How it works
By subscribing an Investment Plan (IP) you can invest in our ethical funds with a single lump sum investment of as much capital as you wish, with the aim growing its value over time.
Benefits
It is the simplest way. Once you have made the investment, all you have to do is monitor its performance over time, whenever you wish.
You can redeem your accumulated capital whenever you want, either wholly or in part.
Who is suited for?
Etica Sgr’s IP is the ideal investment for anyone who wishes to invest their capital responsibly over the medium-long term. It is the best solution for anyone with capital originating from their own savings, an inheritance, severance or liquidation package, or from the sale of a property.
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.