderate, ODDO BHF  Polaris Balanced, ODDO BHF Polaris Dynamic, and ODDO BHF Polaris Flexible exclude more than  20% of their investment universe (MSCI ACWI index) based on rigorous ESG criteria. In addition, at least 90% of the securities in the portfolio are rated according to non-financial criteria. In line with ODDO  BHF AM’s sustainable investment policy, the four funds also exclude companies that do not comply with the United Nations Global Compact Principles. With the aim of obtaining an ‘A’ rating, the lowest-rated companies on the MSCI5 scale are also excluded. Finally, the systematic dialogue with the companies in the portfolio allows the portfolio managers to ensure the ESG progress of the funds.

“The explicit integration of ESG criteria in the selection process of the ODDO BHF Polaris funds further  strengthens our sustainability profile. We believe that well-managed companies with responsible  practices can outperform over the long term.”


Prof. Dr. Jan Viebig, CIO ODDO BHF AG and Head  of Portfolio Management ODDO BHF TRUST, responsible for the Polaris fund range.

“We are convinced that taking ESG criteria into account in the investment process creates value for our  clients. From now on, 52% of our assets in open-ended funds include ESG criteria at ODDO BHF Asset  Management and we are delighted with this.”


Martina Macpherson, Head of ESG Strategy for  Asset Management and Private Equity at ODDO BHF AM.
Share on facebook
Share on twitter
Share on linkedin

Related Post

Last Tweets

📰 What do #WinstonChurchill, #NikiLauda, the Internet and #HedgeFunds have in common? 🤔
Cedric Kohler Head of
... Advisory at Fundana Asset Manager analyses in this article how #Hedgefunds have changed over the years.
https://en.rankiapro.com/winston-churchill-niki-lauda-internet-hedge-funds-common/

🗣Patrick Volkart, Senior Investment Advisor at Bank Avera is our Fund Selector of the Month!

Read what he has to say
... below ⬇️

🔗 @BankAvera #FundSelector #RankiaPro

https://en.rankiapro.com/patrick-volkart-bank-avera-fund-selector-month/

Book now

ODDO BHF Polaris fund range now includes a significant ESG approach