Equities
We invest with a high degree of conviction, offering investors a diverse range of actively managed equity solutions across countries, sectors and themes.
Why invest in equities?
Long-term capital growth potential
Investing in stocks could offer attractive risk-adjusted returns through capital appreciation. This may make them appealing to investors wanting to build wealth over time.
Portfolio diversification
By investing in a basket of companies across, for example, different industries or
geographies, equity solutions may provide better diversification and reduced risk relative to an individual stock.
Prospective income stream
Equity dividends, though not guaranteed, may provide a steady income stream that could help to offset underlying stock price volatility.
Our expertise
Stock picking
Our high-conviction, go-anywhere approach is for the most part unconstrained by size, sector or geography, and focused on identifying companies with innovative management teams in attractive markets that can sustain, disrupt or grow market share. We harness the extensive stock picking expertise of our specialised teams.
Integrating ESG1
ESG factors and our proprietary ESG scoring methodology are fully integrated in our investment analysis, from our portfolio models through to company research, and form an integral part of our investment processes. Moreover, our portfolios embed the principles of our Responsible Business Conduct policy and teams rigorously apply sustainability assessments to meet EU SFDR requirements.2
Global presence
Our inclusive approach to portfolio management combines the diversity, dynamism and specialist knowledge of our dedicated equity investment teams spread across six Investment Centres in Paris, London, Hong Kong, Shanghai, Kuala Lumpur and Boston. Notably, we benefit from our on-the-ground presence in emerging markets.
Our range of active equities
Whether the desired financial objective is long-term capital growth, income generation, thematic exposure or sustainable investing, we offer investors a range of actively managed equity funds.
Team and resources
Known for their high-conviction approach, our equity teams manage a broad range of active equity solutions across sectors, market capitalisations, geographies and themes. While they share a common set of core beliefs transcending investment styles and approaches, our regionally based specialised teams across Asia, Europe, and the US have the flexibility to invest according to the most appropriate style for the markets they operate in.
Collectively, they enjoy access to BNP Paribas Asset Management’s firmwide resources, ranging from our Quantitative Research Group and global trading and risk management platform to our dedicated Sustainability Centre and Global Macro Research team.
Managed in equity assets4
Equity investment professionals5
Combining local presence with global perspectives6
How to invest
Discover how you can invest in our strategies
Get in touch
Got a question? Our team is happy to help
[1] ESG = Environmental, Social and Governance. ESG assessments are based on BNP Paribas Asset Management’s proprietary methodology which integrates all three aspects of E, S & G.
[2] EU SFDR: European Union’s Sustainable Finance Disclosures Regulation. Funds managed are classified as Article 8 and 9 under the EU SFDR framework. Under EU SFDR, financial entities such as BNP Paribas Asset Management who sell products into the EU are required to classify the products they manufacture or advise into three SFDR (Sustainable Finance Disclosure Regulation) categories: Products with sustainable investment objective (Article 9); Products promoting environmental or social characteristics (Article 8); Non-sustainable products (Article 6).
[3] SRI: Sustainable & Responsible Investing
[4,5,6] BNP Paribas Asset Management as of 30 June 2024. Rounding to the nearest whole number.
Important information
Marketing communication. For wholesale investors only.
Equity strategies may be exposed to other risks defined below:
MARKET RISK: This is a general risk that affects all investments. Price for financial instruments are mainly determined by the financial markets and by the economic development of the issuers, who are themselves affected by the overall situation of the global economy and by the economic and political conditions prevailing in each relevant country
EQUITY RISK: The risks associated with investments in equity (and similar instruments) include significant fluctuations in prices, negative information about the issuer or market and the subordination of a company’s shares to its bonds. Moreover, these fluctuations are often amplified in the short term. the risk that one or more companies suffer a downturn or fail to grow can have a negative impact on the performance of the overall portfolio at a given time. There is no guarantee that investors will see an appreciation in value. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial investment.
INTEREST RATE RISK: The value of an investment may be affected by interest rate fluctuations. Interest rates may be influenced by several elements or events, such as monetary policy, the discount rate, inflation, etc.
CREDIT RISK: This is the risk that may derive from the rating downgrade of a bond issuer to which the strategies are exposed, which may therefore cause the value of the investments to go down. Strategies investing in high-yield bonds present a higher than average risk due to the greater fluctuation of their currency or the quality of the issuer.
LIQUIDITY RISK: This risk arises from the difficulty of selling an asset at a fair market price and at a desired time due to a lack of buyers.
COUNTERPARTY RISK: This risk is associated with the ability of a counterparty in a financial transaction to fulfil its commitments like payment, delivery and reimbursement.
OPERATIONAL AND CUSTODY RISK: Some markets are less regulated than most of the international markets; hence, the services related to custody and liquidation for the strategy in such markets could be more risky.
DERIVATIVES RISK: When investing in over-the-counter or listed derivatives, the fund aims to hedge and/or to leverage the yield of its position. The attention of the investor is drawn to the fact that leverage increases the volatility of the strategy.
CAPITAL RISK: The investments in the funds are subject to market fluctuations and the risks inherent in investments in securities. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay, the funds described being at risk of capital loss.
ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) INVESTMENT RISK: The lack of common or harmonized definitions and labels integrating ESG and sustainability criteria at EU level may result in different approaches by managers when setting ESG objectives. This also means that it may be difficult to compare strategies integrating ESG and sustainability criteria to the extent that the selection and weightings applied to select investments may be based on metrics that may share the same name but have different underlying meanings. In evaluating a security based on the ESG and sustainability criteria, the Investment Manager may also use data sources provided by external ESG research providers. Given the evolving nature of ESG, these data sources may for the time being be incomplete, inaccurate or unavailable. Applying responsible business conduct standards in the investment process may lead to the exclusion of securities of certain issuers. Consequently, the strategy’s performance may at times be better or worse than the performance of relatable funds that do not apply such standards.
This is not an exhaustive list of risks. For a full description of risks associated with each fund, please consult a client relationship manager or the global BNP Paribas Asset Management website: staging.bnpparibas-am.co.uk.
Past performance or achievement is not indicative of current or future performance. Performance is calculated net of fees unless otherwise stated.
Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions).