Ethical mutual funds

Etica’s ethical funds aim to create medium-long term return opportunities for  investors, focusing on the real economy and selecting companies and states that adopt virtuous practices. In the evaluation of companies and institutions, ethical funds integrate financial analysis with ESG (environmental, social and good governance) analysis.

 

All the funds managed by Etica Sgr are classified as products that pursue an explicit sustainability objective as defined in Article 9 of EU Regulation 2019/2088 or as products that promote, among others, environmental and/or social characteristics in compliance with practice of good governance as defined in Article 8 of EU Regulation 2019/2088.

Linea Futuri Responsabili

The Futuri Responsabili Line of ethical funds pay particular attention to one specific investment theme, with securities selected on the basis of a scrupulous analysis of the issuers' social and environmental responsibility.

Etica Transizione Climatica

Investing in a low carbon economy

Synthetic risk indicator
1 2 3 4 5 6 7
Lower risk Higher risk

Etica Obiettivo Sociale

Investing in an economy with a positive social impact

Synthetic risk indicator
1 2 3 4 5 6 7
Lower risk Higher risk

Linea Valori Responsabili

The Valori Responsabili Line of Etica Sgr mutual funds invest in businesses and countries that adopt virtuous practices from an ESG viewpoint (the acronym stands for environmental, social and governance), taking a global approach to themes and sectors. Currently the line is composed of five mutual funds.

Etica Azionario

To focus on performance of value over time

Synthetic risk indicator
1 2 3 4 5 6 7
Lower risk Higher risk

Etica Bilanciato

For balanced management of risks ond opportunities

Synthetic risk indicator
1 2 3 4 5 6 7
Lower risk Higher risk

Etica Rendita Bilanciata

A simple and well diversified saving solution

Synthetic risk indicator
1 2 3 4 5 6 7
Lower risk Higher risk

Etica Obbligazionario Misto

To access significant potential with confidence

Synthetic risk indicator
1 2 3 4 5 6 7
Lower risk Higher risk

Etica Obbligazionario Breve Termine

For short-term investing with peace of mind

Synthetic risk indicator
1 2 3 4 5 6 7
Lower risk Higher risk

This is a marketing communication. The data and information contained herein are provided for information purposes only and do not constitute investment recommendations. This communication is not, and may not be regarded as, an information document required under applicable legislation, and its content is not sufficient to form the basis of an investment decision.

This communication does not take into account in any way the characteristics of any person who may receive or become aware of it. In particular, it does not take into account their investment objectives, knowledge and experience in investment matters, risk appetite and/or any other characteristics, including the applicable tax regime.

Past performance is not indicative of future results, and investments in funds are subject to risks relating to the underlying assets, which may affect the value of the relevant units. Etica SGR provides no guarantee of returns and does not guarantee the repayment of the capital invested. The SGR accepts no liability for any losses that may arise from the use of the information provided in this communication.

In order to make an informed investment decision, before making any final investment decision, investors should consult the Key Information Document (KID) and the funds’ Prospectus available at www.eticasgr.com.

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.