Country

France

Overall AUM

€95,700m

RE AUM

€6,300m

Annual performance

0.40%

Judge's report

Through its granular focus, AG2R LA MONDIALE is positioning itself in addressing some of the greatest societal challenges of ageing and climate change by driving innovation and seeking solutions for evolving demographics.

To bridge the gap between ‘unsecured independent living’ and ‘medicalised’ care homes, AG2R LA MONDIAL acquired a 75% stake in DOMITYS from Nexity in June 2021 and the remaining 25% stake from minority shareholders in February 2025. Contributing to ‘ageing well’ across France aligns with the group’s 2030 Agenda, particularly UN sustainable development goals (SDGs) 3 (good health and well-being) and 11 (sustainable cities and communities). With its geographical reach, covering two-thirds of French departments, its dynamism (16 openings in 2023 and 20 in 2024), and the central location of its residences, Domitys contributes to the vitality of the areas it serves – 400 jobs were created in 2023 and 200 in 2024. This aligns with the core principles of SDGs 8 and 11. In addition, Domitys has an innovative inter-generational living offering, providing students free accommodation in exchange for 15 hours per week spent with residents.

STRATEGIC TAKEAWAYS

➤ Granular focus on ESG – particularly, societal impact is outstanding compared to peers

➤ Domitys exemplifies the needs of society in general, not just France

➤ Senior housing and health offer stable income and a sustainable pathway away from overallocation to the office sector

HIGHLY COMMENDED

Judged by

David Dix
Thomas Heijdendael
Bas van den IJssel
Sara Rutledge

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