Reports

Etica Funds has always been committed to reporting both the financial results and the non-financial performance of the company.

CSR e Bilancio Integrato

Starting from the 2024 financial year, the Banca Etica Group is subject to the European Corporate Sustainability Reporting Directive (CSRD). The Management Report of the Consolidated Financial Statements includes disclosures that illustrate the Group’s (Banca Etica, Etica Sgr, and Cresud) impacts, risks, and opportunities based on the material topics identified in accordance with the double materiality principle introduced by the ESRS sustainability reporting standards issued by EFRAG.

With the aim of maintaining transparent and consistent dialogue with stakeholders, we publish the Annual Financial Statements and the Sustainability Report, providing information that is useful for assessing our adherence to strategic commitments and the impact of our actions.

Financial Statements 2024

The Financial Statements, prepared in accordance with international accounting standards, illustrate the Company’s economic and financial performance based on strategic decisions, market scenarios, and accounting policies that determine the economic value generated during the year. The Financial Statements consist of the Directors’ Report, Financial Statements Schedules, Statement of Comprehensive Income, Statement of Changes in Equity, Cash Flow Statement, and Notes to the Financial Statements.

Go to the Financial Statements 2024 - Italian version
Sustainability Report 2024
report sostenibilità

The Sustainability Report, prepared in accordance with best reporting practices, illustrates the Company’s main ESG impacts, based on the topics identified as material. Through specific KPIs, it highlights performance relative to strategic objectives and the actions taken regarding sustainability issues along the value chain. Many of the reported data reflect the contribution of the asset management company (Sgr) to the consolidated data presented in the Group’s disclosures.

Go to Sustainability Report 2024 (italian version)

Integrated Report of Etica Funds

Integrated Report 2023
Integrated Report 2022
Integrated Report 2021
Integrated report 2020
Integrated report 2019
Integrated Report 2018
Integrated Report 2017
Integrated Report 2016
Integrated Report 2015
Integrated Report 2014
Integrated Report 2013

Before subscribing, please read the KIDs and Prospectus available from placing agents.

The placement of the “Linea Valori Responsabili” and “Linea Futuri Responsabili” funds is only available in Italy. For further information, please refer to the Italian version of the website.