Ethical mutual funds

I fondi etici di Etica Sgr si pongono l’obiettivo di creare per i risparmiatori opportunità di rendimento in un’ottica di medio-lungo periodo, puntando all’economia reale e premiando imprese e Stati che adottano pratiche virtuose.

Con “fondi etici” si intendono i fondi comuni di investimento che rientrano nella classificazione Assogestioni di “fondi sostenibili e responsabili“.

 

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 Impatto Clima

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

Before subscribing, please read the KIDs 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.