EU Sustainable Finance Disclosure Regulation: this section contains all documentation relating to Etica Funds.
Etica Funds was created in 2000 out of the conviction that also analysing issuers from an environmental, social and governance (“ESG”) perspective offers a longer-term view and potential added value in terms of return.
Sustainability objective of Etica’s funds
All Italian funds in the Etica System are classified as products that pursue an explicit sustainability objective pursuant to Article 9 of Regulation (EU) No 2019/2008.
- The sustainability objective pursued by the funds in the Responsible Values Line consists of containing ESG risk within a pre-defined limit according to the proprietary metric (implied theoretical maximum level).
- The sustainability objective pursued by the Etica Climate Impact fund belonging to the the Responsible Values Line consists of containing E risk within a pre-defined limit according to the proprietary metric (implied theoretical maximum level).
These are metrics based on the issuers’ sustainability scores that are capable of providing an overall assessment of their sustainability and that of their portfolios in the aggregate. The percent threshold for each fund is defined as a function of the degree of risk characteristic of the product.