Are you a private investor?

Add value to your savings by investing with social responsibility through our ethical mutual funds.

What are mutual funds?

Mutual funds are financial instruments that allow individual investors to entrust the management of their wealth to companies (Sgr) specialized in collective investment, optimizing costs and risks.

Asset management companies can take a more diversified approach to investment than is possible by the individual and can reduce financial risk because the capital is spread among the many securities (equities or bonds) that make up the various funds.

Each fund’s assets are divided into parts called quotas, which investors subscribe in proportion to the capital invested.  The unit value of each quota rises or falls depending on the financial results of the securities present in the fund portfolio.

 

Our ethical funds

What sets Etica Sgr mutual funds apart are the selection criteria of the securities and the philosophy that lies behind them, that of responsible investment. Because we believe in sustainable finance, favouring wider society as a whole, our ethical funds only invest in sectors and companies that adhere to certain principles of environmental protection, human rights and good corporate governance.

We have developed a methodology for screening securities that involves extra-financial analysis prior to the financial analysis phase, designed to identify the best investment opportunities on the basis of a set of criteria linked to environmental, social and governance issues (ESG).

Our aim is to create medium-long term performance opportunities for investors based on the real economy and favouring businesses and countries that adopt virtuous practices.

Fondi Etica Sgr

Benefits

Why choose Etica Sgr funds? To invest simply and ethically, so as to grow your capital in line with solid principles of social responsibility. But here are some other major benefits.

Your investment is diversified, minimizing the costs and risks even with small amounts of capital.

Your investment capital is protected by a system of external controls, monitored by Consob and the Bank of Italy to guarantee the fairness of all transactions.

You can purchase or sell your funds at any time: you decide when, where and how to invest.

With Etica Sgr’s funds you pay no entry, exit or performance fees.

You are financing only socially responsible firms, selected by an ISO 9001:2015 certified methodology and a rigorous process that is overseen by an external independent Ethics Committee.

Your choice can also make a difference to the policies of the firms in which our funds invest because, besides exercising our voting rights, we work to build a dialogue with the companies to urge them towards best practices in environmental protection and collective well-being.

Next steps

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

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